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
101
EGANeGain Corp
109,104$1.5M0.37%
102
DECKDeckers Outdoor Corp
6,993$1.5M0.36%
103
VRNSVaronis Systems Inc
13,293$1.5M0.36%
104
TREXTrex Co Inc
21,380$1.5M0.36%
105
FIVNFive9 Inc
11,784$1.5M0.36%
106
FNDAres Management Corp
20,043$1.5M0.36%
107
R1 RCM Inc
87,367$1.5M0.36%
108
AXNX*Axonics Modulation Technologies Inc
29,127$1.5M0.35%
109
IDYAIdeaya Biosciences Inc
117,842$1.5M0.35%
110
DNLIDenali Therapeutics Inc
41,187$1.5M0.35%
111
HASIHannon Armstrong Sustainable Infrastruct
34,740$1.5M0.35%
112
DiamondPeak Holdings Corp
56,835$1.5M0.35%
113
LNWOScientific Games Corp
41,926$1.5M0.35%
114
ZSZscaler Inc
10,401$1.5M0.35%
115
APAMArtisan Partners Asset Management Inc
37,380$1.5M0.35%
116
LVGOLivongo Health Inc
10,398$1.5M0.35%
117
07WAMr Cooper Group Inc
65,225$1.5M0.35%
118
PTGXProtagonist Therapeutics Inc
74,346$1.5M0.34%
119
LPROOpen Lending Corp
56,708$1.4M0.34%
120
FATEFate Therapeutics Inc
36,160$1.4M0.34%
121
HALOHalozyme Therapeutics Inc
54,452$1.4M0.34%
122
ROCKGibraltar Industries Inc
21,912$1.4M0.34%
123
RAREUltragenyx Pharmaceutical Inc
17,188$1.4M0.34%
124
BG3Big 5 Sporting Goods Corp
188,340$1.4M0.33%
125
BBBYEURBed Bath & Beyond Inc
93,693$1.4M0.33%
126
NSTGEURNanoString Technologies Inc
31,110$1.4M0.33%
127
UTZUtz Brands Inc
77,425$1.4M0.33%
128
NUANEURNuance Communications Inc
41,724$1.4M0.33%
129
SSDSimpson Manufacturing Co Inc
14,218$1.4M0.33%
130
PTONPeloton Interactive Inc
13,862$1.4M0.33%
131
DSKEUSDDaseke Inc
255,191$1.4M0.32%
132
CyberOptics Corp
42,677$1.4M0.32%
133
Lazydays Holdings Inc
107,030$1.4M0.32%
134
PFSIPennyMac Financial Services Inc
23,316$1.4M0.32%
135
Stamps.com Inc
5,622$1.4M0.32%
136
EDUCEducational Development Corp
79,978$1.3M0.32%
137
Pacific Ethanol Inc
183,105$1.3M0.32%
138
BWINBRP Group Inc
53,560$1.3M0.32%
139
TNDMTandem Diabetes Care Inc
11,738$1.3M0.32%
140
ARNAEURArena Pharmaceuticals Inc
17,701$1.3M0.31%
141
MANHManhattan Associates Inc
13,732$1.3M0.31%
142
CLSKCleanspark Inc
104,806$1.3M0.31%
143
SGCSuperior Group of Cos Inc
55,972$1.3M0.31%
144
HCIHCI Group Inc
26,057$1.3M0.30%
145
SSTKShutterstock Inc
24,626$1.3M0.30%
146
MIKUSDMichaels Cos Inc/The
131,653$1.3M0.30%
147
IESCTontine Associates LLC
39,851$1.3M0.30%
148
ESCAEscalade Inc
68,915$1.3M0.30%
149
PACBPacific Biosciences of California Inc
127,447$1.3M0.30%
150
PACKRanpak Holdings Corp
131,947$1.3M0.30%
151
SAMBoston Beer Co Inc/The
1,420$1.3M0.30%
152
DYDycom Industries Inc
23,610$1.2M0.30%
153
IMVTRoivant Sciences Ltd
35,393$1.2M0.30%
154
NRIXNurix Therapeutics Inc
35,210$1.2M0.29%
155
SPWRQTOTAL SE
98,234$1.2M0.29%
156
SPSCSPS Commerce Inc
15,765$1.2M0.29%
157
CRLCharles River Laboratories International
5,417$1.2M0.29%
158
TBHCKirkland's Inc
148,412$1.2M0.29%
159
VCYTVeracyte Inc
37,314$1.2M0.29%
160
TPICQTPI Composites Inc
41,762$1.2M0.29%
161
ENQEntegris Inc
16,239$1.2M0.29%
162
CVGICommercial Vehicle Group Inc
184,420$1.2M0.29%
163
ARLOArlo Technologies Inc
228,505$1.2M0.28%
164
AVNWAviat Networks Inc
54,496$1.2M0.28%
165
GNRCGenerac Holdings Inc
6,117$1.2M0.28%
166
RGENRepligen Corp
8,020$1.2M0.28%
167
PNTGEnsign Group Inc/The
30,509$1.2M0.28%
168
TUPTupperware Brands Corp
58,279$1.2M0.28%
169
AZEKAZEK Co Inc/The
33,673$1.2M0.28%
170
YETIYETI Holdings Inc
25,682$1.2M0.28%
171
VICRVicor Corp
14,740$1.1M0.27%
172
REKRRekor Systems Inc
198,299$1.1M0.27%
173
HOVHovnanian Enterprises Inc
35,009$1.1M0.27%
174
IMXIInternational Money Express Inc
78,717$1.1M0.27%
175
TREURTrillium Therapeutics Inc
79,303$1.1M0.27%
176
GSHDGoosehead Insurance Inc
13,008$1.1M0.27%
177
WINGRoark Capital Group Inc
8,216$1.1M0.27%
178
PEGAPegasystems Inc
9,167$1.1M0.26%
179
LTRXLantronix Inc
229,616$1.1M0.26%
180
HZN1USDHorizon Global Corp
190,202$1.1M0.26%
181
BILLBill.com Holdings Inc
10,910$1.1M0.26%
182
CSSEQChicken Soup for the Soul Holdings LLC
75,585$1.1M0.26%
183
BEBloom Energy Corp
60,569$1.1M0.26%
184
SAIASaia Inc
8,592$1.1M0.26%
185
BCLIEURBrainStorm Cell Therapeutics Inc
63,967$1.1M0.26%
186
LQDTLiquidity Services Inc
144,035$1.1M0.25%
187
RVNCEURRevance Therapeutics Inc
42,537$1.1M0.25%
188
NVMINova Measuring Instruments Ltd
20,475$1.1M0.25%
189
NARIUSDInari Medical Inc
15,453$1.1M0.25%
190
ACCSIssuer Direct Corp
53,671$1.1M0.25%
191
FSLYFastly Inc
11,350$1.1M0.25%
192
NETCloudflare Inc
25,796$1.1M0.25%
193
NIUNiu Technologies
54,996$1.1M0.25%
194
ASPNAspen Aerogels Inc
96,429$1.1M0.25%
195
TOCAEURForte Biosciences Inc
21,723$1.1M0.25%
196
FLWS1-800-Flowers.com Inc
41,779$1.0M0.25%
197
FTHMFathom Holdings Inc
65,844$1.0M0.25%
198
GIIIG-III Apparel Group Ltd
79,038$1.0M0.25%
199
Biohaven Pharmaceutical Holding Co Ltd
15,752$1.0M0.24%
200
LADLithia Motors Inc
4,492$1.0M0.24%
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