0001085146-22-002008.txt : 20220512 0001085146-22-002008.hdr.sgml : 20220512 20220512113453 ACCESSION NUMBER: 0001085146-22-002008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220512 DATE AS OF CHANGE: 20220512 EFFECTIVENESS DATE: 20220512 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: 22916554 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 03-31-2022 03-31-2022 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 05-12-2022 0 45 811397 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCED DRAIN SYS INC DEL COM 00790R104 26079 219500 SH SOLE 219500 0 0 ALARM COM HLDGS INC COM 011642105 17811 268000 SH SOLE 268000 0 0 AMBARELLA INC SHS G037AX101 173 1650 SH SOLE 1650 0 0 AMERESCO INC CL A 02361E108 19001 239000 SH SOLE 239000 0 0 ANSYS INC COM 03662Q105 36959 116350 SH SOLE 116350 0 0 AVALARA INC COM 05338G106 299 3000 SH SOLE 3000 0 0 AXON ENTERPRISE INC COM 05464C101 3657 26550 SH SOLE 1550 0 25000 BADGER METER INC COM 056525108 16452 165000 SH SOLE 165000 0 0 BIO-TECHNE CORP COM 09073M104 38952 89950 SH SOLE 69750 0 20200 BRUKER CORP COM 116794108 39377 612400 SH SOLE 513500 0 98900 CATALENT INC COM 148806102 11374 102500 SH SOLE 102500 0 0 COGNEX CORP COM 192422103 44685 579200 SH SOLE 514200 0 65000 CSW INDUSTRIALS INC COM 126402106 11171 95000 SH SOLE 0 0 95000 DEXCOM INC COM 252131107 20208 39500 SH SOLE 39500 0 0 DIGITAL TURBINE INC COM NEW 25400W102 2891 66000 SH SOLE 6000 0 60000 ENERGY RECOVERY INC COM 29270J100 17804 884000 SH SOLE 709000 0 175000 ENTEGRIS INC COM 29362U104 44051 335600 SH SOLE 280600 0 55000 EXPONENT INC COM 30214U102 8223 76100 SH SOLE 0 0 76100 FOX FACTORY HLDG CORP COM 35138V102 4437 45300 SH SOLE 0 0 45300 HOULIHAN LOKEY INC CL A 441593100 9878 112500 SH SOLE 12500 0 100000 ICON PLC SHS G4705A100 49349 202900 SH SOLE 152800 0 50100 IDEX CORP COM 45167R104 31064 162000 SH SOLE 162000 0 0 IDEXX LABS INC COM 45168D104 31347 57300 SH SOLE 57300 0 0 INMODE LTD SHS M5425M103 3110 84250 SH SOLE 4250 0 80000 KORNIT DIGITAL LTD SHS M6372Q113 3018 36500 SH SOLE 1800 0 34700 MASIMO CORP COM 574795100 18948 130000 SH SOLE 112000 0 18000 MAXCYTE INC COM 57777K106 6557 929000 SH SOLE 679000 0 250000 MIDDLESEX WTR CO COM 596680108 15776 150000 SH SOLE 150000 0 0 MSCI INC COM 55354G100 1509 3000 SH SOLE 3000 0 0 NATIONAL RESH CORP COM NEW 637372202 2661 67100 SH SOLE 0 0 67100 NOVA LTD COM M7516K103 39311 361050 SH SOLE 266750 0 94300 PAYCOM SOFTWARE INC COM 70432V102 2114 6100 SH SOLE 6100 0 0 PAYLOCITY HLDG CORP COM 70438V106 9260 45000 SH SOLE 0 0 45000 ROLLINS INC COM 775711104 4907 140000 SH SOLE 40000 0 100000 SITIME CORP COM 82982T106 5669 22875 SH SOLE 2875 0 20000 SOLAREDGE TECHNOLOGIES INC COM 83417M104 50548 156800 SH SOLE 121800 0 35000 TECHTARGET INC COM 87874R100 9900 121800 SH SOLE 4900 0 116900 TRANSMEDICS GROUP INC COM 89377M109 283 10500 SH SOLE 10500 0 0 TREX CO INC COM 89531P105 39721 608000 SH SOLE 498000 0 110000 TYLER TECHNOLOGIES INC COM 902252105 28618 64325 SH SOLE 42325 0 22000 UNITY SOFTWARE INC COM 91332U101 422 4250 SH SOLE 4250 0 0 VEEVA SYS INC CL A COM 922475108 27588 129850 SH SOLE 129850 0 0 XPEL INC COM 98379L100 5253 99850 SH SOLE 21250 0 78600 XYLEM INC COM 98419M100 19953 234000 SH SOLE 234000 0 0 ZSCALER INC COM 98980G102 31029 128600 SH SOLE 128600 0 0