Informed Momentum Co LLC Q2 2021 Filing

Filed August 13, 2021

Portfolio Value

$647.6M

Holdings

302

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (302 positions)

#StockSharesValue% PortfolioType
201
WOWWideOpenWest Inc
76,655$1.6M0.25%
202
ZDGEZedge Inc
86,179$1.6M0.25%
203
NPOEnPro Industries Inc
16,299$1.6M0.24%
204
07SDell Technologies Inc
85,099$1.6M0.24%
205
Agiliti Inc
72,245$1.6M0.24%
206
SKYTSkyWater Technology Inc
55,087$1.6M0.24%
207
Bonanza Creek Energy Inc
33,518$1.6M0.24%
208
SSUPSuperior Industries International Inc
182,597$1.6M0.24%
209
SCOR1EURcomScore Inc
314,376$1.6M0.24%
210
ASTHApollo Medical Holdings Inc
24,928$1.6M0.24%
211
LNTHLantheus Holdings Inc
56,294$1.6M0.24%
212
PDSPrecision Drilling Corp
37,281$1.6M0.24%
213
RG6Rogers Corp
7,653$1.5M0.24%
214
TPLTexas Pacific Land Corp
956$1.5M0.24%
215
XXYCross Country Healthcare Inc
92,511$1.5M0.24%
216
ANFAbercrombie & Fitch Co
32,641$1.5M0.23%
217
TSQTownsquare Media Inc
118,634$1.5M0.23%
218
FTS International Inc
53,325$1.5M0.23%
219
MGIEURMoneyGram International Inc
149,576$1.5M0.23%
220
MIDDMiddleby Corp/The
8,706$1.5M0.23%
221
OIIOceaneering International Inc
96,704$1.5M0.23%
222
OSKOshkosh Corp
12,057$1.5M0.23%
223
VSTMVerastem Inc
369,000$1.5M0.23%
224
TTECTTEC Holdings Inc
14,549$1.5M0.23%
225
Huttig Building Products Inc
256,461$1.5M0.23%
226
B7SBrookdale Senior Living Inc
187,297$1.5M0.23%
227
GTLSChart Industries Inc
10,081$1.5M0.23%
228
AMSWAUSDAmerican Software Inc/GA
67,164$1.5M0.23%
229
TGLSEnergy Holding Corp
68,744$1.5M0.23%
230
PRKSSeaWorld Entertainment Inc
29,380$1.5M0.23%
231
WLMSEURWilliams Industrial Services Group Inc
251,366$1.5M0.23%
232
LXULSB Industries Inc
241,866$1.5M0.23%
233
SBSafe Bulkers Inc
363,574$1.5M0.23%
234
MDXGMiMedx Group Inc
116,075$1.5M0.22%
235
MTZMasTec Inc
13,680$1.5M0.22%
236
ACHCAcadia Healthcare Co Inc
23,121$1.5M0.22%
237
CENTACentral Garden & Pet Co
29,875$1.4M0.22%
238
FRDFriedman Industries Inc
107,712$1.4M0.22%
239
SUXSYNNEX Corp
11,799$1.4M0.22%
240
UPBDRent-A-Center Inc/TX
27,023$1.4M0.22%
241
RRDEURRR Donnelley & Sons Co
227,089$1.4M0.22%
242
K6BKBR Inc
37,341$1.4M0.22%
243
BYDBoyd Gaming Corp
23,178$1.4M0.22%
244
EFREnergy Fuels Inc/Canada
235,144$1.4M0.22%
245
FCNCAFirst Citizens BancShares Inc/NC
1,708$1.4M0.22%
246
AGSApollo Global Management Inc
143,539$1.4M0.22%
247
NOTVInotiv Inc
53,217$1.4M0.22%
248
KTBKontoor Brands Inc
25,171$1.4M0.22%
249
PTBPotbelly Corp
179,160$1.4M0.22%
250
