Informed Momentum Co LLC Q2 2016 Filing

Filed August 4, 2016

Portfolio Value

$664.9M

Holdings

294

Report Date

Q2 2016

Filing Type

13F-HR

All Holdings (294 positions)

#StockSharesValue% PortfolioType
101
Care.Com, Inc.
230,225$2.7M0.40%
102
GWREGuidewire Software, Inc.
43,526$2.7M0.40%
103
Neenah Paper, Inc.
37,051$2.7M0.40%
104
NutriSystem, Inc.
105,676$2.7M0.40%
105
JT5Mueller Water Products, Inc.
234,555$2.7M0.40%
106
The Keyw Holding Corporation
268,595$2.7M0.40%
107
VEEVVeeva Systems Inc.
78,089$2.7M0.40%
108
FIXComfort Systems USA, Inc.
81,492$2.7M0.40%
109
FUODolby Laboratories, Inc.
55,392$2.7M0.40%
110
CASYCasey's General Stores, Inc.
20,154$2.6M0.40%
111
THOThor Industries, Inc.
40,875$2.6M0.40%
112
PLXSPlexus Corp.
61,106$2.6M0.40%
113
WageWorks, Inc.
43,980$2.6M0.40%
114
WINGRc Ii Ws LLC
96,387$2.6M0.40%
115
BCOVUSDBrightcove Inc.
297,779$2.6M0.39%
116
LFUSLittelfuse, Inc.
22,142$2.6M0.39%
117
AMDAdvanced Micro Devices, Inc.
508,139$2.6M0.39%
118
BLDTopBuild Corp
72,005$2.6M0.39%
119
FDPFresh Del Monte Produce Inc.
47,748$2.6M0.39%
120
WSTWest Pharmaceutical Services, Inc.
34,249$2.6M0.39%
121
SLCAU.S. Silica Holdings, Inc.
75,374$2.6M0.39%
122
SIXEURSix Flags Entertainment Corporation
44,790$2.6M0.39%
123
OSKOshkosh Corporation
54,266$2.6M0.39%
124
EXLSExlService Holdings, Inc.
49,367$2.6M0.39%
125
A3IAmerisafe, Inc.
42,263$2.6M0.39%
126
JACKJack in the Box Inc.
29,998$2.6M0.39%
127
Clayton Williams Energy, Inc.
93,394$2.6M0.39%
128
Pacific Ethanol, Inc.
470,006$2.6M0.39%
129
JBTJohn Bean Technologies Corporation
41,806$2.6M0.38%
130
RSP Permian, Inc.
73,235$2.6M0.38%
131
HEIHEICO Corporation
38,233$2.6M0.38%
132
NVROEURNevro Corp.
34,558$2.5M0.38%
133
NBIXNeurocrine Biosciences, Inc.
55,895$2.5M0.38%
134
Cardtronics, Inc.
63,538$2.5M0.38%
135
SLABSilicon Laboratories Inc.
51,891$2.5M0.38%
136
MODNEURModel N, Inc.
188,962$2.5M0.38%
137
BIGGQBig Lots, Inc.
50,227$2.5M0.38%
138
Endologix, Inc.
201,563$2.5M0.38%
139
AMEDAmedisys, Inc.
49,680$2.5M0.38%
140
CRUSCirrus Logic, Inc.
64,553$2.5M0.38%
141
EHTHEhealth, Inc.
177,930$2.5M0.38%
142
RG6Rogers Corporation
40,715$2.5M0.37%
143
QEPQEP Resources, Inc.
140,420$2.5M0.37%
144
MTZMasTec, Inc.
110,691$2.5M0.37%
145
HSKAEURHeska Corporation
65,913$2.5M0.37%
146
KCG Holdings, Inc
184,243$2.5M0.37%
147
ENVUSDEnvestnet, Inc.
73,172$2.4M0.37%
148
GVAGranite Construction Incorporated
53,437$2.4M0.37%
149
NDSNNordson Corporation
29,094$2.4M0.37%
150
WebMD Health Corp.
41,015$2.4M0.36%
