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

According to the SEC 13F filed on Aug 14, 2026, the Disciplined Growth Investors portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2016. 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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