Manning & Napier Inc
179,305$1.4M0.22%
251
CERE1EURCerevel Therapeutics Holdings Inc
55,021$1.4M0.22%
252
TALOTalos Energy Inc
90,095$1.4M0.22%
253
PACKRanpak Holdings Corp
55,173$1.4M0.21%
254
GDYNGrid Dynamics Holdings Inc
91,703$1.4M0.21%
255
UREUr-Energy Inc
981,390$1.4M0.21%
256
JYNTJoint Corp/The
16,345$1.4M0.21%
257
CUCAAvis Budget Group Inc
17,588$1.4M0.21%
258
DLAPQDelta Apparel Inc
46,281$1.4M0.21%
259
VTSIVirTra Inc
184,130$1.4M0.21%
260
TBBKBancorp Inc/The
58,984$1.4M0.21%
261
Volt Information Sciences Inc
295,553$1.4M0.21%
262
ALLTAllot Ltd
67,835$1.3M0.21%
263
SCHN1EURSchnitzer Steel Industries Inc
27,190$1.3M0.21%
264
INODInnodata Inc
189,995$1.3M0.21%
265
ENVAEnova International Inc
38,648$1.3M0.20%
266
HROWHarrow Health Inc
142,272$1.3M0.20%
267
MORFMorphic Holding Inc
22,933$1.3M0.20%
268
RILYB Riley Financial Inc
17,351$1.3M0.20%
269
HVTHaverty Furniture Cos Inc
30,548$1.3M0.20%
270
SBOWEURSilverBow Resources Inc
55,600$1.3M0.20%
271
ACUAcme United Corp
28,738$1.3M0.20%
272
ALTGAlta Equipment Group Inc
94,618$1.3M0.19%
273
DFINDonnelley Financial Solutions Inc
37,813$1.2M0.19%
274
VTGNUSDVistaGen Therapeutics Inc
392,455$1.2M0.19%
275
CLSDUSDClearside Biomedical Inc
247,561$1.2M0.19%
276
Select Interior Concepts Inc
127,283$1.2M0.18%
277
MEGMontrose Environmental Group Inc
22,204$1.2M0.18%
278
NOANorth American Construction Group Ltd
77,995$1.2M0.18%
279
iMedia Brands Inc
145,225$1.2M0.18%
280
FPIFarmland Partners Inc
96,235$1.2M0.18%
281
FLXSFlexsteel Industries Inc
28,454$1.1M0.18%
282
PFMTUSDPerformant Financial Corp
301,642$1.1M0.17%
283
PIRSPieris Pharmaceuticals Inc
288,459$1.1M0.17%
284
CELCCelcuity Inc
45,905$1.1M0.17%
285
PCYOPure Cycle Corp
79,397$1.1M0.17%
286
RICKRCI Hospitality Holdings Inc
16,429$1.1M0.17%
287
JAKKJAKKS Pacific Inc
97,683$1.1M0.17%
288
CMBMCambium Networks Corp
21,541$1.0M0.16%
289
IESCTontine Associates LLC
20,236$1.0M0.16%
290
BSETBassett Furniture Industries Inc
42,581$1.0M0.16%
291
CAMPEURCalAmp Corp
81,160$1.0M0.16%
292
IRIXIRIDEX Corp
145,805$1.0M0.16%
293
IDYAIdeaya Biosciences Inc
48,810$1.0M0.16%
294
Computer Task Group Inc
104,712$1.0M0.16%
295
CMLSCumulus Media Inc
68,875$1.0M0.16%
296
CBNKCapital Bancorp Inc
48,895$1.0M0.15%
297
SFSTSouthern First Bancshares Inc
19,288$987K0.15%
298
CCBCoastal Financial Corp/WA
34,270$979K0.15%
299
NATRNature's Sunshine Products Inc
33,051$574K0.09%
300
VTNRUSDVertex Energy Inc
36,311$480K0.07%
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