0001085146-21-003222.txt : 20211115 0001085146-21-003222.hdr.sgml : 20211115 20211115074945 ACCESSION NUMBER: 0001085146-21-003222 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211115 DATE AS OF CHANGE: 20211115 EFFECTIVENESS DATE: 20211115 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Montanaro Asset Management Ltd CENTRAL INDEX KEY: 0001831133 IRS NUMBER: 000000000 STATE OF INCORPORATION: X0 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20840 FILM NUMBER: 211406385 BUSINESS ADDRESS: STREET 1: MONTANARO ASSET MANAGEMENT LTD STREET 2: 53 THREADNEEDLE STREET CITY: LONDON STATE: X0 ZIP: EC2R 8AR BUSINESS PHONE: 0207 448 8600 MAIL ADDRESS: STREET 1: MONTANARO ASSET MANAGEMENT LTD STREET 2: 53 THREADNEEDLE STREET CITY: LONDON STATE: X0 ZIP: EC2R 8AR 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001831133 XXXXXXXX 09-30-2021 09-30-2021 false Montanaro Asset Management Ltd

MONTANARO ASSET MANAGEMENT LTD 53 THREADNEEDLE STREET LONDON X0 EC2R 8AR

13F HOLDINGS REPORT 028-20840 N Cedric Durant Des Aulnois 44-0787-2045245 /s/Cedric Durant Des Aulnois LONDON X0 11-15-2021 0 47 829471 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCED DRAIN SYS INC DEL COM 00790R104 10330 95500 SH SOLE 95500 0 0 ALARM COM HLDGS INC COM 011642105 16400 209750 SH SOLE 209750 0 0 AMBARELLA INC SHS G037AX101 257 1650 SH SOLE 1650 0 0 ANSYS INC COM 03662Q105 34505 101350 SH SOLE 101350 0 0 AVALARA INC COM 05338G106 350 2000 SH SOLE 2000 0 0 AXON ENTERPRISE INC COM 05464C101 3719 21250 SH SOLE 1250 0 20000 BADGER METER INC COM 056525108 14311 141500 SH SOLE 141500 0 0 BIO-TECHNE CORP COM 09073M104 45283 93450 SH SOLE 73250 0 20200 BRUKER CORP COM 116794108 44704 572400 SH SOLE 473500 0 98900 COGNEX CORP COM 192422103 29818 371700 SH SOLE 371700 0 0 CSW INDUSTRIALS INC COM 126402106 9565 74900 SH SOLE 0 0 74900 DEXCOM INC COM 252131107 31991 58500 SH SOLE 58500 0 0 DIGITAL TURBINE INC COM NEW 25400W102 4469 65000 SH SOLE 5000 0 60000 ENERGY RECOVERY INC COM 29270J100 18535 974000 SH SOLE 799000 0 175000 ENTEGRIS INC COM 29362U104 28529 226600 SH SOLE 191600 0 35000 EVERBRIDGE INC COM 29978A104 430 2850 SH SOLE 2850 0 0 EXPONENT INC COM 30214U102 8611 76100 SH SOLE 0 0 76100 FOX FACTORY HLDG CORP COM 35138V102 6534 45300 SH SOLE 0 0 45300 HOULIHAN LOKEY INC CL A 441593100 17066 185300 SH SOLE 15000 0 170300 ICON PLC SHS G4705A100 56308 214900 SH SOLE 164800 0 50100 IDEX CORP COM 45167R104 27839 134500 SH SOLE 134500 0 0 IDEXX LABS INC COM 45168D104 33209 53400 SH SOLE 53400 0 0 INMODE LTD SHS M5425M103 6637 41625 SH SOLE 1625 0 40000 KORNIT DIGITAL LTD SHS M6372Q113 5022 34700 SH SOLE 0 0 34700 MASIMO CORP COM 574795100 27870 102950 SH SOLE 84950 0 18000 MAXCYTE INC COM 57777K106 30996 2549000 SH SOLE 2299000 0 250000 MIDDLESEX WTR CO COM 596680108 14389 140000 SH SOLE 140000 0 0 MSCI INC COM 55354G100 1217 2000 SH SOLE 2000 0 0 NATIONAL RESH CORP COM NEW 637372202 2830 67100 SH SOLE 0 0 67100 NOVA LTD COM M7516K103 38364 375050 SH SOLE 280750 0 94300 NOVOCURE LTD ORD SHS G6674U108 11005 94800 SH SOLE 74400 0 20400 PAYCOM SOFTWARE INC COM 70432V102 1909 3850 SH SOLE 3850 0 0 PAYLOCITY HLDG CORP COM 70438V106 12618 45000 SH SOLE 0 0 45000 ROLLINS INC COM 775711104 4770 135000 SH SOLE 35000 0 100000 SIMULATIONS PLUS INC COM 829214105 17692 447900 SH SOLE 310000 0 137900 SITIME CORP COM 82982T106 4619 22625 SH SOLE 2625 0 20000 SOLAREDGE TECHNOLOGIES INC COM 83417M104 39213 147850 SH SOLE 115550 0 32300 TECHTARGET INC COM 87874R100 9940 120600 SH SOLE 3700 0 116900 TORO CO COM 891092108 2718 27900 SH SOLE 0 0 27900 TRANSMEDICS GROUP INC COM 89377M109 347 10500 SH SOLE 10500 0 0 TREX CO INC COM 89531P105 50251 493000 SH SOLE 393000 0 100000 TYLER TECHNOLOGIES INC COM 902252105 10080 21975 SH SOLE 3975 0 18000 UNITY SOFTWARE INC COM 91332U101 486 3850 SH SOLE 3850 0 0 VEEVA SYS INC CL A COM 922475108 27582 95750 SH SOLE 95750 0 0 XPEL INC COM 98379L100 6266 82600 SH SOLE 4000 0 78600 XYLEM INC COM 98419M100 31415 254000 SH SOLE 254000 0 0 ZSCALER INC COM 98980G102 28472 108600 SH SOLE 108600 0 0