151
PLAYDave & Buster's Entertainment, Inc.
50,532$2.4M0.36%
152
BECNUSDBeacon Roofing Supply, Inc.
51,959$2.4M0.36%
153
Richmont Mines Inc.
256,472$2.4M0.36%
154
MAZOR Robotics Ltd.
130,585$2.3M0.35%
155
POSTPost Holdings, Inc.
27,897$2.3M0.35%
156
CVGICommercial Vehicle Group, Inc.
443,714$2.3M0.35%
157
Oclaro, Inc.
469,831$2.3M0.34%
158
Cambrex Corporation
44,166$2.3M0.34%
159
GLINVanEck Vectors ETF Trust
53,752$2.3M0.34%
160
QTWOQ2 Holdings, Inc.
80,843$2.3M0.34%
161
TRUPTrupanion, Inc.
170,650$2.3M0.34%
162
Supreme Industries, Inc.
163,118$2.2M0.34%
163
CBRLCracker Barrel Old Country Store, Inc.
13,002$2.2M0.34%
164
ARTNAArtesian Resources Corporation
65,656$2.2M0.33%
165
RYIRyerson Holding Corporation
126,459$2.2M0.33%
166
COR1EURCoreSite Realty Corporation
24,846$2.2M0.33%
167
AXGNAxogen Inc
318,478$2.2M0.33%
168
ACADACADIA Pharmaceuticals Inc.
66,537$2.2M0.32%
169
ZEN1EURZendesk, Inc.
81,403$2.1M0.32%
170
CWSTCasella Waste Systems, Inc.
268,849$2.1M0.32%
171
Fairmount Santrol Holdings Inc.
271,817$2.1M0.32%
172
NSANational Storage Affiliates Trust
98,098$2.0M0.31%
173
GSTEURGastar Exploration, Inc.
1,852,087$2.0M0.31%
174
PTCPTC Inc.
54,107$2.0M0.31%
175
Parsley Energy, Inc.
75,045$2.0M0.31%
176
NERVGBPMinerva Neurosciences, Inc.
197,025$2.0M0.30%
177
Higher One Holdings, Inc.
389,909$2.0M0.30%
178
STLDSteel Dynamics, Inc.
80,393$2.0M0.30%
179
ZEUSOlympic Steel, Inc.
71,527$2.0M0.29%
180
Franklin Financial Network, Inc.
62,203$2.0M0.29%
181
CPSCooper-Standard Holdings Inc.
24,491$1.9M0.29%
182
TTWOTake-Two Interactive Software, Inc.
49,052$1.9M0.28%
183
Reis, Inc.
74,145$1.8M0.28%
184
Spartan Motors, Inc.
291,694$1.8M0.27%
185
Athersys, Inc.
834,229$1.8M0.27%
186
DLAPQDelta Air Lines, Inc.
79,051$1.8M0.27%
187
Farmers Capital Bank Corporation
64,884$1.8M0.27%
188
SENEASeneca Foods Corporation
48,815$1.8M0.27%
189
IESCIES Holdings, Inc.
141,675$1.8M0.26%
190
Career Education Corporation
287,989$1.7M0.26%
191
EXA Corporation
117,924$1.7M0.26%
192
STRLSterling Construction Company, Inc.
341,337$1.7M0.25%
193
GENCGencor Industries, Inc.
107,345$1.7M0.25%
194
AQMSEURAqua Metals, Inc.
139,950$1.6M0.25%
195
GDENGolden Entertainment, Inc.
140,406$1.6M0.25%
196
Electro Scientific Industries, Inc.
278,840$1.6M0.24%
197
ODCOil-Dri Corporation of America
46,705$1.6M0.24%
198
ENZBEnzo Biochem, Inc.
267,368$1.6M0.24%
199
HZN1USDHorizon Global Corporation
139,573$1.6M0.24%
200
United Community Financial Corp.
257,863$1.6M0.24%
PreviousPage 2 of 3Next