Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q1 2018)

As of Mar 31, 2018, 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 2018, the filing reported:

New Buys - None reported

Increases - Power Integrations, Inc.,

Reductions - Autodesk, Inc., Akamai Technologies, Inc., Align Technology, Inc., The Cheesecake Factory Incorpor, Cara Therapeutics, Inc., and 48 more

Complete Exits - iShares Russell Midcap Growth E, Nestle REG, Varex Imaging Corporation

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 2018	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-87,738	-6.0%	$172.12K	1,370,604
Q1 2018	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Sell	-37,706	-2.3%	$113.95K	1,605,369
Q1 2018	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-34,252	-3.4%	$240.93K	959,365
Q1 2018	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Sell	-13,104	-1.3%	$47.67K	988,514
Q1 2018	CARA Cara Therapeutics, Inc.	Cara Therapeutics, Inc.	Sell	-1,654	-0.2%	$10.64K	859,565
Q1 2018	CEVA CEVA, Inc.	CEVA, Inc.	Sell	-4,319	-0.7%	$21.52K	594,506
Q1 2018	CGNX Cognex Corporation	Cognex Corporation	Sell	-35,611	-4.3%	$41.70K	802,038
Q1 2018	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell	-138	-0.3%	$14.35K	39,572
Q1 2018	DLB Dolby Laboratories	Dolby Laboratories	Sell	-16,023	-2.2%	$45.87K	721,599
Q1 2018	DLTH Duluth Holdings Inc.	Duluth Holdings Inc.	Sell	-645	-0.1%	$8.07K	431,068
Q1 2018	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Sell	-46,645	-2.1%	$50.23K	2,188,651
Q1 2018	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Sell	-60,385	-2.9%	$286.82K	2,055,734
Q1 2018	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Sell	-14,002	-2.2%	$121.72K	610,343
Q1 2018	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Sell	-1,920	-0.4%	$4.83K	489,510
Q1 2018	GGG Graco Inc.	Graco Inc.	Sell	-21,213	-1.5%	$62.65K	1,370,237
Q1 2018	GNTX Gentex Corporation	Gentex Corporation	Sell	-107,486	-2.5%	$97.53K	4,236,935
Q1 2018	GRMN Garmin	Garmin	Sell	-32,247	-2.0%	$93.81K	1,591,838
Q1 2018	INTU Intuit Inc.	Intuit Inc.	Sell	-74,343	-5.9%	$206.70K	1,192,382
Q1 2018	IRBT iRobot Corporation	iRobot Corporation	Sell	-725	-0.2%	$24.15K	376,283
Q1 2018	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell	-19,187	-4.6%	$165.70K	401,381
Q1 2018	IWO iShares Russell 2000 Growth ETF	iShares Russell 2000 Growth ETF	Sell	-2,700	-13.9%	$3.18K	16,700
Q1 2018	IWP iShares Russell Midcap Growth E	iShares Russell Midcap Growth E	Sell - Position Exit	-3,605	-100.0%	$0.00	-
Q1 2018	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Sell	-126,672	-2.6%	$96.06K	4,727,390
Q1 2018	JWN Nordstrom, Inc.	Nordstrom, Inc.	Sell	-36,508	-2.6%	$67.40K	1,392,259
Q1 2018	KRNT Kornit Digital	Kornit Digital	Sell	-6,110	-3.4%	$2.27K	176,242
Q1 2018	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Sell	-66	-0.0%	$6.16K	257,522
Q1 2018	LSTR Landstar System, Inc.	Landstar System, Inc.	Sell	-23,243	-2.5%	$101.28K	923,640
Q1 2018	MANH Manhattan Associates, Inc.	Manhattan Associates, Inc.	Sell	-24,968	-2.7%	$37.87K	904,178
Q1 2018	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Sell	-18,035	-1.9%	$85.17K	932,298
Q1 2018	MDXG MiMedx Group, Inc	MiMedx Group, Inc	Sell	-655	-0.1%	$4.97K	713,706

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