0001085146-22-003841.txt : 20221109 0001085146-22-003841.hdr.sgml : 20221109 20221109070655 ACCESSION NUMBER: 0001085146-22-003841 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221109 DATE AS OF CHANGE: 20221109 EFFECTIVENESS DATE: 20221109 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: 221370627 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 09-30-2022 09-30-2022 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 11-03-2022 0 48 653094 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCED DRAIN SYS INC DEL COM 00790R104 20148 162000 SH SOLE 162000 0 0 ALARM COM HLDGS INC COM 011642105 24517 378000 SH SOLE 318000 0 60000 AMBARELLA INC SHS G037AX101 93 1650 SH SOLE 1650 0 0 AMERESCO INC CL A 02361E108 15224 229000 SH SOLE 229000 0 0 AMERICAN WTR WKS CO INC NEW COM 030420103 20682 158900 SH SOLE 158900 0 0 ANSYS INC COM 03662Q105 29165 131550 SH SOLE 131550 0 0 AXON ENTERPRISE INC COM 05464C101 3073 26550 SH SOLE 1550 0 25000 BADGER METER INC COM 056525108 14413 156000 SH SOLE 156000 0 0 BALCHEM CORP COM 057665200 18906 155500 SH SOLE 125500 0 30000 BENTLEY SYS INC COM CL B 08265T208 1071 35000 SH SOLE 35000 0 0 BIO-TECHNE CORP COM 09073M104 28954 101950 SH SOLE 81750 0 20200 BRUKER CORP COM 116794108 31698 597400 SH SOLE 498500 0 98900 CATALENT INC COM 148806102 13952 192500 SH SOLE 192500 0 0 COGNEX CORP COM 192422103 24630 594200 SH SOLE 529200 0 65000 CSW INDUSTRIALS INC COM 126402106 9584 80000 SH SOLE 0 0 80000 DEXCOM INC COM 252131107 10712 133000 SH SOLE 133000 0 0 DIGITAL TURBINE INC COM NEW 25400W102 951 66000 SH SOLE 6000 0 60000 ENERGY RECOVERY INC COM 29270J100 18892 869000 SH SOLE 694000 0 175000 ENTEGRIS INC COM 29362U104 29310 353050 SH SOLE 298050 0 55000 EXPONENT INC COM 30214U102 6672 76100 SH SOLE 0 0 76100 FORMFACTOR INC COM 346375108 1966 78500 SH SOLE 3500 0 75000 FOX FACTORY HLDG CORP COM 35138V102 3954 50000 SH SOLE 0 0 50000 HOULIHAN LOKEY INC CL A 441593100 9799 130000 SH SOLE 20000 0 110000 ICON PLC SHS G4705A100 33705 183400 SH SOLE 133300 0 50100 IDEX CORP COM 45167R104 24906 124500 SH SOLE 124500 0 0 IDEXX LABS INC COM 45168D104 15573 47800 SH SOLE 47800 0 0 INMODE LTD SHS M5425M103 3078 105750 SH SOLE 5750 0 100000 KORNIT DIGITAL LTD SHS M6372Q113 987 37100 SH SOLE 2400 0 34700 MASIMO CORP COM 574795100 16445 116500 SH SOLE 116500 0 0 MAXCYTE INC COM 57777K106 6009 929000 SH SOLE 679000 0 250000 MSCI INC COM 55354G100 18981 45000 SH SOLE 45000 0 0 NATIONAL RESH CORP COM NEW 637372202 2671 67100 SH SOLE 0 0 67100 NOVA LTD COM M7516K103 24300 284875 SH SOLE 284875 0 0 PAYCOM SOFTWARE INC COM 70432V102 1847 5600 SH SOLE 5600 0 0 PAYLOCITY HLDG CORP COM 70438V106 7247 30000 SH SOLE 0 0 30000 ROLLINS INC COM 775711104 4508 130000 SH SOLE 30000 0 100000 SHOCKWAVE MED INC COM 82489T104 257 925 SH SOLE 925 0 0 SITIME CORP COM 82982T106 1746 22175 SH SOLE 2175 0 20000 SOLAREDGE TECHNOLOGIES INC COM 83417M104 33557 144980 SH SOLE 109980 0 35000 TECHTARGET INC COM 87874R100 2554 43150 SH SOLE 3150 0 40000 TRANSMEDICS GROUP INC COM 89377M109 417 10000 SH SOLE 10000 0 0 TREX CO INC COM 89531P105 31988 728000 SH SOLE 588000 0 140000 TYLER TECHNOLOGIES INC COM 902252105 21893 63000 SH SOLE 38000 0 25000 UNITY SOFTWARE INC COM 91332U101 135 4250 SH SOLE 4250 0 0 VEEVA SYS INC CL A COM 922475108 16842 102150 SH SOLE 102150 0 0 XPEL INC COM 98379L100 6434 99850 SH SOLE 21250 0 78600 XYLEM INC COM 98419M100 19154 219000 SH SOLE 219000 0 0 ZSCALER INC COM 98980G102 19494 118600 SH SOLE 118600 0 0