Informed Momentum Co LLC Q2 2020 Filing

Filed August 13, 2020

Portfolio Value

$452.4M

Holdings

254

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (254 positions)

#StockSharesValue% PortfolioType
101
ASPUAspen Group Inc/CO
204,677$1.9M0.41%
102
MEIPUSDMEI Pharma Inc
444,826$1.8M0.41%
103
MPWRMonolithic Power Systems Inc
7,739$1.8M0.41%
104
CWHCamping World Holdings Inc
67,410$1.8M0.40%
105
FOXFFox Factory Holding Corp
22,137$1.8M0.40%
106
ARNAEURArena Pharmaceuticals Inc
28,971$1.8M0.40%
107
VICRVicor Corp
25,195$1.8M0.40%
108
ZNGAEURZynga Inc
189,625$1.8M0.40%
109
FIVNFive9 Inc
16,313$1.8M0.40%
110
COHRII-VI Inc
38,214$1.8M0.40%
111
MANHManhattan Associates Inc
19,030$1.8M0.40%
112
KNSLKinsale Capital Group Inc
11,490$1.8M0.39%
113
1Life Healthcare Inc
49,075$1.8M0.39%
114
KRMDRepro-Med Systems Inc
197,010$1.8M0.39%
115
ZSZscaler Inc
16,023$1.8M0.39%
116
SPTSprout Social Inc
65,017$1.8M0.39%
117
BILLBill.com Holdings Inc
19,446$1.8M0.39%
118
CIENCiena Corp
32,334$1.8M0.39%
119
IDYAIdeaya Biosciences Inc
122,988$1.7M0.39%
120
THOThor Industries Inc
16,342$1.7M0.38%
121
FATEFate Therapeutics Inc
50,110$1.7M0.38%
122
OLLIOllie's Bargain Outlet Holdings Inc
17,587$1.7M0.38%
123
XLRNAcceleron Pharma Inc
18,014$1.7M0.38%
124
XPELXPEL Inc
109,657$1.7M0.38%
125
2U Inc
45,146$1.7M0.38%
126
PRLBProto Labs Inc
15,151$1.7M0.38%
127
EVBGEUREverbridge Inc
12,264$1.7M0.38%
128
ARAntero Resources Corp
664,622$1.7M0.37%
129
BOOTBoot Barn Holdings Inc
77,921$1.7M0.37%
130
PFSIPennyMac Financial Services Inc
40,144$1.7M0.37%
131
HXLHexcel Corp
36,939$1.7M0.37%
132
SAIASaia Inc
14,898$1.7M0.37%
133
SMGScotts Miracle-Gro Co/The
12,236$1.6M0.36%
134
CTSOCytoSorbents Corp
164,400$1.6M0.36%
135
RCUSArcus Biosciences Inc
65,606$1.6M0.36%
136
WWDWoodward Inc
20,863$1.6M0.36%
137
WERNWerner Enterprises Inc
36,884$1.6M0.35%
138
BIGGQBig Lots Inc
38,243$1.6M0.35%
139
TNDMTandem Diabetes Care Inc
16,216$1.6M0.35%
140
WSMWilliams-Sonoma Inc
19,414$1.6M0.35%
141
SFMSprouts Farmers Market Inc
61,925$1.6M0.35%
142
PARPAR Technology Corp
52,625$1.6M0.35%
143
AXTIAXT Inc
328,562$1.6M0.35%
144
MyoKardia Inc
16,158$1.6M0.35%
145
BTAIEURBioxcel Therapeutics Inc
29,365$1.6M0.34%
146
CLDRCloudera Inc
121,090$1.5M0.34%
147
OPKOPKO Health Inc
446,989$1.5M0.34%
148
CYRXCryoPort Inc
49,670$1.5M0.33%
149
HAINHain Celestial Group Inc/The
47,566$1.5M0.33%
150
TRUPTrupanion Inc
34,954$1.5M0.33%
151
IOVAIovance Biotherapeutics Inc
53,143$1.5M0.32%
152
QDELUSDQuidel Corp
6,482$1.4M0.32%
153
PENNPenn National Gaming Inc
47,277$1.4M0.32%
154
Stamps.com Inc
7,771$1.4M0.32%
155
REPLReplimune Group Inc
57,086$1.4M0.31%
156
SMCIUSDSuper Micro Computer Inc
49,712$1.4M0.31%
157
CERSCerus Corp
212,520$1.4M0.31%
158
NMIHNMI Holdings Inc
86,702$1.4M0.31%
159
TDOCTeladoc Health Inc
7,283$1.4M0.31%
160
UTIUniversal Technical Institute Inc
198,350$1.4M0.30%
161
RGENRepligen Corp
11,099$1.4M0.30%
162
OVIDOvid therapeutics Inc
184,728$1.4M0.30%
163
ENQEntegris Inc
22,417$1.3M0.29%
164
PZZAPapa John's International Inc
16,524$1.3M0.29%
165
CRLCharles River Laboratories International
7,501$1.3M0.29%
166
PEGAPegasystems Inc
12,623$1.3M0.28%
167
Eldorado Resorts Inc
31,270$1.3M0.28%
168
TBCHTurtle Beach Corp
84,858$1.2M0.28%
169
CEVACEVA Inc
33,359$1.2M0.28%
170
MRTNMarten Transport Ltd
49,334$1.2M0.27%
171
Landcadia Holdings II Inc
75,044$1.2M0.27%
172
PWIPower Integrations Inc
10,299$1.2M0.27%
173
MTBC Inc
146,792$1.2M0.27%
174
RHPRyman Hospitality Properties Inc
35,113$1.2M0.27%
175
MHHMastech Digital Inc
46,316$1.2M0.27%
176
FLWS1-800-Flowers.com Inc
59,766$1.2M0.26%
177
AIRAAR Corp
57,694$1.2M0.26%
178
ALLOAllogene Therapeutics Inc
27,685$1.2M0.26%
179
AMRCAmeresco Inc
42,327$1.2M0.26%
180
EX9Exelixis Inc
48,843$1.2M0.26%
181
CUECue Biopharma Inc
46,310$1.1M0.25%
182
QTS Realty Trust Inc
17,695$1.1M0.25%
183
DRIDarden Restaurants Inc
14,814$1.1M0.25%
184
SWCHEURSwitch Inc
62,078$1.1M0.24%
185
MCRIMonarch Casino & Resort Inc
31,322$1.1M0.24%
186
DKNG1USDDraftKings Inc
31,844$1.1M0.23%
187
TBHCKirkland's Inc
390,036$1.1M0.23%
188
Ocean Bio-Chem Inc
75,629$1.1M0.23%
189
Lumber Liquidators Holdings Inc
75,377$1.0M0.23%
190
Avenue Therapeutics Inc
96,255$1.0M0.23%
191
NIUNiu Technologies
63,324$1.0M0.22%
192
GNSSGenasys Inc
203,762$990K0.22%
193
Dicerna Pharmaceuticals Inc
38,983$990K0.22%
194
NVMINova Measuring Instruments Ltd
20,475$987K0.22%
195
AVNWAviat Networks Inc
52,290$954K0.21%
196
SIL1EURSilverCrest Metals Inc
103,744$948K0.21%
197
UNFIUnited Natural Foods Inc
51,338$935K0.21%
198
Kadmon Holdings Inc
182,265$933K0.21%
199
BWENBroadwind Inc
248,277$931K0.21%
200
BCLIEURBrainStorm Cell Therapeutics Inc
81,854$918K0.20%
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