Informed Momentum Co LLC Q4 2018 Filing

Filed February 13, 2019

Portfolio Value

$368.3M

Holdings

248

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (248 positions)

#StockSharesValue% PortfolioType
1
AMSCAmerican Superconductor Corporation
370,690$4.1M1.12%
2
CDXSCodexis, Inc.
232,564$3.9M1.05%
3
EHTHeHealth, Inc.
96,052$3.7M1.00%
4
CDNACaredx, Inc.
143,427$3.6M0.98%
5
BioTelemetry, Inc.
57,362$3.4M0.93%
6
CROXCrocs, Inc.
131,265$3.4M0.93%
7
TNDMTandem Diabetes Care, Inc.
89,090$3.4M0.92%
8
VCRAUSDVocera Communications, Inc.
84,627$3.3M0.90%
9
SMPLThe Simply Good Foods Company
174,979$3.3M0.90%
10
K12 Inc.
129,286$3.2M0.87%
11
VCELVericel Corporation
182,937$3.2M0.86%
12
TRHCEURTabula Rasa Healthcare, Inc.
48,003$3.1M0.83%
13
NGVCNatural Grocers By Vitamin Cottage, Inc.
199,322$3.1M0.83%
14
GLUUGLU Mobile Inc.
377,593$3.0M0.83%
15
CHEFThe Chefs' Warehouse, Inc.
93,999$3.0M0.82%
16
LOCOEl Pollo Loco Holdings, Inc.
197,497$3.0M0.81%
17
QNSTQuinStreet, Inc.
181,047$2.9M0.80%
18
ATRCAtriCure, Inc.
95,379$2.9M0.79%
19
VNDAVanda Pharmaceuticals Inc.
110,806$2.9M0.79%
20
NXRTNexPoint Residential Trust, Inc.
82,345$2.9M0.78%
21
EVBGEUREverbridge, Inc.
50,481$2.9M0.78%
22
MCSThe Marcus Corporation
72,404$2.9M0.78%
23
VCYTVeracyte, Inc.
225,921$2.8M0.77%
24
INSPINSPIRE MEDICAL SY
66,698$2.8M0.77%
25
DENNDenny's Corporation
164,079$2.7M0.72%
26
FRPTFreshpet, Inc.
82,005$2.6M0.72%
27
ALDXAldeyra Therapeutics, Inc.
310,024$2.6M0.70%
28
AORTCryoLife, Inc.
90,281$2.6M0.70%
29
CWSTCasella Waste Systems, Inc.
88,785$2.5M0.69%
30
BCRXBioCryst Pharmaceuticals, Inc.
304,277$2.5M0.67%
31
NEONeogenomics Laboratories, Inc.
193,531$2.4M0.66%
32
AMPHAmphastar Pharmaceuticals, Inc.
122,250$2.4M0.66%
33
FIVNFive9, Inc.
54,917$2.4M0.65%
34
KIDSOrthopediatrics Corp.
67,289$2.3M0.64%
35
Apyx Medical Corporation
350,515$2.3M0.62%
36
pdvWireless, Inc.
60,735$2.3M0.62%
37
STAASTAAR Surgical Company
70,371$2.2M0.61%
38
BioDelivery Sciences International, Inc.
600,944$2.2M0.60%
39
TCMDTactile Systems Technology, Inc.
48,476$2.2M0.60%
40
CIENCiena Corporation
62,042$2.1M0.57%
41
RGENRepligen Corporation
39,877$2.1M0.57%
42
HAEHaemonetics Corporation
21,006$2.1M0.57%
43
RETAEURReata Pharmaceuticals, Inc.
37,406$2.1M0.57%
44
ITGRINTEGER HOLDINGS
27,380$2.1M0.57%
45
HELEHelen of Troy Ltd
15,728$2.1M0.56%
46
FLBFluidigm Corporation
237,087$2.0M0.56%
47
RPDRapid7, Inc.
65,044$2.0M0.55%
48
DECKDeckers Outdoor Corporation
