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0001659997-22-000003.txt : 20220713 0001659997-22-000003.hdr.sgml : 20220713 20220713080816 ACCESSION NUMBER: 0001659997-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220713 DATE AS OF CHANGE: 20220713 EFFECTIVENESS DATE: 20220713 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: 221080223 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 06-30-2022 06-30-2022 Handelsinvest Investeringsforvaltning

?STERGADE 2 HERNING G7 7400

13F HOLDINGS REPORT 028-17159 N Henrik Baernholdt Controller 004599920140 Henrik Baernholdt Herning G7 07-13-2022 0 105 674940 true INFORMATION TABLE 2 Handelsinvest_13F_30062022.xml Abbott Laboratories Common Stock 002824100 3295 30331 SH SOLE 30331 0 0 Akoustis Technologies Inc Common Stock 00973N102 2590 700000 SH SOLE 700000 0 0 Albemarle Corp Common Stock 012653101 3151 15076 SH SOLE 15076 0 0 Allegion plc Common Stock G0176J109 7832 80000 SH SOLE 80000 0 0 Alarm.com Holdings Inc Common Stock 011642105 9898 160000 SH SOLE 160000 0 0 Ameresco Inc Common Stock 02361E108 5831 127986 SH SOLE 127986 0 0 Evoqua Water Technologies Corp Common Stock 30057T105 9488 291852 SH SOLE 291852 0 0 Ashland Global Holdings Inc Common Stock 044186104 13397 130000 SH SOLE 130000 0 0 Alibaba Group Holding Ltd ADR 01609W102 6547 57593 SH SOLE 57593 0 0 Bandwidth Inc Common Stock 05988J103 3011 160000 SH SOLE 160000 0 0 Bright Horizons Family Solutio Common Stock 109194100 9782 115728 SH SOLE 115728 0 0 Baidu Inc ADR 056752108 744 5000 SH SOLE 5000 0 0 Cognex Corp Common Stock 192422103 2985 70200 SH SOLE 70200 0 0 Cooper Cos Inc/The Common Stock 216648402 15798 50452 SH SOLE 50452 0 0 Cavco Industries Inc Common Stock 149568107 11759 60000 SH SOLE 60000 0 0 Darling Ingredients Inc Common Stock 237266101 19917 333067 SH SOLE 333067 0 0 Everbridge Inc Common Stock 29978A104 1673 60000 SH SOLE 60000 0 0 East West Bancorp Inc Common Stock 27579R104 21548 332531 SH SOLE 332531 0 0 Fair Isaac Corp Common Stock 303250104 16834 41990 SH SOLE 41990 0 0 Fidelity National Information Common Stock 31620M106 2984 32555 SH SOLE 32555 0 0 First Republic Bank/CA Common Stock 33616C100 4199 29120 SH SOLE 29120 0 0 Alphabet Inc Common Stock 02079K107 5733 2621 SH SOLE 2621 0 0 Graphic Packaging Holding Co Common Stock 388689101 28083 1369907 SH SOLE 1369907 0 0 Gates Industrial Corp PLC Common Stock G39108108 8108 750000 SH SOLE 750000 0 0 Global Water Resources Inc Common Stock 379463102 5081 384631 SH SOLE 384631 0 0 Home Depot Inc/The Common Stock 437076102 2343 8544 SH SOLE 8544 0 0 HDFC Bank Ltd ADR 40415F101 3537 64354 SH SOLE 64354 0 0 IAC/InterActiveCorp Common Stock 44891N208 3799 50000 SH SOLE 50000 0 0 IAA Inc Common Stock 449253103 3277 100000 SH SOLE 100000 0 0 JD.com Inc ADR 47215P106 5780 90000 SH SOLE 90000 0 0 Kadant Inc Common Stock 48282T104 11707 64200 SH SOLE 64200 0 0 LCI Industries Common Stock 50189K103 12038 107600 SH SOLE 107600 0 0 Eli Lilly & Co Common Stock 532457108 3101 9564 SH SOLE 9564 0 0 Loop Industries Inc Common Stock 543518104 1358 350000 SH SOLE 350000 0 0 Grand Canyon Education Inc Common Stock 38526M106 9301 98752 SH SOLE 98752 0 0 Live Nation Entertainment Inc Common Stock 538034109 3716 45000 SH SOLE 45000 0 0 Mastercard Inc Common Stock 57636Q104 3095 9809 SH SOLE 9809 0 0 Masimo Corp Common Stock 574795100 6586 50400 SH SOLE 50400 0 0 Maximus Inc Common Stock 577933104 14609 233700 SH SOLE 233700 0 0 MSA Safety Inc Common Stock 553498106 3632 30000 SH SOLE 30000 0 0 Microsoft Corp Common Stock 594918104 6354 24742 SH SOLE 24742 0 0 Vail Resorts Inc Common Stock 91879Q109 6323 29000 SH SOLE 29000 0 0 MasTec Inc Common Stock 576323109 12748 177900 SH SOLE 177900 0 0 Mueller Water Products Inc Common Stock 624758108 3519 300000 SH SOLE 300000 0 0 National Bank Holdings Corp Common Stock 633707104 12112 316500 SH SOLE 316500 0 0 Nasdaq Inc Common Stock 631103108 3209 21039 SH SOLE 21039 0 0 Sunnova Energy International I Common Stock 86745K104 1560 84643 SH SOLE 84643 0 0 Napco Security