Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q2 2018)

As of Jun 30, 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 Q2 2018, the filing reported:

New Buys - OneSpan Inc.

Increases - Dolby Laboratories, Power Integrations, Inc., Super Micro, Trex Company, Inc.

Reductions - Autodesk, Inc., Akamai Technologies, Inc., Align Technology, Inc., The Cheesecake Factory Incorpor, Cara Therapeutics, Inc., and 45 more

Complete Exits - None reported

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 2018	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-37,822	-2.8%	$174.71K	1,332,782
Q2 2018	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Sell	-22,185	-1.4%	$115.94K	1,583,184
Q2 2018	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-31,300	-3.3%	$317.53K	928,065
Q2 2018	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Sell	-8,825	-0.9%	$53.94K	979,689
Q2 2018	CARA Cara Therapeutics, Inc.	Cara Therapeutics, Inc.	Sell	-1,278	-0.1%	$16.44K	858,287
Q2 2018	CEVA CEVA, Inc.	CEVA, Inc.	Sell	-1,253	-0.2%	$17.92K	593,253
Q2 2018	CGNX Cognex Corporation	Cognex Corporation	Sell	-2,826	-0.4%	$35.65K	799,212
Q2 2018	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell	-70	-0.2%	$16.30K	39,502
Q2 2018	DLB Dolby Laboratories	Dolby Laboratories	Buy	+622,618	+86.3%	$82.92K	1,344,217
Q2 2018	DLTH Duluth Holdings Inc.	Duluth Holdings Inc.	Sell	-775	-0.2%	$10.24K	430,293
Q2 2018	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Sell	-22,441	-1.0%	$53.07K	2,166,210
Q2 2018	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Sell	-28,448	-1.4%	$295.11K	2,027,286
Q2 2018	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Sell	-7,676	-1.3%	$119.39K	602,667
Q2 2018	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Sell	-759	-0.2%	$6.87K	488,751
Q2 2018	GGG Graco Inc.	Graco Inc.	Sell	-15,642	-1.1%	$61.26K	1,354,595
Q2 2018	GNTX Gentex Corporation	Gentex Corporation	Sell	-55,301	-1.3%	$96.26K	4,181,634
Q2 2018	GRMN Garmin	Garmin	Sell	-15,245	-1.0%	$96.17K	1,576,593
Q2 2018	INTU Intuit Inc.	Intuit Inc.	Sell	-64,278	-5.4%	$230.48K	1,128,104
Q2 2018	IRBT iRobot Corporation	iRobot Corporation	Sell	-395	-0.1%	$28.48K	375,888
Q2 2018	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell	-20,230	-5.0%	$182.37K	381,151
Q2 2018	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Sell	-46,474	-1.0%	$88.84K	4,680,916
Q2 2018	JWN Nordstrom, Inc.	Nordstrom, Inc.	Sell	-16,032	-1.2%	$71.26K	1,376,227
Q2 2018	KRNT Kornit Digital	Kornit Digital	Sell	-150	-0.1%	$3.13K	176,092
Q2 2018	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Sell	-342	-0.1%	$6.26K	257,180
Q2 2018	LSTR Landstar System, Inc.	Landstar System, Inc.	Sell	-9,352	-1.0%	$99.84K	914,288
Q2 2018	MANH Manhattan Associates, Inc.	Manhattan Associates, Inc.	Sell	-9,879	-1.1%	$42.04K	894,299
Q2 2018	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Sell	-9,143	-1.0%	$83.96K	923,155
Q2 2018	MDXG MiMedx Group, Inc	MiMedx Group, Inc	Sell	-996	-0.1%	$4.55K	712,710
Q2 2018	MIDD The Middleby Corporation	The Middleby Corporation	Sell	-11,988	-0.8%	$164.51K	1,575,497
Q2 2018	MTLS Materialise NV	Materialise NV	Sell	-2,010	-0.2%	$11.58K	892,242

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