15,768$2.0M0.55%
49
RUBIEURThe Rubicon Project, Inc.
540,741$2.0M0.55%
50
LHCGUSDLHC Group, Inc.
20,982$2.0M0.53%
51
EBSEmergent BioSolutions Inc.
32,808$1.9M0.53%
52
PARPAR Technology Corporation
89,306$1.9M0.53%
53
Proteostasis Therapeutics, Inc.
596,871$1.9M0.53%
54
KTOSKratos Defense & Security Solutions, Inc
136,829$1.9M0.52%
55
Rosetta Stone Inc.
116,258$1.9M0.52%
56
PETQEURPETIQ INC
79,558$1.9M0.51%
57
DORMDorman Products, Inc.
20,600$1.9M0.50%
58
PLNTPLANET FITNESS INC
34,242$1.8M0.50%
59
LFVNLifeVantage Corporation
138,678$1.8M0.50%
60
ALRMAlarm.Com Holdings, Inc.
35,138$1.8M0.50%
61
OMCLOmnicell, Inc.
29,573$1.8M0.49%
62
Genomic Health, Inc.
28,074$1.8M0.49%
63
BFAMBright Horizons Family Solutions Inc.
16,198$1.8M0.49%
64
ETSYETSY, Inc.
37,817$1.8M0.49%
65
IRDMIridium Communications Inc.
97,430$1.8M0.49%
66
3M4Masimo Corporation
16,697$1.8M0.49%
67
AGYSAgilysys, Inc.
124,554$1.8M0.48%
68
SPNEUSDSeaSpine Holdings Corporation
97,619$1.8M0.48%
69
NWPXNorthwest Pipe Company
76,155$1.8M0.48%
70
SHENShenandoah Telecommunications Company
40,083$1.8M0.48%
71
1GSNNOVANTA INC
27,962$1.8M0.48%
72
EVTCEVERTEC, Inc.
61,290$1.8M0.48%
73
EEFTEuronet Worldwide, Inc.
17,185$1.8M0.48%
74
Horizon Pharma Public Limited Company
89,643$1.8M0.48%
75
MMSIMerit Medical Systems, Inc.
31,060$1.7M0.47%
76
FNFabrinet
33,644$1.7M0.47%
77
Zix Corporation
300,370$1.7M0.47%
78
Harrow Health, Inc.
301,415$1.7M0.47%
79
TSAACI Worldwide, Inc.
61,748$1.7M0.46%
80
IRMDIradimed Corp.
69,850$1.7M0.46%
81
NXSTNexstar Media Group, Inc.
21,737$1.7M0.46%
82
WDFCWD 40 Co
9,256$1.7M0.46%
83
MZTILancaster Colony Corporation
9,446$1.7M0.45%
84
Kindred Biosciences, Inc.
149,257$1.6M0.44%
85
WINGWingstop Inc.
25,252$1.6M0.44%
86
WKWorkiva Inc.
45,135$1.6M0.44%
87
COLDAmericold Realty Trust
63,295$1.6M0.44%
88
MNROMonro, Inc.
23,482$1.6M0.44%
89
GDOTGreen Dot Corporation
20,252$1.6M0.44%
90
IRTCIrhythm Technologies, Inc.
23,095$1.6M0.44%
91
STRASTRATEGIC ED INC
14,127$1.6M0.44%
92
ALNTAllied Motion Technologies Inc.
35,768$1.6M0.43%
93
HMS Holdings Corp.
56,526$1.6M0.43%
94
BNFTEURBenefitfocus, Inc.
34,663$1.6M0.43%
95
CHGGChegg, Inc.
55,691$1.6M0.43%
96
MDBMongoDB, Inc.
18,862$1.6M0.43%
97
CABOCable One, Inc.
1,900$1.6M0.42%
98
OKTAOkta, Inc.
24,393$1.6M0.42%
99
SAVESpirit Airlines, Inc.
26,759$1.6M0.42%
100
Cornerstone OnDemand, Inc.
30,462$1.5M0.42%
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