Informed Momentum Co LLC Q2 2018 Filing

Filed August 3, 2018

Portfolio Value

$634.2M

Holdings

286

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (286 positions)

#StockSharesValue% PortfolioType
101
NTBThe Bank of N. T. Butterfield & Son Limi
63,461$2.9M0.46%
102
Shutterfly, Inc.
32,154$2.9M0.46%
103
EPAMEPAM Systems, Inc.
23,221$2.9M0.46%
104
Whiting Petroleum Corporation
54,616$2.9M0.45%
105
PODDInsulet Corporation
33,504$2.9M0.45%
106
PENPenumbra, Inc.
20,612$2.8M0.45%
107
CSFLUSDCenterstate Bank Corporation
95,023$2.8M0.45%
108
THCTenet Healthcare Corporation
84,241$2.8M0.45%
109
YEXTYext, Inc.
146,135$2.8M0.45%
110
USNAUSANA Health Sciences, Inc.
24,232$2.8M0.44%
111
WINGWingstop Inc.
53,568$2.8M0.44%
112
TCF Financial Corporation
112,501$2.8M0.44%
113
SAMThe Boston Beer Company, Inc.
9,183$2.8M0.43%
114
PLNTPLANET FITNESS INC
62,434$2.7M0.43%
115
Cabot Microelectronics Corporation
25,391$2.7M0.43%
116
GDOTGreen Dot Corporation
36,942$2.7M0.43%
117
ZEN1EURZendesk, Inc.
49,416$2.7M0.42%
118
RGNXRegenxbio Inc.
37,420$2.7M0.42%
119
2U, Inc.
31,970$2.7M0.42%
120
RHRH
19,118$2.7M0.42%
121
TDOCTeladoc, Inc.
45,670$2.7M0.42%
122
FIVEFive Below, Inc.
26,828$2.6M0.41%
123
MDBMongoDB, Inc.
52,201$2.6M0.41%
124
SAILEURSailPoint Technologies Holdings, Inc.
105,111$2.6M0.41%
125
Fitbit, Inc.
393,370$2.6M0.41%
126
WWEUSDWorld Wrestling Entertainment, Inc.
35,234$2.6M0.40%
127
QDELUSDQuidel Corporation
38,553$2.6M0.40%
128
GTLSChart Industries, Inc.
40,870$2.5M0.40%
129
CARBON BLACK INC
96,592$2.5M0.40%
130
VPGVishay Precision Group, Inc.
65,026$2.5M0.39%
131
TWLOTwilio Inc.
44,025$2.5M0.39%
132
GMEDGlobus Medical, Inc.
48,380$2.4M0.38%
133
EGANEgain Corporation
158,159$2.4M0.38%
134
AYXEURAlteryx, Inc.
62,563$2.4M0.38%
135
SKYSkyline Re Ltd
66,189$2.3M0.37%
136
RPRealPage, Inc.
41,900$2.3M0.36%
137
Town Sports International Holdings, Inc.
158,526$2.3M0.36%
138
QLYSQualys, Inc.
27,140$2.3M0.36%
139
NDLSUSDNoodles & Company
184,690$2.3M0.36%
140
CDXSCodexis, Inc.
156,225$2.3M0.35%
141
GKDGrand Canyon Education, Inc.
19,912$2.2M0.35%
142
WTWEURWeight Watchers International, Inc.
21,885$2.2M0.35%
143
ENPHEnphase Energy, Inc.
324,674$2.2M0.34%
144
CYRXCryoport Systems, Inc.
138,429$2.2M0.34%
145
GAIAGaia, Inc.
107,648$2.2M0.34%
146
NSPInsperity, Inc.
22,685$2.2M0.34%
147
MPWRMonolithic Power Systems, Inc.
15,924$2.1M0.34%
148
Wildhorse Resource Development Corporati
83,624$2.1M0.33%
149
LNWOScientific Games Corporation
43,009$2.1M0.33%
150
Cree, Inc.
50,796$2.1M0.33%
151
OLLIOllie's Bargain Outlet Holdings, Inc.
28,944$2.1M0.33%
152
BLDTopBuild Corp.
26,665$2.1M0.33%
153
BLFSBioLife Solutions, Inc.
182,911$2.1M0.33%
154
ALNTAllied Motion Technologies Inc.
42,813$2.0M0.32%
155
RCKYRocky Brands, Inc.
68,208$2.0M0.32%
156
CTSOCytosorbents Medical, Inc.
178,690$2.0M0.32%
157
ArQule, Inc.
365,489$2.0M0.32%
158
Pioneer Energy Services Corp.
343,168$2.0M0.32%
159
NEWREURNew Relic, Inc.
19,814$2.0M0.31%
160
Rosetta Stone Inc.
118,186$1.9M0.30%
161
IntriCon Corporation
44,415$1.8M0.28%
162
CDNACaredx, Inc.
143,501$1.8M0.28%
163
BOOMDMC Global Inc
38,087$1.7M0.27%
164
Carolina Financial Corporation
39,423$1.7M0.27%
165
DGIIDigi International Inc.
126,793$1.7M0.26%
166
DSEURDRIVE SHACK INC
214,910$1.7M0.26%
167
Apptio, Inc.
45,205$1.6M0.26%
168
T2 Biosystems, Inc.
210,761$1.6M0.26%
169
EFTTechTarget, Inc.
55,061$1.6M0.25%
170
SRIStoneridge, Inc.
43,953$1.5M0.24%
171
BCOVUSDBrightcove Inc.
159,696$1.5M0.24%
172
MEIPUSDKazia Therapeutics Limited
373,353$1.5M0.23%
173
GPRKGeopark Limited
69,912$1.4M0.23%
174
VSS-Cambium Holdings III, LLC
126,017$1.4M0.22%
175
PHPNGalectin Therapeutics, Inc.
218,429$1.4M0.22%
176
R1 RCM Inc.
159,965$1.4M0.22%
177
CBAYUSDCymabay Therapeutics, Inc.
96,188$1.3M0.20%
178
CROXCrocs, Inc.
72,866$1.3M0.20%
179
ADUSAddus HomeCare Corporation
21,824$1.2M0.20%
180
FNKOFUNKO INC
98,914$1.2M0.20%
181
Rudolph Technologies, Inc.
41,016$1.2M0.19%
182
RDNTRadNet, Inc.
79,447$1.2M0.19%
183
JOUTJohnson Outdoors Inc.
13,864$1.2M0.18%
184
AORTCryoLife, Inc.
41,900$1.2M0.18%
185
ARWRArrowhead Pharmaceuticals Inc.
84,633$1.2M0.18%
186
Career Education Corporation
70,710$1.1M0.18%
187
NEONeogenomics Laboratories, Inc.
87,107$1.1M0.18%
188
IMMRImmersion Corporation
73,491$1.1M0.18%
189
Primo Water Operations, Inc.
64,811$1.1M0.18%
190
The Providence Service Corporation
14,315$1.1M0.18%
191
UPLDUpland Software, Inc.
32,288$1.1M0.18%
192
BANDBandwidth Inc.
28,871$1.1M0.17%
193
ROFKforce Inc.
31,994$1.1M0.17%
194
OptiNose, Inc.
38,676$1.1M0.17%
195
Nanometrics Incorporated
30,477$1.1M0.17%
196
Transenterix, Inc.
245,801$1.1M0.17%
197
ENVAEnova International, Inc.
29,303$1.1M0.17%
198
XO Group Inc.
33,196$1.1M0.17%
199
Care.Com, Inc.
50,617$1.1M0.17%
200
QAD Inc.
20,982$1.1M0.17%
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