Technologies In Common Stock 630402105 6795 330000 SH SOLE 330000 0 0 NetEase Inc ADR 64110W102 5648 60500 SH SOLE 60500 0 0 NVIDIA Corp Common Stock 67066G104 1882 12416 SH SOLE 12416 0 0 Prosperity Bancshares Inc Common Stock 743606105 17750 260000 SH SOLE 260000 0 0 Park City Group Inc Common Stock 700215304 1936 440000 SH SOLE 440000 0 0 Planet Fitness Inc Common Stock 72703H101 7141 105000 SH SOLE 105000 0 0 Insulet Corp Common Stock 45784P101 4054 18600 SH SOLE 18600 0 0 Pool Corp Common Stock 73278L105 17262 49147 SH SOLE 49147 0 0 PTC Therapeutics Inc Common Stock 69366J200 4042 100900 SH SOLE 100900 0 0 Rollins Inc Common Stock 775711104 4540 130000 SH SOLE 130000 0 0 Service Corp International/US Common Stock 817565104 26266 380011 SH SOLE 380011 0 0 SolarEdge Technologies Inc Common Stock 83417M104 3325 12148 SH SOLE 12148 0 0 Sprouts Farmers Market Inc Common Stock 85208M102 6774 267536 SH SOLE 267536 0 0 SVB Financial Group Common Stock 78486Q101 5893 14918 SH SOLE 14918 0 0 Simply Good Foods Co/The Common Stock 82900L102 6610 175000 SH SOLE 175000 0 0 Trip.com Group Ltd ADR 89677Q107 275 10000 SH SOLE 10000 0 0 Teradyne Inc Common Stock 880770102 5101 56954 SH SOLE 56954 0 0 Thermo Fisher Scientific Inc Common Stock 883556102 3050 5614 SH SOLE 5614 0 0 Trex Co Inc Common Stock 89531P105 6218 114257 SH SOLE 114257 0 0 Trupanion Inc Common Stock 898202106 3616 60000 SH SOLE 60000 0 0 TSMC ADR 874039100 2702 33058 SH SOLE 33058 0 0 Tyler Technologies Inc Common Stock 902252105 7647 23000 SH SOLE 23000 0 0 UnitedHealth Group Inc Common Stock 91324P102 5131 9989 SH SOLE 9989 0 0 Veeva Systems Inc Common Stock 922475108 1991 10051 SH SOLE 10051 0 0 Western Alliance Bancorp Common Stock 957638109 8472 120000 SH SOLE 120000 0 0 Willdan Group Inc Common Stock 96924N100 2482 90000 SH SOLE 90000 0 0 Watsco Inc Common Stock 942622200 12251 51300 SH SOLE 51300 0 0 Xylem Inc/NY Common Stock 98419M100 2260 28910 SH SOLE 28910 0 0 YETI Holdings Inc Common Stock 98585X104 7104 164181 SH SOLE 164181 0 0 Apple Inc Common Stock 037833100 4219 30857 SH SOLE 30857 0 0 LHC Group Inc Common Stock 50187A107 1648 10581 SH SOLE 10581 0 0 Infosys Ltd ADR 456788108 1851 100000 SH SOLE 100000 0 0 OptimizeRx Corp Common Stock 68401U204 3013 110000 SH SOLE 110000 0 0 LivePerson Inc Common Stock 538146101 1626 115000 SH SOLE 115000 0 0 Advanced Drainage Systems Inc Common Stock 00790R104 4413 49000 SH SOLE 49000 0 0 Pinduoduo Inc ADR 722304102 1483 24000 SH SOLE 24000 0 0 ZTO Express Cayman Inc ADR 98980A105 686 25000 SH SOLE 25000 0 0 Energy Recovery Inc Common Stock 29270J100 7574 390000 SH SOLE 390000 0 0 Veritone Inc Common Stock 92347M100 1828 280000 SH SOLE 280000 0 0 Crown Holdings Inc Common Stock 228368106 14379 156000 SH SOLE 156000 0 0 Dynatrace Inc Common Stock 268150109 3384 85800 SH SOLE 85800 0 0 Paya Holdings Inc Common Stock 70434P103 8935 1360000 SH SOLE 1360000 0 0 TripAdvisor Inc Common Stock 896945201 2670 150000 SH SOLE 150000 0 0 Clean Harbors Inc Common Stock 184496107 12712 145000 SH SOLE 145000 0 0 Axon Enterprise Inc Common Stock 05464C101 5106 54800 SH SOLE 54800 0 0 Brunswick Corp/DE Common Stock 117043109 12664 193700 SH SOLE 193700 0 0 Heska Corp Common Stock 42805E306 2977 31500 SH SOLE 31500 0 0 Ping Identity Holding Corp Common Stock 72341T103 4589 253000 SH SOLE 253000 0 0 Regeneron Pharmaceuticals Inc Common Stock 75886F107 3310 5599 SH SOLE 5599 0 0 Verra Mobility Corp Common Stock 92511U102 8508 541519 SH SOLE 541519 0 0 GXO Logistics Inc Common Stock 36262G101 4416 102047 SH SOLE 102047 0 0 Intuit Inc Common Stock 461202103 1378 3576 SH SOLE 3576 0 0 Bilibili Inc ADR 090040106 128 5000 SH SOLE 5000 0 0 Open Lending Corp Common Stock 68373J104 2558 250000 SH SOLE 250000 0 0 Wolfspeed Inc Common Stock 977852102 2538 40000 SH SOLE 40000 0 0 Quanta Services Inc Common Stock 74762E102 3213 25631 SH SOLE 25631 0 0 Option Care Health Inc Common Stock 68404L201 5647 203200 SH SOLE 203200 0 0 WillScot Mobile Mini Holdings Common Stock 971378104 5297 163400 SH SOLE 163400 0 0