Informed Momentum Co LLC Q3 2018 Filing

Filed November 8, 2018

Portfolio Value

$672.8M

Holdings

297

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (297 positions)

#StockSharesValue% PortfolioType
1
BioTelemetry, Inc.
96,938$6.2M0.93%
2
TCMDTactile Systems Technology, Inc.
76,462$5.4M0.81%
3
Boingo Wireless, Inc.
152,899$5.3M0.79%
4
Health Insurance Innovations, Inc.
85,985$5.3M0.79%
5
FRPTFreshpet, Inc.
141,880$5.2M0.77%
6
SIENUSDSientra, Inc.
217,313$5.2M0.77%
7
RETAEURReata Pharmaceuticals, Inc.
63,177$5.2M0.77%
8
ATRCAtriCure, Inc.
147,410$5.2M0.77%
9
LPSNUSDLivePerson, Inc.
196,602$5.1M0.76%
10
TRHCEURTabula Rasa Healthcare, Inc.
61,651$5.0M0.74%
11
SMPLThe Simply Good Foods Company
252,899$4.9M0.73%
12
VKTXViking Therapeutics, Inc.
278,712$4.9M0.72%
13
STAASTAAR Surgical Company
100,998$4.8M0.72%
14
TNDMTandem Diabetes Care, Inc.
112,984$4.8M0.72%
15
CHEFThe Chefs' Warehouse, Inc.
132,939$4.8M0.72%
16
IRTCIrhythm Technologies, Inc.
50,560$4.8M0.71%
17
CVCOCavco Industries, Inc.
18,805$4.8M0.71%
18
ARWRArrowhead Pharmaceuticals Inc.
247,549$4.7M0.71%
19
ETSYETSY, Inc.
92,010$4.7M0.70%
20
BJRIBJ's Restaurants, Inc.
64,243$4.6M0.69%
21
MBUUMalibu Boats, Inc.
83,178$4.6M0.68%
22
IRDMIridium Communications Inc.
198,703$4.5M0.66%
23
AORTCryoLife, Inc.
125,581$4.4M0.66%
24
MCSThe Marcus Corporation
103,246$4.3M0.65%
25
ALDXAldeyra Therapeutics, Inc.
312,092$4.3M0.64%
26
PETQEURPETIQ INC
109,296$4.3M0.64%
27
BOOTBoot Barn Holdings, Inc.
148,433$4.2M0.63%
28
ICFIICF International, Inc.
54,439$4.1M0.61%
29
HAEHaemonetics Corporation
35,527$4.1M0.61%
30
INSPINSPIRE MEDICAL
96,487$4.1M0.60%
31
Control4 Corporation
117,875$4.0M0.60%
32
EVBGEUREverbridge, Inc.
70,077$4.0M0.60%
33
NVCRNovocure Limited
76,573$4.0M0.60%
34
ROKURoku Inc.
54,896$4.0M0.60%
35
GLUUGLU Mobile Inc.
528,602$3.9M0.59%
36
EHTHDover Corporation
137,084$3.9M0.58%
37
ITGRINTEGER HOLDINGS
46,325$3.8M0.57%
38
LGNDLigand Pharmaceuticals Incorporated
14,000$3.8M0.57%
39
PRKSSeaworld Entertainment, Inc.
120,008$3.8M0.56%
40
RPDRapid7, Inc.
102,016$3.8M0.56%
41
FICOFair Isaac Corporation
16,417$3.8M0.56%
42
RGENRepligen Corporation
67,461$3.7M0.56%
43
CALYCallaway Golf Company
152,916$3.7M0.55%
44
PGTIUSDPGT Innovations, Inc.
170,667$3.7M0.55%
45
TDOCTeladoc Health, Inc.
42,444$3.7M0.54%
46
LHCGUSDLHC Group, Inc.
35,527$3.7M0.54%
47
EBSEmergent BioSolutions Inc.
55,523$3.7M0.54%
48
RNGRingCentral, Inc.
