Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q2 2017)

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 Jun 30, 2017. 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 Q2 2017, the filing reported:

New Buys - None reported

Increases - Akamai Technologies, Inc., The Cheesecake Factory Incorpor, CEVA, Inc., CoStar Group, Inc., Dolby Laboratories, and 27 more

Reductions - Autodesk, Inc., Align Technology, Inc., Cara Therapeutics, Inc., Cognex Corporation, Edwards Lifesciences Corporatio, and 15 more

Complete Exits - Trimble Inc.

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
Q2 2017	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-106,942	-6.2%	$163.89K	1,625,563
Q2 2017	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Buy	+7,575	+0.5%	$81.98K	1,645,925
Q2 2017	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-6,034	-0.5%	$166.61K	1,109,867
Q2 2017	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Buy	+4,215	+0.4%	$51.20K	1,017,927
Q2 2017	CARA Cara Therapeutics, Inc.	Cara Therapeutics, Inc.	Sell	-475	-0.1%	$13.48K	876,075
Q2 2017	CEVA CEVA, Inc.	CEVA, Inc.	Buy	+23,564	+3.8%	$29.13K	640,978
Q2 2017	CGNX Cognex Corporation	Cognex Corporation	Sell	-89,170	-10.0%	$68.11K	802,275
Q2 2017	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Buy	+126	+0.3%	$11.15K	42,295
Q2 2017	DLB Dolby Laboratories	Dolby Laboratories	Buy	+715	+0.1%	$36.71K	749,795
Q2 2017	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Buy	+7,231	+0.3%	$73.19K	2,266,066
Q2 2017	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Sell	-7,644	-0.4%	$251.14K	2,123,969
Q2 2017	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Buy	+3,205	+0.5%	$104.63K	629,613
Q2 2017	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Buy	+1,050	+0.2%	$6.97K	504,000
Q2 2017	GGG Graco Inc.	Graco Inc.	Sell	-965	-0.2%	$51.37K	470,046
Q2 2017	GNTX Gentex Corporation	Gentex Corporation	Buy	+33,375	+0.8%	$82.36K	4,341,788
Q2 2017	GRMN Garmin	Garmin	Buy	+8,210	+0.5%	$83.41K	1,634,576
Q2 2017	INTU Intuit Inc.	Intuit Inc.	Sell	-68,191	-5.0%	$173.88K	1,309,250
Q2 2017	IRBT iRobot Corporation	iRobot Corporation	Sell	-394	-0.1%	$32.27K	383,531
Q2 2017	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell	-15,322	-9.6%	$134.30K	143,582
Q2 2017	IWO iShares Russell 2000 Growth ETF	iShares Russell 2000 Growth ETF	Sell	-8,900	-31.4%	$3.27K	19,400
Q2 2017	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Sell	-24,775	-0.6%	$90.43K	3,961,121
Q2 2017	JWN Nordstrom, Inc.	Nordstrom, Inc.	Buy	+822,038	+1155.2%	$42.72K	893,200
Q2 2017	KRNT Kornit Digital	Kornit Digital	Buy	+400	+0.2%	$3.87K	199,871
Q2 2017	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Buy	+530	+0.2%	$6.61K	263,891
Q2 2017	LSTR Landstar System, Inc.	Landstar System, Inc.	Sell	-1,135	-0.1%	$81.27K	949,419
Q2 2017	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Buy	+5,451	+0.6%	$73.68K	954,660
Q2 2017	MDXG MiMedx Group, Inc	MiMedx Group, Inc	Sell	-1,000	-0.1%	$10.87K	726,225
Q2 2017	MIDD The Middleby Corporation	The Middleby Corporation	Sell	-984	-0.1%	$201.63K	1,659,379
Q2 2017	MTLS Materialise NV	Materialise NV	Buy	+350	+0.0%	$11.32K	953,996
Q2 2017	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Buy	+2,335	+0.2%	$35.18K	1,361,532

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