Chief Executive Officer

0001085146-23-001740.txt : 20230418 0001085146-23-001740.hdr.sgml : 20230418 20230418120002 ACCESSION NUMBER: 0001085146-23-001740 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230418 DATE AS OF CHANGE: 20230418 EFFECTIVENESS DATE: 20230418 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: 23826005 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 X0202 13F-HR LIVE false false false 0001831133 XXXXXXXX 03-31-2023 03-31-2023 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 Chief Executive Officer 44-0787-2045245 /s/Cedric Durant Des Aulnois LONDON X0 04-12-2023 0 45 643976424 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCED DRAIN SYS INC DEL COM 00790R104 BBG001SH4LQ0 13852545 164500 SH SOLE 164500 0 0 ALARM COM HLDGS INC COM 011642105 BBG007GNPYZ6 16994640 338000 SH SOLE 268000 0 70000 AMBARELLA INC SHS G037AX101 BBG001V1SN18 170324 2200 SH SOLE 2200 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 BBG001SPHYW3 19248786 131400 SH SOLE 131400 0 0 ANSYS INC COM 03662Q105 BBG001S926L8 32464640 97550 SH SOLE 97550 0 0 AXON ENTERPRISE INC COM 05464C101 BBG001SB2HG5 7004078 31150 SH SOLE 1150 0 30000 BADGER METER INC COM 056525108 BBG001S5P8Q2 12852010 105500 SH SOLE 105500 0 0 BALCHEM CORP COM 057665200 BBG001S5P2R4 21564840 170500 SH SOLE 130500 0 40000 BENTLEY SYS INC COM CL B 08265T208 BBG001SBWGV7 4245263 98750 SH SOLE 58750 0 40000 BIO-TECHNE CORP COM 09073M104 BBG001S66C28 28770882 387800 SH SOLE 307000 0 80800 BRUKER CORP COM 116794108 BBG001SF69P0 45857286 581650 SH SOLE 441650 0 140000 COGNEX CORP COM 192422103 BBG001S5TC16 22396600 452000 SH SOLE 387000 0 65000 CSW INDUSTRIALS INC COM 126402106 BBG007NLG4M2 5557200 40000 SH SOLE 0 0 40000 DIGITAL TURBINE INC COM NEW 25400W102 BBG001SPBG12 815760 66000 SH SOLE 6000 0 60000 ENERGY RECOVERY INC COM 29270J100 BBG001T28M86 21182950 919000 SH SOLE 704000 0 215000 ENTEGRIS INC COM 29362U104 BBG001SF9YL6 23331845 284500 SH SOLE 284500 0 0 EXPONENT INC COM 30214U102 BBG001S9CG99 7975200 80000 SH SOLE 0 0 80000 FORMFACTOR INC COM 346375108 BBG001SFT2R8 4156425 130500 SH SOLE 5500 0 125000 FOX FACTORY HLDG CORP COM 35138V102 BBG004T7VS71 6068500 50000 SH SOLE 0 0 50000 HOULIHAN LOKEY INC CL A 441593100 BBG001SFVN99 11461190 131000 SH SOLE 21000 0 110000 ICON PLC SHS G4705A100 BBG001SDCL35 38318046 179400 SH SOLE 129300 0 50100 IDEX CORP COM 45167R104 BBG001S67N14 18589060 80500 SH SOLE 80500 0 0 IDEXX LABS INC COM 45168D104 BBG001S5S4Y9 27654424 55300 SH SOLE 55300 0 0 INMODE LTD SHS M5425M103 BBG00PPS74F3 3379770 105750 SH SOLE 5750 0 100000 MASIMO CORP COM 574795100 BBG001S71GQ6 24682225 133750 SH SOLE 133750 0 0 MAXCYTE INC COM 57777K106 BBG00CFTQNG7 139477 29000 SH SOLE 29000 0 0 MSCI INC COM 55354G100 BBG001SV8B05 24203401 43300 SH SOLE 43300 0 0 NATIONAL RESH CORP COM NEW 637372202 BBG004K1F9R1 2919521 67100 SH SOLE 0 0 67100 NOVA LTD COM M7516K103 BBG001SD4C89 28282641 270725 SH SOLE 230725 0 40000 PAYCOM SOFTWARE INC COM 70432V102 BBG0064N1009 2006664 6600 SH SOLE 6600 0 0 PAYLOCITY HLDG CORP COM 70438V106 BBG006598YZ0 5963400 30000 SH SOLE 0 0 30000 POWER INTEGRATIONS INC COM 739276103 BBG001S73RW3 11030708 130325 SH SOLE 110325 0 20000 ROLLINS INC COM 775711104 BBG001S5VRG4 5629500 150000 SH SOLE 50000 0 100000 SHOCKWAVE MED INC COM 82489T104 BBG005XVXMM4 233092 1075 SH SOLE 1075 0 0 SITIME CORP COM 82982T106 BBG00QNSY276 8185337 57550 SH SOLE 2550 0 55000 SOLAREDGE TECHNOLOGIES INC COM 83417M104 BBG0084BC0P2 26838785 88300 SH SOLE 68300 0 20000 TECHTARGET INC COM 87874R100 BBG001S9R748 2280978 63150 SH SOLE 3150 0 60000 TRANSMEDICS GROUP INC COM 89377M109 BBG00NZ6J701 624773 8250 SH SOLE 8250 0 0 TREX CO INC COM 89531P105 BBG001SB6TV8 33582300 690000 SH SOLE 550000 0 140000 TYLER TECHNOLOGIES INC COM 902252105 BBG001S5WZB0 23583560 66500 SH SOLE 41500 0 25000 UNITY SOFTWARE INC COM 91332U101 BBG0056JW5H5 97320 3000 SH SOLE 3000 0 0 VEEVA SYS INC CL A COM 922475108 BBG001TX0CB4 27724722 150850 SH SOLE 150850 0 0 XPEL INC COM 98379L100 BBG001S6JQ87 7056608 103850 SH SOLE 25250 0 78600 XYLEM INC COM 98419M100 BBG001V05C73 14812220 141500 SH SOLE 141500 0 0 ZSCALER INC COM 98980G102 BBG003338H61 186928 1600 SH SOLE 1600 0 0