Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q3 2018)

As of Sep 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 Q3 2018, the filing reported:

New Buys - MSC Industrial Direct Company, , Strategic Education, Inc.

Increases - Autodesk, Inc., Akamai Technologies, Inc., Align Technology, Inc., The Cheesecake Factory Incorpor, Cognex Corporation, and 32 more

Reductions - Cara Therapeutics, Inc., CEVA, Inc., CoStar Group, Inc., Duluth Holdings Inc., Ethan Allen Interiors Inc., and 13 more

Complete Exits - iShares Russell 2000 Growth ETF

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 2018	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+13,548	+1.0%	$210.18K	1,346,330
Q3 2018	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Buy	+71,112	+4.5%	$121.01K	1,654,296
Q3 2018	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+9,958	+1.1%	$366.97K	938,023
Q3 2018	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Buy	+26,065	+2.7%	$53.85K	1,005,754
Q3 2018	CARA Cara Therapeutics, Inc.	Cara Therapeutics, Inc.	Sell	-8,605	-1.0%	$20.35K	849,682
Q3 2018	CEVA CEVA, Inc.	CEVA, Inc.	Sell	-11,359	-1.9%	$16.73K	581,894
Q3 2018	CGNX Cognex Corporation	Cognex Corporation	Buy	+25,390	+3.2%	$46.03K	824,602
Q3 2018	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell	-18,348	-46.4%	$8.90K	21,154
Q3 2018	DLB Dolby Laboratories	Dolby Laboratories	Buy	+152,940	+11.4%	$104.76K	1,497,157
Q3 2018	DLTH Duluth Holdings Inc.	Duluth Holdings Inc.	Sell	-6,561	-1.5%	$13.33K	423,732
Q3 2018	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Sell	-259,427	-12.0%	$39.57K	1,906,783
Q3 2018	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Buy	+36,418	+1.8%	$359.29K	2,063,704
Q3 2018	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Buy	+20,938	+3.5%	$139.51K	623,605
Q3 2018	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Buy	+51,647	+10.6%	$7.40K	540,398
Q3 2018	GGG Graco Inc.	Graco Inc.	Buy	+49,219	+3.6%	$65.05K	1,403,814
Q3 2018	GNTX Gentex Corporation	Gentex Corporation	Buy	+178,464	+4.3%	$93.57K	4,360,098
Q3 2018	GRMN Garmin	Garmin	Buy	+51,608	+3.3%	$114.06K	1,628,201
Q3 2018	INTU Intuit Inc.	Intuit Inc.	Buy	+32,197	+2.9%	$263.85K	1,160,301
Q3 2018	IRBT iRobot Corporation	iRobot Corporation	Sell	-5,969	-1.6%	$40.66K	369,919
Q3 2018	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Buy	+4,255	+1.1%	$221.22K	385,406
Q3 2018	IWO iShares Russell 2000 Growth ETF	iShares Russell 2000 Growth ETF	Sell - Position Exit	-16,700	-100.0%	$0.00	-
Q3 2018	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Buy	+206,208	+4.4%	$94.61K	4,887,124
Q3 2018	JWN Nordstrom, Inc.	Nordstrom, Inc.	Buy	+63,387	+4.6%	$86.10K	1,439,614
Q3 2018	KRNT Kornit Digital	Kornit Digital	Sell	-7,480	-4.2%	$3.69K	168,612
Q3 2018	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Sell	-4,523	-1.8%	$3.91K	252,657
Q3 2018	LSTR Landstar System, Inc.	Landstar System, Inc.	Buy	+32,806	+3.6%	$115.55K	947,094
Q3 2018	MANH Manhattan Associates, Inc.	Manhattan Associates, Inc.	Buy	+36,478	+4.1%	$50.82K	930,777
Q3 2018	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Buy	+40,567	+4.4%	$76.05K	963,722
Q3 2018	MDXG MiMedx Group, Inc	MiMedx Group, Inc	Sell	-5,864	-0.8%	$4.37K	706,846
Q3 2018	MIDD The Middleby Corporation	The Middleby Corporation	Buy	+42,520	+2.7%	$209.29K	1,618,017

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