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