Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q1 2020)

As of Mar 31, 2020, 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 2020, the filing reported:

New Buys - Alarm.com Holdings, Inc., Arista Networks, Inc., Stoneridge, Inc.

Increases - Autodesk, Inc., Cognex Corporation, Dolby Laboratories, Deluxe Corporation, Gentex Corporation, and 12 more

Reductions - Akamai Technologies, Inc., Align Technology, Inc., The Cheesecake Factory Incorpor, Cara Therapeutics, Inc., CEVA, Inc., and 40 more

Complete Exits - Chevron Corporation, iShares Russell 2000 Growth ETF, Synaptics Incorporated

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 2020	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+7,894	+0.9%	$144.87K	928,058
Q1 2020	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Sell	-9,848	-0.6%	$146.83K	1,604,918
Q1 2020	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-9,763	-1.0%	$163.23K	938,373
Q1 2020	ALRM Alarm.com Holdings, Inc.	Alarm.com Holdings, Inc.	Buy - Position Entry	+770,860	-	$29.99K	770,860
Q1 2020	ANET Arista Networks, Inc.	Arista Networks, Inc.	Buy - Position Entry	+99,346	-	$20.12K	99,346
Q1 2020	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Sell	-867,294	-87.6%	$2.10K	122,906
Q1 2020	CARA Cara Therapeutics, Inc.	Cara Therapeutics, Inc.	Sell	-82,376	-9.8%	$9.99K	756,538
Q1 2020	CEVA CEVA, Inc.	CEVA, Inc.	Sell	-63,363	-11.0%	$12.74K	511,009
Q1 2020	CGNX Cognex Corporation	Cognex Corporation	Buy	+63,316	+3.1%	$88.15K	2,087,915
Q1 2020	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell	-9,966	-48.3%	$6.25K	10,648
Q1 2020	CTRA Coterra Energy Inc.	Coterra Energy Inc.	Sell	-70,249	-0.8%	$156.81K	9,122,197
Q1 2020	CVX Chevron Corporation	Chevron Corporation	Sell - Position Exit	-1,950	-100.0%	$0.00	-
Q1 2020	DLB Dolby Laboratories	Dolby Laboratories	Buy	+28,825	+1.6%	$100.03K	1,845,294
Q1 2020	DLTH Duluth Holdings Inc.	Duluth Holdings Inc.	Sell	-10,073	-2.6%	$1.49K	371,465
Q1 2020	DLX Deluxe Corporation	Deluxe Corporation	Buy	+42,738	+3.0%	$37.65K	1,452,084
Q1 2020	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Sell	-581,502	-63.2%	$64.00K	339,284
Q1 2020	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Sell	-216,424	-40.3%	$83.64K	320,860
Q1 2020	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Sell	-63,077	-7.0%	$5.38K	840,517
Q1 2020	GGG Graco Inc.	Graco Inc.	Sell	-132,562	-9.8%	$59.61K	1,223,290
Q1 2020	GNTX Gentex Corporation	Gentex Corporation	Buy	+1,063,076	+25.0%	$117.86K	5,318,439
Q1 2020	GRMN Garmin	Garmin	Buy	+13,680	+0.9%	$118.47K	1,580,411
Q1 2020	INTU Intuit Inc.	Intuit Inc.	Sell	-200,704	-22.6%	$158.36K	688,528
Q1 2020	IPGP IPG Photonics Corporation	IPG Photonics Corporation	Sell	-3,731	-1.0%	$39.94K	362,163
Q1 2020	IRBT iRobot Corporation	iRobot Corporation	Sell	-37,796	-10.2%	$13.54K	330,967
Q1 2020	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell	-14,150	-4.3%	$154.49K	311,962
Q1 2020	IWO iShares Russell 2000 Growth ETF	iShares Russell 2000 Growth ETF	Sell - Position Exit	-5,058	-100.0%	$0.00	-
Q1 2020	IWP iShares Russell Midcap Growth E	iShares Russell Midcap Growth E	Buy	+4,845	+31.3%	$2.47K	20,308
Q1 2020	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Buy	+4,271,678	+66.0%	$96.15K	10,743,505
Q1 2020	JWN Nordstrom, Inc.	Nordstrom, Inc.	Sell	-25,203	-1.3%	$28.95K	1,886,938
Q1 2020	KRNT Kornit Digital	Kornit Digital	Buy	+300,208	+188.0%	$11.45K	459,880

Page 1 of 3