Informed Momentum Co LLC Q2 2018 Filing

Filed August 3, 2018

Portfolio Value

$634K

Holdings

286

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (286 positions)

#	Stock	Shares	Value	% Portfolio
1	TBCHTurtle Beach Corporation	328,478	$7K	1.05%
2	MDGLMADRIGAL PHARMACEU	20,506	$6K	0.90%
3	—USA Technologies, Inc.	376,754	$5K	0.83%
4	TRHCEURTabula Rasa Healthcare, Inc.	80,668	$5K	0.81%
5	—Nuvectra Corporation	245,287	$5K	0.79%
6	MRTXEURMirati Therapeutics, Inc.	99,656	$5K	0.77%
7	TCMDTactile Systems Technology, Inc.	93,095	$5K	0.76%
8	RUNSunRun Inc.	362,050	$5K	0.75%
9	LPSNUSDLivePerson, Inc.	222,104	$5K	0.74%
10	—BioTelemetry, Inc.	102,013	$5K	0.72%
11	RPDRapid7, Inc.	158,211	$4K	0.70%
12	IRTCIrhythm Technologies, Inc.	55,028	$4K	0.70%
13	EVBGEUREverbridge, Inc.	94,132	$4K	0.70%
14	SIENUSDSientra, Inc.	226,985	$4K	0.70%
15	TNDMTandem Diabetes Care, Inc.	200,187	$4K	0.70%
16	PVACUSDPenn Virginia Corporation	51,506	$4K	0.69%
17	ANGOAngioDynamics, Inc.	195,553	$4K	0.69%
18	—Carbonite, Inc.	124,194	$4K	0.68%
19	CMTLComtech Telecommunications Corp.	134,881	$4K	0.68%
20	MGRCMcGrath RentCorp	67,817	$4K	0.68%
21	GLUUGLU Mobile Inc.	664,878	$4K	0.67%
22	TPICQTPI COMPOSITES INC	144,463	$4K	0.67%
23	ATRCAtriCure, Inc.	155,411	$4K	0.66%
24	MBUUMalibu Boats, Inc.	100,171	$4K	0.66%
25	ETSYETSY, Inc.	99,021	$4K	0.66%
26	PGTIUSDPGT Innovations, Inc.	199,686	$4K	0.66%
27	CVCOCavco Industries, Inc.	19,877	$4K	0.65%
28	ICFIICF International, Inc.	57,464	$4K	0.64%
29	BJRIBJ's Restaurants, Inc.	67,904	$4K	0.64%
30	FICOFair Isaac Corporation	20,893	$4K	0.64%
31	OSPNONESPAN INC	203,714	$4K	0.63%
32	STAASTAAR Surgical Company	128,820	$4K	0.63%
33	VRNSVaronis Systems, Inc.	53,486	$4K	0.63%
34	FIVNFive9, Inc.	112,287	$4K	0.61%
35	NTRANatera, Inc.	205,543	$4K	0.61%
36	AXGNAxogen Inc	75,926	$4K	0.60%
37	CHGGChegg, Inc.	134,404	$4K	0.59%
38	PJTPJT Partners Inc.	69,926	$4K	0.59%
39	TTDTHE TRADE DESK INC	39,664	$4K	0.59%
40	HRTXHeron Therapeutics, Inc.	95,531	$4K	0.59%
41	KFYKorn/Ferry International	59,880	$4K	0.58%
42	INSPINSPIRE MEDICAL	102,656	$4K	0.58%
43	FRPTFreshpet, Inc.	131,211	$4K	0.57%
44	EHCENCOMPASS HLTH CRP	52,152	$4K	0.56%
45	—Genomic Health, Inc.	69,993	$4K	0.56%
46	VKTXViking Therapeutics, Inc.	369,082	$4K	0.55%
47	AMEDAmedisys, Inc.	40,912	$3K	0.55%
48	—Immunomedics, Inc.	147,400	$3K	0.55%
49	MSGSThe Madison Square Garden Company	11,160	$3K	0.55%
