Informed Momentum Co LLC Q3 2020 Filing

Filed November 13, 2020

Portfolio Value

$421.8M

Holdings

263

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (263 positions)

#StockSharesValue% PortfolioType
1
SITMSiTime Corp
80,713$6.8M1.61%
2
APPSDigital Turbine Inc
155,780$5.1M1.21%
3
CRDFCardiff Oncology Inc
332,900$4.7M1.12%
4
WKHSEURWorkhorse Group Inc
182,564$4.6M1.09%
5
CYRXCryoPort Inc
95,997$4.5M1.08%
6
KURAKura Oncology Inc
144,622$4.4M1.05%
7
GRWGGrowGeneration Corp
262,589$4.2M0.99%
8
MCRB1EURSeres Therapeutics Inc
133,591$3.8M0.90%
9
NLSUSDNautilus Inc
217,463$3.7M0.88%
10
REGIEURRenewable Energy Group Inc
69,354$3.7M0.88%
11
TRUPTrupanion Inc
45,262$3.6M0.85%
12
PLUNPlug Power Inc
257,104$3.4M0.82%
13
CSTLCastle Biosciences Inc
64,635$3.3M0.79%
14
PLMRPalomar Holdings Inc
31,477$3.3M0.78%
15
EXPIeXp World Holdings Inc
79,832$3.2M0.76%
16
CELHCelsius Holdings Inc
141,188$3.2M0.76%
17
CALXCalix Inc
180,084$3.2M0.76%
18
INSPInspire Medical Systems Inc
23,922$3.1M0.73%
19
PARPAR Technology Corp
75,919$3.1M0.73%
20
ACHOwens & Minor Inc
120,221$3.0M0.72%
21
OESXUSDOrion Energy Systems Inc
388,341$2.9M0.70%
22
OPRXOptimizeRx Corp
136,590$2.8M0.68%
23
IMMRImmersion Corp
396,034$2.8M0.66%
24
MAXREURMaxar Technologies Inc
111,502$2.8M0.66%
25
Crede Capital Group LLC
46,082$2.8M0.66%
26
SPWHSportsman's Warehouse Holdings Inc
192,673$2.8M0.65%
27
AMRCAmeresco Inc
82,460$2.8M0.65%
28
ZZFCarParts.com Inc
250,167$2.7M0.64%
29
CMBMCambium Networks Corp
159,223$2.7M0.64%
30
TBCHTurtle Beach Corp
143,435$2.6M0.62%
31
EFTTechTarget Inc
58,812$2.6M0.61%
32
TGTXTG Therapeutics Inc
96,480$2.6M0.61%
33
CBAYUSDCymabay Therapeutics Inc
354,337$2.6M0.61%
34
AMSCAmerican Superconductor Corp
172,801$2.5M0.59%
35
CRNCCerence Inc
51,111$2.5M0.59%
36
AAWWUSDAtlas Air Worldwide Holdings Inc
40,846$2.5M0.59%
37
7S3Mountain Lake Acquisition Co
296,942$2.5M0.58%
38
PENNPenn National Gaming Inc
33,619$2.4M0.58%
39
CLFDClearfield Inc
116,637$2.4M0.56%
40
DLTHDuluth Holdings Inc
191,973$2.3M0.56%
41
RUNSunrun Inc
30,360$2.3M0.55%
42
RHRH
6,057$2.3M0.55%
43
DOMODomo Inc
60,230$2.3M0.55%
44
XPELXPEL Inc
88,130$2.3M0.54%
45
Mohawk Group Holdings Inc
278,214$2.3M0.54%
46
IRTCiRhythm Technologies Inc
9,575$2.3M0.54%
47
INFUInfuSystem Holdings Inc
176,965$2.3M0.54%
48
RDFNRedfin Corp
45,443$2.3M0.54%
49
CHRChurchill Downs Inc
13,786$2.3M0.54%
50
