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

As of Jun 30, 2017, 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 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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