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0001659997-23-000001.txt : 20230118 0001659997-23-000001.hdr.sgml : 20230118 20230118072846 ACCESSION NUMBER: 0001659997-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230118 DATE AS OF CHANGE: 20230118 EFFECTIVENESS DATE: 20230118 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: 23532917 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 X0202 13F-HR LIVE false true false 0001659997 XXXXXXXX 12-31-2022 12-31-2022 Handelsinvest Investeringsforvaltning

?STERGADE 2 HERNING G7 7400

13F HOLDINGS REPORT 028-17159 N Henrik Baernholdt Controller 004599920140 Henrik Baernholdt Herning G7 01-18-2023 0 93 633583 false INFORMATION TABLE 2 Handelsinvest_13F_31122022.xml Abbott Laboratories Common Stock 002824100 2880 26234 SH SOLE 26234 0 0 Albemarle Corp Common Stock 012653101 1175 5419 SH SOLE 5419 0 0 Ameresco Inc Common Stock 02361E108 7907 138393 SH SOLE 138393 0 0 Evoqua Water Technologies Corp Common Stock 30057T105 7359 185824 SH SOLE 185824 0 0 Ashland Inc Common Stock 044186104 10645 99000 SH SOLE 99000 0 0 Alibaba Group Holding Ltd ADR 01609W102 5099 57891 SH SOLE 57891 0 0 Bright Horizons Family Solutio Common Stock 109194100 1568 24848 SH SOLE 24848 0 0 Baidu Inc ADR 056752108 458 4000 SH SOLE 4000 0 0 Cooper Cos Inc/The Common Stock 216648402 15730 47571 SH SOLE 47571 0 0 Cavco Industries Inc Common Stock 149568107 9955 44000 SH SOLE 44000 0 0 Darling Ingredients Inc Common Stock 237266101 18260 291748 SH SOLE 291748 0 0 East West Bancorp Inc Common Stock 27579R104 14154 214781 SH SOLE 214781 0 0 Fair Isaac Corp Common Stock 303250104 10774 18000 SH SOLE 18000 0 0 Fidelity National Information Common Stock 31620M106 1777 26187 SH SOLE 26187 0 0 First Republic Bank/CA Common Stock 33616C100 12667 103917 SH SOLE 103917 0 0 Alphabet Inc Common Stock 02079K107 3767 42460 SH SOLE 42460 0 0 Graphic Packaging Holding Co Common Stock 388689101 18056 811485 SH SOLE 811485 0 0 Global Water Resources Inc Common Stock 379463102 5377 404900 SH SOLE 404900 0 0 Home Depot Inc/The Common Stock 437076102 1787 5659 SH SOLE 5659 0 0 HDFC Bank Ltd ADR 40415F101 3992 58364 SH SOLE 58364 0 0 JD.com Inc ADR 47215P106 4490 80000 SH SOLE 80000 0 0 Kadant Inc Common Stock 48282T104 7460 42000 SH SOLE 42000 0 0 Eli Lilly & Co Common Stock 532457108 2472 6758 SH SOLE 6758 0 0 Loop Industries Inc Common Stock 543518104 383 160346 SH SOLE 160346 0 0 Grand Canyon Education Inc Common Stock 38526M106 1406 13310 SH SOLE 13310 0 0 Mastercard Inc Common Stock 57636Q104 2649 7618 SH SOLE 7618 0 0 MSA Safety Inc Common Stock 553498106 9372 65000 SH SOLE 65000 0 0 Microsoft Corp Common Stock 594918104 4700 19599 SH SOLE 19599 0 0 Vail Resorts Inc Common Stock 91879Q109 9892 41500 SH SOLE 41500 0 0 MasTec Inc Common Stock 576323109 9386 110000 SH SOLE 110000 0 0 National Bank Holdings Corp Common Stock 633707104 9150 217500 SH SOLE 217500 0 0 Nasdaq Inc Common Stock 631103108 2713 44214 SH SOLE 44214 0 0 Sunnova Energy International I Common Stock 86745K104 976 54179 SH SOLE 54179 0 0 Napco Security Technologies In Common Stock 630402105 7692 279905 SH SOLE 279905 0 0 NetEase Inc ADR 64110W102 3450 47500 SH SOLE 47500 0 0 NVIDIA Corp Common Stock 67066G104 1402 9591 SH SOLE 9591 0 0 Prosperity Bancshares Inc Common Stock 743606105 12719 175000 SH SOLE 175000 0 0 Park City Group Inc Common Stock 700215304 2277 460000 SH SOLE 460000 0 0 Planet Fitness Inc Common Stock 72703H101 11190 142000 SH SOLE 142000 0 0 Insulet Corp Common Stock 45784P101 4651 15800 SH SOLE 15800 0 0 Pool Corp Common Stock 73278L105 18385 60812 SH SOLE 60812 0 0 Service Corp International/US Common Stock 817565104 23942 346284 SH