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

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, 2018. 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 Computer, Inc., 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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