0001085146-22-002812.txt : 20220805 0001085146-22-002812.hdr.sgml : 20220805 20220805060346 ACCESSION NUMBER: 0001085146-22-002812 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220805 DATE AS OF CHANGE: 20220805 EFFECTIVENESS DATE: 20220805 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: 221138454 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 06-30-2022 06-30-2022 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 07-07-2022 0 48 665290 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCED DRAIN SYS INC DEL COM 00790R104 19680 218500 SH SOLE 218500 0 0 ALARM COM HLDGS INC COM 011642105 16578 268000 SH SOLE 268000 0 0 AMBARELLA INC SHS G037AX101 108 1650 SH SOLE 1650 0 0 AMERESCO INC CL A 02361E108 10433 229000 SH SOLE 229000 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 18061 121400 SH SOLE 121400 0 0 ANSYS INC COM 03662Q105 28320 118350 SH SOLE 118350 0 0 AVALARA INC COM 05338G106 212 3000 SH SOLE 3000 0 0 AXON ENTERPRISE INC COM 05464C101 2474 26550 SH SOLE 1550 0 25000 BADGER METER INC COM 056525108 13347 165000 SH SOLE 165000 0 0 BALCHEM CORP COM 057665200 6163 47500 SH SOLE 47500 0 0 BIO-TECHNE CORP COM 09073M104 32567 93950 SH SOLE 73750 0 20200 BRUKER CORP COM 116794108 38434 612400 SH SOLE 513500 0 98900 CATALENT INC COM 148806102 17005 158500 SH SOLE 158500 0 0 COGNEX CORP COM 192422103 24840 584200 SH SOLE 519200 0 65000 CSW INDUSTRIALS INC COM 126402106 9788 95000 SH SOLE 0 0 95000 DEXCOM INC COM 252131107 8944 120000 SH SOLE 120000 0 0 DIGITAL TURBINE INC COM NEW 25400W102 1153 66000 SH SOLE 6000 0 60000 ENERGY RECOVERY INC COM 29270J100 16682 859000 SH SOLE 684000 0 175000 ENTEGRIS INC COM 29362U104 30735 333600 SH SOLE 278600 0 55000 EXPONENT INC COM 30214U102 6961 76100 SH SOLE 0 0 76100 FORMFACTOR INC COM 346375108 3040 78500 SH SOLE 3500 0 75000 FOX FACTORY HLDG CORP COM 35138V102 3648 45300 SH SOLE 0 0 45300 HOULIHAN LOKEY INC CL A 441593100 8880 112500 SH SOLE 12500 0 100000 ICON PLC SHS G4705A100 44077 203400 SH SOLE 153300 0 50100 IDEX CORP COM 45167R104 29445 162000 SH SOLE 162000 0 0 IDEXX LABS INC COM 45168D104 20272 57800 SH SOLE 57800 0 0 INMODE LTD SHS M5425M103 2370 105750 SH SOLE 5750 0 100000 KORNIT DIGITAL LTD SHS M6372Q113 1176 37100 SH SOLE 2400 0 34700 MASIMO CORP COM 574795100 18620 142500 SH SOLE 124500 0 18000 MAXCYTE INC COM 57777K106 4297 929000 SH SOLE 679000 0 250000 MSCI INC COM 55354G100 13614 33000 SH SOLE 33000 0 0 NATIONAL RESH CORP COM NEW 637372202 2569 67100 SH SOLE 0 0 67100 NOVA LTD COM M7516K103 24335 274875 SH SOLE 274875 0 0 PAYCOM SOFTWARE INC COM 70432V102 1710 6100 SH SOLE 6100 0 0 PAYLOCITY HLDG CORP COM 70438V106 7849 45000 SH SOLE 0 0 45000 ROLLINS INC COM 775711104 5063 145000 SH SOLE 45000 0 100000 SHOCKWAVE MED INC COM 82489T104 153 800 SH SOLE 800 0 0 SITIME CORP COM 82982T106 3668 22500 SH SOLE 2500 0 20000 SOLAREDGE TECHNOLOGIES INC COM 83417M104 42913 156800 SH SOLE 121800 0 35000 TECHTARGET INC COM 87874R100 8005 121800 SH SOLE 4900 0 116900 TRANSMEDICS GROUP INC COM 89377M109 330 10500 SH SOLE 10500 0 0 TREX CO INC COM 89531P105 30747 565000 SH SOLE 455000 0 110000 TYLER TECHNOLOGIES INC COM 902252105 20223 60825 SH SOLE 38825 0 22000 UNITY SOFTWARE INC COM 91332U101 156 4250 SH SOLE 4250 0 0 VEEVA SYS INC CL A COM 922475108 25775 130150 SH SOLE 130150 0 0 XPEL INC COM 98379L100 4816 104850 SH SOLE 26250 0 78600 XYLEM INC COM 98419M100 18294 234000 SH SOLE 234000 0 0 ZSCALER INC COM 98980G102 16760 112100 SH SOLE 112100 0 0