38,832$3.6M0.54%
49
OMCLOmnicell, Inc.
50,058$3.6M0.53%
50
HQYHealthEquity, Inc.
37,956$3.6M0.53%
51
NGVTIngevity Corporation
35,112$3.6M0.53%
52
TWLOTwilio Inc.
40,944$3.5M0.53%
53
Intelsat S.A.
117,667$3.5M0.52%
54
3M4Masimo Corporation
28,257$3.5M0.52%
55
TECHBio-Techne Corporation
17,233$3.5M0.52%
56
NTRANatera, Inc.
145,774$3.5M0.52%
57
HUDSON LTD
154,626$3.5M0.52%
58
BLBlackline, Inc.
61,764$3.5M0.52%
59
HELEHELEN OF TROY LIMITED
26,615$3.5M0.52%
60
YELPYelp Inc.
70,440$3.5M0.52%
61
PCTYPaylocity Holding Corporation
43,042$3.5M0.51%
62
Cornerstone OnDemand, Inc.
60,610$3.4M0.51%
63
Carbonite, Inc.
96,369$3.4M0.51%
64
CUROEURCuro Group Holdings Corp.
113,593$3.4M0.51%
65
KTOSKratos Defense & Security Solutions, Inc
231,550$3.4M0.51%
66
ALRMAlarm.Com Holdings, Inc.
59,441$3.4M0.51%
67
ALSNAllison Transmission Holdings, Inc.
65,459$3.4M0.51%
68
WINGWingstop Inc.
49,775$3.4M0.51%
69
Vonage Holdings Corp.
239,361$3.4M0.50%
70
Zogenix, Inc.
68,142$3.4M0.50%
71
CLHClean Harbors, Inc.
47,171$3.4M0.50%
72
SPSCSPS Commerce, Inc.
33,826$3.4M0.50%
73
Bottomline Technologies (DE), Inc.
46,054$3.3M0.50%
74
DCIDonaldson Company, Inc.
57,392$3.3M0.50%
75
Genomic Health, Inc.
47,530$3.3M0.50%
76
IRBTQiRobot Corporation
30,359$3.3M0.50%
77
EVHEvolent Health, Inc.
117,063$3.3M0.49%
78
SAILEURSailPoint Technologies Holdings, Inc.
97,685$3.3M0.49%
79
AANUSDAaron's, Inc.
60,908$3.3M0.49%
80
CLFCleveland-Cliffs Inc.
260,899$3.3M0.49%
81
AVNSAVANOS MEDICAL INC
48,058$3.3M0.49%
82
CIENCiena Corporation
104,937$3.3M0.49%
83
TTEKTetra Tech, Inc.
47,997$3.3M0.49%
84
STRASTRATEGIC ED INC
23,895$3.3M0.49%
85
TTDTHE TRADE DESK INC
21,677$3.3M0.49%
86
CNMDCONMED Corporation
41,222$3.3M0.49%
87
ZEN1EURZendesk, Inc.
45,912$3.3M0.48%
88
The Interpublic Group of Companies, Inc.
65,933$3.3M0.48%
89
JPXAeroVironment, Inc.
29,001$3.3M0.48%
90
MRTXEURMirati Therapeutics, Inc.
68,981$3.2M0.48%
91
AINAlbany International Corp.
40,781$3.2M0.48%
92
I9DNArbutus Biopharma Corporation
342,949$3.2M0.48%
93
LSTRLandstar System, Inc.
26,537$3.2M0.48%
94
BFAMBright Horizons Family Solutions Inc.
27,400$3.2M0.48%
95
YEXTYext, Inc.
135,877$3.2M0.48%
96
PSTGPure Storage, Inc.
122,950$3.2M0.47%
97
MYGNMyriad Genetics, Inc.
69,096$3.2M0.47%
98
SSDSimpson Manufacturing Co., Inc.
43,858$3.2M0.47%
99
CHGGChegg, Inc.
111,324$3.2M0.47%
100
CSBRChampions Oncology, Inc.
179,973$3.1M0.47%
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