Informed Momentum Co LLC Q3 2017 Filing

Filed November 8, 2017

Portfolio Value

$752.4M

Holdings

290

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (290 positions)

#StockSharesValue% PortfolioType
1
GLINVanEck Vectors ETF Trust
569,493$32.3M4.29%
2
CUTREURCutera, Inc.
168,133$7.0M0.92%
3
SodaStream International Ltd.
100,397$6.7M0.89%
4
WGOWinnebago Industries, Inc.
137,574$6.2M0.82%
5
Lumber Liquidators Holdings, Inc.
156,189$6.1M0.81%
6
EP3Orasure Technologies, LLC
268,514$6.0M0.80%
7
ZAGG Inc
383,461$6.0M0.80%
8
KAIKadant Inc.
60,938$6.0M0.80%
9
MAZOR Robotics Ltd.
119,083$5.9M0.78%
10
AXTIAXT, Inc.
623,639$5.7M0.76%
11
AXGNAxogen Inc
291,568$5.6M0.75%
12
KEMET Corporation
263,913$5.6M0.74%
13
Instructure, Inc.
166,712$5.5M0.73%
14
QDELUSDQuidel Corporation
124,103$5.4M0.72%
15
KTOSKratos Defense & Security Solutions, Inc
416,013$5.4M0.72%
16
Immunomedics, Inc.
387,616$5.4M0.72%
17
NVMINova Measuring Instruments Ltd.
190,135$5.3M0.71%
18
NVEEUSDNV5 Global, Inc.
97,378$5.3M0.71%
19
CN4Conn's, Inc.
188,686$5.3M0.71%
20
FMFFormFactor, Inc.
314,551$5.3M0.70%
21
CMCOColumbus McKinnon Corporation
139,730$5.3M0.70%
22
IRTCIrhythm Technologies, Inc.
101,623$5.3M0.70%
23
TCMDTactile Systems Technology, Inc.
168,778$5.2M0.69%
24
GLYCEURGlycoMimetics, Inc.
371,030$5.2M0.69%
25
UCTTUltra Clean Holdings, Inc.
167,414$5.1M0.68%
26
Intersect ENT, Inc.
164,267$5.1M0.68%
27
DVAXDynavax Technologies Corporation
237,938$5.1M0.68%
28
LPSNUSDLivePerson, Inc.
377,120$5.1M0.68%
29
Internap Corporation
1,161,840$5.1M0.67%
30
Boingo Wireless, Inc.
224,623$4.8M0.64%
31
VRNSVaronis Systems, Inc.
114,489$4.8M0.64%
32
CBAYUSDCymabay Therapeutics, Inc.
594,004$4.8M0.64%
33
MODModine Manufacturing Company
246,625$4.7M0.63%
34
Zogenix, Inc.
134,123$4.7M0.62%
35
MMSIMerit Medical Systems, Inc.
110,773$4.7M0.62%
36
ESPREsperion Therapeutics, Inc.
92,899$4.7M0.62%
37
AKBAAkebia Therapeutics, Inc.
235,470$4.6M0.62%
38
IMGNEURImmunoGen, Inc.
590,708$4.5M0.60%
39
Blucora, Inc.
173,498$4.4M0.58%
40
OMEROmeros Corporation
202,025$4.4M0.58%
41
Hortonworks, Inc.
257,580$4.4M0.58%
42
Loxo Oncology, Inc.
46,993$4.3M0.58%
43
SILCSilicom Ltd.
73,748$4.3M0.57%
44
1GSNNOVANTA INC
97,856$4.3M0.57%
45
Systemax Inc.
160,781$4.2M0.56%
46
Myokardia, Inc.
98,390$4.2M0.56%
47
TDOCTeladoc, Inc.
126,850$4.2M0.56%
48
KMG Chemicals, Inc.
76,118$4.2M0.56%
49
LHCGUSDLHC Group, Inc.
57,435$4.1M0.54%
