Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q1 2016)

As of Mar 31, 2016, the Disciplined Growth Investors portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2016, the filing reported:

New Buys - MiMedx Group, Inc, SPS Commerce, Inc.

Increases - CEVA, Inc., Power Integrations, Inc., PROS Holdings, Inc., Surmodics, Inc., Stratasys, and 4 more

Reductions - Autodesk, Inc., Akamai Technologies, Inc., Align Technology, Inc., The Cheesecake Factory Incorpor, Cognex Corporation, and 32 more

Complete Exits - iShares Russell Midcap Growth E

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2016	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-59,675	-3.1%	$108.56K	1,861,760
Q1 2016	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Sell	-42,975	-2.6%	$91.19K	1,641,058
Q1 2016	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-36,444	-3.1%	$81.97K	1,127,666
Q1 2016	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Sell	-33,125	-3.2%	$53.75K	1,012,475
Q1 2016	CEVA CEVA, Inc.	CEVA, Inc.	Buy	+1,525	+0.2%	$13.84K	614,896
Q1 2016	CGNX Cognex Corporation	Cognex Corporation	Sell	-22,375	-2.6%	$32.90K	844,700
Q1 2016	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell	-155	-0.4%	$7.61K	40,414
Q1 2016	DLB Dolby Laboratories	Dolby Laboratories	Sell	-26,525	-3.5%	$32.18K	740,395
Q1 2016	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Sell	-88,500	-3.8%	$71.58K	2,249,663
Q1 2016	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Sell	-82,440	-3.4%	$205.33K	2,327,734
Q1 2016	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Sell	-19,880	-3.1%	$95.30K	628,913
Q1 2016	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Sell	-1,225	-0.3%	$5.95K	482,350
Q1 2016	GGG Graco Inc.	Graco Inc.	Sell	-18,300	-3.8%	$39.28K	467,889
Q1 2016	GNTX Gentex Corporation	Gentex Corporation	Sell	-143,575	-3.2%	$68.36K	4,357,078
Q1 2016	GRMN Garmin	Garmin	Sell	-33,400	-2.0%	$65.68K	1,643,559
Q1 2016	INTU Intuit Inc.	Intuit Inc.	Sell	-145,780	-8.5%	$162.72K	1,564,504
Q1 2016	IRBT iRobot Corporation	iRobot Corporation	Sell	-450	-0.1%	$12.94K	366,500
Q1 2016	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell	-6,075	-3.7%	$95.43K	158,766
Q1 2016	IWP iShares Russell Midcap Growth E	iShares Russell Midcap Growth E	Sell - Position Exit	-6,100	-100.0%	$0.00	-
Q1 2016	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Sell	-292,550	-7.0%	$82.62K	3,912,191
Q1 2016	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Sell	-125	-0.1%	$3.28K	249,711
Q1 2016	LSTR Landstar System, Inc.	Landstar System, Inc.	Sell	-36,475	-3.6%	$62.86K	972,974
Q1 2016	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Sell	-17,900	-1.8%	$46.62K	967,219
Q1 2016	MDXG MiMedx Group, Inc	MiMedx Group, Inc	Buy - Position Entry	+187,525	-	$1.64K	187,525
Q1 2016	MIDD The Middleby Corporation	The Middleby Corporation	Sell	-46,375	-2.6%	$182.72K	1,711,358
Q1 2016	MRCY Mercury Systems Inc	Mercury Systems Inc	Sell	-2,250	-1.0%	$4.55K	224,150
Q1 2016	MTLS Materialise NV	Materialise NV	Sell	-3,510	-0.5%	$5.45K	717,365
Q1 2016	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Sell	-29,325	-2.2%	$49.39K	1,319,482
Q1 2016	OTEX Open Text Corporation	Open Text Corporation	Sell	-93,875	-3.0%	$157.91K	3,048,544
Q1 2016	PAYX Paychex, Inc.	Paychex, Inc.	Sell	-23,900	-3.6%	$34.58K	640,245

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