SPTSprout Social Inc
58,624$2.3M0.54%
51
MyoKardia Inc
15,795$2.2M0.51%
52
BLDTopBuild Corp
12,456$2.1M0.50%
53
Providence Service Corp/The
22,783$2.1M0.50%
54
FRPTFreshpet Inc
18,942$2.1M0.50%
55
NTRANatera Inc
29,254$2.1M0.50%
56
TCE2Celldex Therapeutics Inc
141,129$2.1M0.50%
57
BJLeonard Green & Partners LP
49,682$2.1M0.49%
58
HZNPHorizon Therapeutics Plc
25,587$2.0M0.47%
59
MRTXEURMirati Therapeutics Inc
11,916$2.0M0.47%
60
AKROAkero Therapeutics Inc
63,928$2.0M0.47%
61
RUTHUSDRuth's Hospitality Group Inc
177,538$2.0M0.47%
62
OCULOcular Therapeutix Inc
256,397$2.0M0.46%
63
NFENew Fortress Energy Inc
44,213$1.9M0.46%
64
ASPUAspen Group Inc/CO
172,557$1.9M0.46%
65
SAILEURSailpoint Technologies Holdings Inc
48,673$1.9M0.46%
66
2L9Blueprint Medicines Corp
20,516$1.9M0.45%
67
SILKSilk Road Medical Inc
28,065$1.9M0.45%
68
AEYEAudioEye Inc
128,553$1.9M0.44%
69
BANDBandwidth Inc
10,589$1.8M0.44%
70
WMSAdvanced Drainage Systems Inc
29,077$1.8M0.43%
71
SWAVUSDShockwave Medical Inc
23,913$1.8M0.43%
72
SAHSonic Automotive Inc
44,903$1.8M0.43%
73
GOGOGogo Inc
191,388$1.8M0.42%
74
EBSEmergent BioSolutions Inc
17,047$1.8M0.42%
75
Arcimoto Inc
266,484$1.8M0.42%
76
MITKMitek Systems Inc
136,595$1.7M0.41%
77
BLDRBuilders FirstSource Inc
53,303$1.7M0.41%
78
SIBNSI-BONE Inc
72,951$1.7M0.41%
79
NVTA1EURInvitae Corp
39,451$1.7M0.41%
80
LGIHLGI Homes Inc
14,667$1.7M0.40%
81
Turning Point Therapeutics Inc
19,374$1.7M0.40%
82
HB6Hibbett Sports Inc
42,887$1.7M0.40%
83
Fiesta Restaurant Group Inc
178,418$1.7M0.40%
84
TWSTTwist Bioscience Corp
21,990$1.7M0.40%
85
FLGTFulgent Genetics Inc
41,703$1.7M0.40%
86
NOVAQSunnova Energy International Inc
53,870$1.6M0.39%
87
DARDarling Ingredients Inc
45,425$1.6M0.39%
88
GRBKGreen Brick Partners Inc
101,630$1.6M0.39%
89
ONEWOneWater Marine Inc
79,418$1.6M0.39%
90
BXCCerberus Capital Management LP
75,137$1.6M0.38%
91
PCRXPacira BioSciences Inc
26,798$1.6M0.38%
92
SGRYBain Capital LP
73,473$1.6M0.38%
93
Social Capital Hedosophia Holdings Corp
84,667$1.6M0.38%
94
PWRQuanta Services Inc
30,368$1.6M0.38%
95
KNSLKinsale Capital Group Inc
8,295$1.6M0.37%
96
LPSNUSDLivePerson Inc
30,331$1.6M0.37%
97
UFPIUFP Industries Inc
27,740$1.6M0.37%
98
TENBTenable Holdings Inc
41,270$1.6M0.37%
99
BLFSBioLife Solutions Inc
53,674$1.6M0.37%
100
MTHMeritage Homes Corp
14,023$1.5M0.37%
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