Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q3 2017)

As of Sep 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 Q3 2017, the filing reported:

New Buys - Duluth Holdings Inc., Manhattan Associates, Inc., Sleep Number Corporation, Under Armour, Inc.

Increases - JetBlue Airways Corporation

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
Q3 2017	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-168,640	-10.4%	$163.55K	1,456,923
Q3 2017	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Sell	-16,322	-1.0%	$79.39K	1,629,603
Q3 2017	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-20,499	-1.8%	$202.92K	1,089,368
Q3 2017	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Sell	-12,875	-1.3%	$42.33K	1,005,052
Q3 2017	CARA Cara Therapeutics, Inc.	Cara Therapeutics, Inc.	Sell	-26,925	-3.1%	$11.62K	849,150
Q3 2017	CEVA CEVA, Inc.	CEVA, Inc.	Sell	-34,975	-5.5%	$25.94K	606,003
Q3 2017	CGNX Cognex Corporation	Cognex Corporation	Sell	-378,705	-47.2%	$46.71K	423,570
Q3 2017	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell	-2,045	-4.8%	$10.80K	40,250
Q3 2017	DLB Dolby Laboratories	Dolby Laboratories	Sell	-5,775	-0.8%	$42.80K	744,020
Q3 2017	DLTH Duluth Holdings Inc.	Duluth Holdings Inc.	Buy - Position Entry	+309,279	-	$6.28K	309,279
Q3 2017	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Sell	-28,850	-1.3%	$72.49K	2,237,216
Q3 2017	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Sell	-19,525	-0.9%	$230.04K	2,104,444
Q3 2017	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Sell	-6,100	-1.0%	$112.30K	623,513
Q3 2017	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Sell	-16,175	-3.2%	$8.69K	487,825
Q3 2017	GGG Graco Inc.	Graco Inc.	Sell	-3,400	-0.7%	$57.72K	466,646
Q3 2017	GNTX Gentex Corporation	Gentex Corporation	Sell	-41,750	-1.0%	$85.14K	4,300,038
Q3 2017	GRMN Garmin	Garmin	Sell	-19,900	-1.2%	$87.14K	1,614,676
Q3 2017	INTU Intuit Inc.	Intuit Inc.	Sell	-33,121	-2.5%	$181.39K	1,276,129
Q3 2017	IRBT iRobot Corporation	iRobot Corporation	Sell	-17,725	-4.6%	$28.19K	365,806
Q3 2017	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell	-2,766	-1.9%	$147.28K	140,816
Q3 2017	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Buy	+899,775	+22.7%	$90.07K	4,860,896
Q3 2017	JWN Nordstrom, Inc.	Nordstrom, Inc.	Sell	-3,473	-0.4%	$41.95K	889,727
Q3 2017	KRNT Kornit Digital	Kornit Digital	Sell	-23,251	-11.6%	$2.70K	176,620
Q3 2017	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Sell	-15,325	-5.8%	$9.69K	248,566
Q3 2017	LSTR Landstar System, Inc.	Landstar System, Inc.	Sell	-10,125	-1.1%	$93.60K	939,294
Q3 2017	MANH Manhattan Associates, Inc.	Manhattan Associates, Inc.	Buy - Position Entry	+925,100	-	$38.46K	925,100
Q3 2017	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Sell	-11,200	-1.2%	$84.70K	943,460
Q3 2017	MDXG MiMedx Group, Inc	MiMedx Group, Inc	Sell	-32,175	-4.4%	$8.24K	694,050
Q3 2017	MIDD The Middleby Corporation	The Middleby Corporation	Sell	-30,175	-1.8%	$208.81K	1,629,204
Q3 2017	MTLS Materialise NV	Materialise NV	Sell	-54,824	-5.7%	$13.09K	899,172

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