Informed Momentum Co LLC Q1 2016 Filing

Filed May 16, 2016

Portfolio Value

$639.2M

Holdings

294

Report Date

Q1 2016

Filing Type

13F-HR

All Holdings (294 positions)

#StockSharesValue% PortfolioType
101
STLDSteel Dynamics, Inc.
116,060$2.6M0.41%
102
SMCIUSDSuper Micro Computer, Inc.
76,532$2.6M0.41%
103
ICUIICU Medical, Inc.
24,968$2.6M0.41%
104
ETDEthan Allen Interiors Inc.
81,528$2.6M0.41%
105
PLCEThe Children's Place, Inc.
31,063$2.6M0.41%
106
FGENEURFibroGen, Inc.
121,509$2.6M0.40%
107
Ellie Mae, Inc.
28,541$2.6M0.40%
108
TBITrueBlue, Inc.
98,217$2.6M0.40%
109
NSANational Storage Affiliates Trust
118,571$2.5M0.39%
110
PTCPTC Inc.
75,561$2.5M0.39%
111
THOThor Industries, Inc.
39,237$2.5M0.39%
112
PAYCPaycom Software, Inc.
70,139$2.5M0.39%
113
AOSLAlpha and Omega Semiconductor Limited
209,510$2.5M0.39%
114
VCRAUSDVocera Communications, Inc.
194,399$2.5M0.39%
115
HSKAEURHeska Corporation
86,792$2.5M0.39%
116
HOFTHooker Furniture Corporation
75,196$2.5M0.39%
117
Sonic Corp.
70,165$2.5M0.39%
118
CAMPEURCalAmp Corp.
137,473$2.5M0.39%
119
Finisar Corporation
135,091$2.5M0.39%
120
EXLSExlService Holdings, Inc.
47,389$2.5M0.38%
121
AZTABrooks Automation, Inc.
235,924$2.5M0.38%
122
GVAGranite Construction Incorporated
51,294$2.5M0.38%
123
MOHMolina Healthcare, Inc.
37,934$2.4M0.38%
124
Bank of the Ozarks, Inc.
58,217$2.4M0.38%
125
TRUTransUnion
88,097$2.4M0.38%
126
Electro Scientific Industries, Inc.
339,671$2.4M0.38%
127
BERYEURBerry Plastics Group, Inc.
67,050$2.4M0.38%
128
PENPenumbra, Inc.
52,552$2.4M0.38%
129
COR1EURCoreSite Realty Corporation
34,405$2.4M0.38%
130
WEAWestern Alliance Bancorporation
71,552$2.4M0.37%
131
NPOEnPro Industries, Inc.
41,409$2.4M0.37%
132
FIVEFive Below, Inc.
57,697$2.4M0.37%
133
WCGEURWellCare Health Plans, Inc.
25,576$2.4M0.37%
134
MeetMe, Inc.
831,323$2.4M0.37%
135
Microsemi Corporation
61,428$2.4M0.37%
136
LXULSB Industries, Inc.
183,789$2.3M0.37%
137
RG6Rogers Corporation
39,083$2.3M0.37%
138
FCPTFour Corners Property Trust, Inc.
129,831$2.3M0.36%
139
AAOIApplied Optoelectronics, Inc.
154,824$2.3M0.36%
140
OMEROmeros Corporation
150,249$2.3M0.36%
141
COLLCollegium Pharmaceutical, Inc.
127,021$2.3M0.36%
142
SATSEchoStar Corporation
50,903$2.3M0.35%
143
Imperva, Inc.
44,353$2.2M0.35%
144
MANHManhattan Associates, Inc.
39,211$2.2M0.35%
145
CYTKCytokinetics, Incorporated
306,003$2.2M0.34%
146
NAIINatural Alternatives International, Inc.
158,964$2.2M0.34%
147
Planet Payment, Inc.
594,849$2.1M0.33%
148
WINGRc Ii Ws LLC
92,521$2.1M0.33%
149
