Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q3 2019)

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, 2019. 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 2019, the filing reported:

New Buys - Coterra Energy Inc., Deluxe Corporation, Pure Storage, Inc., Ubiquiti Inc.

Increases - Autodesk, Inc., Akamai Technologies, Inc., Align Technology, Inc., The Cheesecake Factory Incorpor, Cara Therapeutics, Inc., and 41 more

Reductions - CoStar Group, Inc., Edwards Lifesciences Corporatio, Intuit Inc., Intuitive Surgical, Inc., Kornit Digital, and 7 more

Complete Exits - iShares Russell Midcap Growth E

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 2019	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+21,585	+2.5%	$132.93K	899,963
Q3 2019	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Buy	+27,557	+1.8%	$143.59K	1,571,397
Q3 2019	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+18,564	+2.0%	$168.01K	928,648
Q3 2019	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Buy	+19,933	+2.1%	$40.45K	970,361
Q3 2019	CARA Cara Therapeutics, Inc.	Cara Therapeutics, Inc.	Buy	+583	+0.1%	$15.33K	838,861
Q3 2019	CEVA CEVA, Inc.	CEVA, Inc.	Buy	+455	+0.1%	$17.19K	575,640
Q3 2019	CGNX Cognex Corporation	Cognex Corporation	Buy	+283,241	+23.1%	$74.22K	1,510,794
Q3 2019	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell	-5	-0.0%	$12.29K	20,716
Q3 2019	CTRA Coterra Energy Inc.	Coterra Energy Inc.	Buy - Position Entry	+2,495,322	-	$43.84K	2,495,322
Q3 2019	DLB Dolby Laboratories	Dolby Laboratories	Buy	+374,081	+26.9%	$113.94K	1,762,765
Q3 2019	DLTH Duluth Holdings Inc.	Duluth Holdings Inc.	Buy	+129,638	+30.3%	$4.72K	557,237
Q3 2019	DLX Deluxe Corporation	Deluxe Corporation	Buy - Position Entry	+1,268,881	-	$62.38K	1,268,881
Q3 2019	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Sell	-344,516	-19.6%	$310.57K	1,412,279
Q3 2019	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Buy	+4,034	+0.8%	$128.47K	528,733
Q3 2019	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Buy	+3,360	+0.4%	$13.92K	905,777
Q3 2019	GGG Graco Inc.	Graco Inc.	Buy	+26,700	+2.1%	$61.17K	1,328,624
Q3 2019	GNTX Gentex Corporation	Gentex Corporation	Buy	+95,179	+2.3%	$114.19K	4,146,956
Q3 2019	GRMN Garmin	Garmin	Buy	+29,080	+1.9%	$129.99K	1,534,944
Q3 2019	INTU Intuit Inc.	Intuit Inc.	Sell	-44,092	-4.8%	$233.88K	879,461
Q3 2019	IPGP IPG Photonics Corporation	IPG Photonics Corporation	Buy	+9,382	+2.7%	$48.05K	354,341
Q3 2019	IRBT iRobot Corporation	iRobot Corporation	Buy	+698	+0.2%	$22.79K	369,604
Q3 2019	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell	-22,448	-6.5%	$173.74K	321,782
Q3 2019	IWP iShares Russell Midcap Growth E	iShares Russell Midcap Growth E	Sell - Position Exit	-2,499	-100.0%	$0.00	-
Q3 2019	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Buy	+1,689,527	+36.7%	$105.37K	6,290,507
Q3 2019	JWN Nordstrom, Inc.	Nordstrom, Inc.	Buy	+517,324	+38.7%	$62.48K	1,855,604
Q3 2019	KRNT Kornit Digital	Kornit Digital	Sell	-25	-0.0%	$4.94K	160,582
Q3 2019	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Buy	+417	+0.2%	$2.19K	221,490
Q3 2019	LSTR Landstar System, Inc.	Landstar System, Inc.	Buy	+19,318	+2.2%	$101.38K	900,514
Q3 2019	MANH Manhattan Associates, Inc.	Manhattan Associates, Inc.	Sell	-309,100	-36.0%	$44.32K	549,441
Q3 2019	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Buy	+13,444	+1.5%	$85.10K	915,894

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