50
EVBGEUREverbridge, Inc.
151,256$4.0M0.53%
51
ACLSAxcelis Technologies, Inc.
144,345$3.9M0.52%
52
TRHCEURTABULA RASA HEALTH
146,992$3.9M0.52%
53
TIVITY HEALTH INC
94,114$3.8M0.51%
54
Electro Scientific Industries, Inc.
271,777$3.8M0.50%
55
GTT Communications, Inc.
115,984$3.7M0.49%
56
TGTXManhattan Pharmaceuticals Inc
308,120$3.7M0.49%
57
INGNInogen, Inc.
37,231$3.5M0.47%
58
Control4 Corporation
119,485$3.5M0.47%
59
AERIEURAerie Pharmaceuticals, Inc.
67,668$3.3M0.44%
60
GBYSangamo Therapeutics, Inc
213,027$3.2M0.42%
61
MRCYMercury Systems, Inc.
60,626$3.1M0.42%
62
FOXFCompass Diversified Holdings
72,178$3.1M0.41%
63
USA Technologies, Inc.
495,315$3.1M0.41%
64
PLUSePlus inc.
33,324$3.1M0.41%
65
CHGGChegg, Inc.
204,889$3.0M0.40%
66
SIENUSDSientra, Inc.
195,989$3.0M0.40%
67
EXASExact Sciences Corporation
63,983$3.0M0.40%
68
VCVisteon Corporation
24,293$3.0M0.40%
69
WBC1EURWABCO Holdings Inc.
20,232$3.0M0.40%
70
BLDRBuilders FirstSource, Inc.
166,434$3.0M0.40%
71
NPOEnPro Industries, Inc.
37,129$3.0M0.40%
72
FGENEURFibroGen, Inc.
54,755$2.9M0.39%
73
EHTHeHealth, Inc.
123,189$2.9M0.39%
74
LMATLeMaitre Vascular, Inc.
77,156$2.9M0.38%
75
KURAKura Oncology, Inc.
192,924$2.9M0.38%
76
AVEO Pharmaceuticals, Inc.
785,338$2.9M0.38%
77
Limelight Networks, Inc.
714,391$2.8M0.38%
78
ICHRICHOR HOLDINGS LTD
105,344$2.8M0.38%
79
ALGAlamo Group Inc.
26,246$2.8M0.37%
80
PRSUViad Corp
45,705$2.8M0.37%
81
Datawatch Corporation
240,709$2.8M0.37%
82
PBYIPuma Biotechnology, Inc.
23,196$2.8M0.37%
83
SRPTSarepta Therapeutics, Inc.
61,155$2.8M0.37%
84
Care.Com, Inc.
174,108$2.8M0.37%
85
USCRU.S. Concrete, Inc.
36,147$2.8M0.37%
86
MEDMedifast, Inc.
46,334$2.8M0.37%
87
BLDTopBuild Corp.
41,706$2.7M0.36%
88
LFUSLittelfuse, Inc.
13,828$2.7M0.36%
89
IM8NInsmed Incorporated
86,522$2.7M0.36%
90
RNGRingCentral, Inc.
64,656$2.7M0.36%
91
NEONeogenomics Laboratories, Inc.
241,059$2.7M0.36%
92
KNXKnight-Swift Transportation Holdings Inc
64,214$2.7M0.35%
93
AJRDEURAerojet Rocketdyne Holdings, Inc.
75,769$2.7M0.35%
94
OLLIOllie's Bargain Outlet Holdings, Inc.
56,542$2.6M0.35%
95
PETQEURPETIQ INC
96,579$2.6M0.35%
96
TRTN-PATriton International Limited
78,371$2.6M0.35%
97
G2CEveri Holdings Inc.
341,573$2.6M0.34%
98
MBUUMalibu Boats, Inc.
81,619$2.6M0.34%
99
TTDTHE TRADE DESK INC
41,970$2.6M0.34%
100
ENVUSDEnvestnet, Inc.
50,390$2.6M0.34%
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