Integrated Electrical Services, Inc.
141,675$2.1M0.33%
150
PCTYPaylocity Holding Corporation
63,084$2.1M0.32%
151
BECNUSDBeacon Roofing Supply, Inc.
49,874$2.0M0.32%
152
Ophthotech Corporation
48,341$2.0M0.32%
153
Irving Place Capital, LLC
503,899$2.0M0.31%
154
Integrated Device Technology, Inc.
96,953$2.0M0.31%
155
Great Western Bancorp, Inc.
71,601$2.0M0.31%
156
EEFTEuronet Worldwide, Inc.
26,265$1.9M0.30%
157
MGPIMGP Ingredients, Inc.
79,161$1.9M0.30%
158
Athersys, Inc.
851,967$1.9M0.30%
159
PRSUViad Corp
64,181$1.9M0.29%
160
NVROEURNevro Corp.
33,171$1.9M0.29%
161
Capital Bank Financial Corp.
60,209$1.9M0.29%
162
Radisys Corporation
463,590$1.8M0.29%
163
SHENShenandoah Telecommunications Company
67,609$1.8M0.28%
164
ShoreTel, Inc.
242,830$1.8M0.28%
165
CWSTCasella Waste Systems, Inc.
268,849$1.8M0.28%
166
STRLSterling Construction Company, Inc.
341,337$1.8M0.28%
167
HZN1USDHorizon Global Corporation
139,573$1.8M0.27%
168
Reis, Inc.
74,145$1.7M0.27%
169
Farmers Capital Bank Corporation
64,884$1.7M0.27%
170
AXGNAxogen Inc
318,478$1.7M0.27%
171
SENEASeneca Foods Corporation
48,815$1.7M0.27%
172
Pacific Continental Corporation
104,889$1.7M0.26%
173
NCI, Inc.
120,042$1.7M0.26%
174
Franklin Financial Network, Inc.
62,203$1.7M0.26%
175
Cape Bancorp, Inc.
123,565$1.7M0.26%
176
GOLDSpectrum Group International, Inc.
83,450$1.7M0.26%
177
RDCMRADCOM Ltd.
120,716$1.7M0.26%
178
CNCEEURConcert Pharmaceuticals, Inc.
120,423$1.6M0.26%
179
OSBCOld Second Bancorp, Inc.
223,010$1.6M0.25%
180
BSRRSierra BanCorp
87,885$1.6M0.25%
181
ODCOil-Dri Corporation of America
46,705$1.6M0.25%
182
GENCGencor Industries, Inc.
107,345$1.6M0.25%
183
ARTNAArtesian Resources Corporation
56,105$1.6M0.25%
184
ORBCOMM Inc.
153,727$1.6M0.24%
185
Cynosure, Inc.
34,884$1.5M0.24%
186
EXA Corporation
117,924$1.5M0.24%
187
Higher One Holdings, Inc.
389,909$1.5M0.24%
188
United Community Financial Corp.
257,863$1.5M0.24%
189
DLAPQDelta Air Lines, Inc.
79,051$1.5M0.24%
190
TBNKUSDTerritorial Bancorp Inc.
57,263$1.5M0.23%
191
Digirad Corporation
285,386$1.4M0.22%
192
SLPSimulations Plus, Inc.
157,256$1.4M0.22%
193
VSS-Cambium Holdings III, LLC
324,564$1.4M0.22%
194
Geneva Holdings, Inc.
86,419$1.4M0.22%
195
NVEEUSDNv5 Global, Inc.
51,284$1.4M0.22%
196
Suffolk Bancorp.
54,450$1.4M0.21%
197
Gigamon
43,475$1.3M0.21%
198
Anacor Pharmaceuticals, Inc.
25,164$1.3M0.21%
199
TACTTransAct Technologies Incorporated
162,168$1.3M0.21%
200
TASTUSDCarrols Restaurant Group, Inc.
89,379$1.3M0.20%
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