SOLE 346284 0 0 SolarEdge Technologies Inc Common Stock 83417M104 9448 33354 SH SOLE 33354 0 0 Sprouts Farmers Market Inc Common Stock 85208M102 2458 75935 SH SOLE 75935 0 0 Simply Good Foods Co/The Common Stock 82900L102 11029 290000 SH SOLE 290000 0 0 Trip.com Group Ltd ADR 89677Q107 172 5000 SH SOLE 5000 0 0 Thermo Fisher Scientific Inc Common Stock 883556102 2673 4854 SH SOLE 4854 0 0 Trex Co Inc Common Stock 89531P105 951 22460 SH SOLE 22460 0 0 TSMC ADR 874039100 2130 28594 SH SOLE 28594 0 0 Tyler Technologies Inc Common Stock 902252105 11832 36700 SH SOLE 36700 0 0 UnitedHealth Group Inc Common Stock 91324P102 4469 8430 SH SOLE 8430 0 0 Veeva Systems Inc Common Stock 922475108 1289 7989 SH SOLE 7989 0 0 Western Alliance Bancorp Common Stock 957638109 7147 120000 SH SOLE 120000 0 0 Watsco Inc Common Stock 942622200 14964 60000 SH SOLE 60000 0 0 Xylem Inc/NY Common Stock 98419M100 2451 22168 SH SOLE 22168 0 0 YETI Holdings Inc Common Stock 98585X104 7114 172227 SH SOLE 172227 0 0 Apple Inc Common Stock 037833100 3117 23988 SH SOLE 23988 0 0 Infosys Ltd ADR 456788108 1801 100000 SH SOLE 100000 0 0 Advanced Drainage Systems Inc Common Stock 00790R104 9181 112000 SH SOLE 112000 0 0 Pinduoduo Inc ADR 722304102 1957 24000 SH SOLE 24000 0 0 ZTO Express Cayman Inc ADR 98980A105 672 25000 SH SOLE 25000 0 0 Energy Recovery Inc Common Stock 29270J100 5104 249100 SH SOLE 249100 0 0 Dynatrace Inc Common Stock 268150109 7086 185000 SH SOLE 185000 0 0 Paya Holdings Inc Common Stock 70434P103 6296 800000 SH SOLE 800000 0 0 Clean Harbors Inc Common Stock 184496107 15634 137000 SH SOLE 137000 0 0 Brunswick Corp/DE Common Stock 117043109 10452 145000 SH SOLE 145000 0 0 Regeneron Pharmaceuticals Inc Common Stock 75886F107 3078 4266 SH SOLE 4266 0 0 Verra Mobility Corp Common Stock 92511U102 8787 635384 SH SOLE 635384 0 0 Intuit Inc Common Stock 461202103 1839 4724 SH SOLE 4724 0 0 Quanta Services Inc Common Stock 74762E102 3159 22168 SH SOLE 22168 0 0 Option Care Health Inc Common Stock 68404L201 6114 203200 SH SOLE 203200 0 0 WillScot Mobile Mini Holdings Common Stock 971378104 7539 166900 SH SOLE 166900 0 0 Paylocity Holding Corp Common Stock 70438V106 9519 49000 SH SOLE 49000 0 0 TechTarget Inc Common Stock 87874R100 3172 72000 SH SOLE 72000 0 0 Tradeweb Markets Inc Common Stock 892672106 10843 167000 SH SOLE 167000 0 0 CyberArk Software Ltd Common Stock M2682V108 4149 32000 SH SOLE 32000 0 0 AMN Healthcare Services Inc Common Stock 001744101 8637 84000 SH SOLE 84000 0 0 Comfort Systems USA Inc Common Stock 199908104 5409 47000 SH SOLE 47000 0 0 Etsy Inc Common Stock 29786A106 5510 46000 SH SOLE 46000 0 0 Molina Healthcare Inc Common Stock 60855R100 14530 44000 SH SOLE 44000 0 0 National Instruments Corp Common Stock 636518102 11218 304000 SH SOLE 304000 0 0 Applied Industrial Technologie Common Stock 03820C105 11710 92916 SH SOLE 92916 0 0 Bentley Systems Inc Common Stock 08265T208 10903 295000 SH SOLE 295000 0 0 Bio-Techne Corp Common Stock 09073M104 11106 134000 SH SOLE 134000 0 0 Carlisle Cos Inc Common Stock 142339100 9426 40000 SH SOLE 40000 0 0 Harmony Biosciences Holdings I Common Stock 413197104 2755 50000 SH SOLE 50000 0 0 KB Home Common Stock 48666K109 6689 210000 SH SOLE 210000 0 0 Pinnacle Financial Partners In Common Stock 72346Q104 10129 138000 SH SOLE 138000 0 0 Reinsurance Group of America I Common Stock 759351604 12078 85000 SH SOLE 85000 0 0 SiteOne Landscape Supply Inc Common Stock 82982L103 7626 65000 SH SOLE 65000 0 0 AGCO Corp Common Stock 001084102 832 6000 SH SOLE 6000 0 0 Keysight Technologies Inc Common Stock 49338L103 1710 9996 SH SOLE 9996 0 0 Rockwell Automation Inc Common Stock 773903109 1545 6000 SH SOLE 6000 0 0