50	IRDMIridium Communications Inc.	214,328	$3K	0.54%
51	VICRVicor Corporation	79,197	$3K	0.54%
52	1GSNNOVANTA INC	55,270	$3K	0.54%
53	—Plantronics, Inc.	45,024	$3K	0.54%
54	HAEHaemonetics Corporation	38,228	$3K	0.54%
55	SRPTSarepta Therapeutics, Inc.	25,692	$3K	0.54%
56	—Quality Systems, Inc.	173,659	$3K	0.53%
57	CHRChurchill Downs Incorporated	11,372	$3K	0.53%
58	TREXTrex Company, Inc.	53,817	$3K	0.53%
59	JPXAeroVironment, Inc.	47,144	$3K	0.53%
60	LASRNLIGHT INC	101,757	$3K	0.53%
61	—Fiesta Restaurant Group, Inc.	117,151	$3K	0.53%
62	DCPHEURDECIPHERA PHARMACE	85,026	$3K	0.53%
63	RNGRingCentral, Inc.	47,411	$3K	0.53%
64	—Cray Inc.	135,514	$3K	0.53%
65	—Bottomline Technologies (DE), Inc.	66,886	$3K	0.53%
66	—KMG Chemicals, Inc.	45,169	$3K	0.53%
67	ICUIICU Medical, Inc.	11,339	$3K	0.53%
68	ENSGThe Ensign Group, Inc.	92,446	$3K	0.52%
69	VSTMVerastem, Inc.	477,869	$3K	0.52%
70	LHCGUSDLHC Group, Inc.	38,236	$3K	0.52%
71	SMTCSemtech Corporation	69,309	$3K	0.51%
72	CNMDCONMED Corporation	44,357	$3K	0.51%
73	SUPNSupernus Pharmaceuticals, Inc.	53,910	$3K	0.51%
74	ITGRINTEGER HOLDINGS	49,854	$3K	0.51%
75	BOOTBoot Barn Holdings, Inc.	154,989	$3K	0.51%
76	NVCRNovocure Limited	101,773	$3K	0.50%
77	—Zogenix, Inc.	71,718	$3K	0.50%
78	—FirstCash, Inc.	35,236	$3K	0.50%
79	MEDMedifast, Inc.	19,729	$3K	0.50%
80	DECKDeckers Outdoor Corporation	27,916	$3K	0.50%
81	HUBSHubSpot, Inc.	25,058	$3K	0.50%
82	LGNDLigand Pharmaceuticals Incorporated	15,066	$3K	0.49%
83	CALYCallaway Golf Company	164,451	$3K	0.49%
84	URBNUrban Outfitters, Inc.	69,697	$3K	0.49%
85	—Cornerstone OnDemand, Inc.	65,231	$3K	0.49%
86	HQYHealthEquity, Inc.	40,850	$3K	0.48%
87	AEOAmerican Eagle Outfitters, Inc.	131,465	$3K	0.48%
88	HOMEAt Home Group, Inc.	77,968	$3K	0.48%
89	TUSKMammoth Energy Partners LLC	89,880	$3K	0.48%
90	CUROEURCuro Group Holdings Corp.	122,287	$3K	0.48%
91	SBG1Seacoast Banking Corporation of Florida	96,192	$3K	0.48%
92	INGNInogen, Inc.	16,163	$3K	0.47%
93	BCBrunswick Corporation	46,532	$3K	0.47%
94	AXONAxon Enterprise, Inc.	47,274	$3K	0.47%
95	FCNFTI Consulting, Inc.	48,853	$3K	0.47%
96	—Blucora, Inc.	79,478	$3K	0.46%
97	CVNACarvana & Company	70,514	$3K	0.46%
98	—Loxo Oncology, Inc.	16,903	$3K	0.46%
99	—Carrizo Oil & Gas, Inc.	105,251	$3K	0.46%
100	AZPNUSDAspen Technology, Inc.	31,580	$3K	0.46%

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