Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q4 2016)

As of Dec 31, 2016, 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 Q4 2016, the filing reported:

New Buys - Cara Therapeutics, Inc., iShares Russell 2000 Growth ETF, iShares Russell Midcap Growth E, Proto Labs, Inc.

Increases - Align Technology, Inc., The Cheesecake Factory Incorpor, CEVA, Inc., CoStar Group, Inc., Dolby Laboratories, and 30 more

Reductions - Autodesk, Inc., Akamai Technologies, Inc., Cognex Corporation, Edwards Lifesciences Corporatio, Graco Inc., and 9 more

Complete Exits - Nestle REG

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
Q4 2016	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-11,810	-0.6%	$137.16K	1,853,225
Q4 2016	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Sell	-10,015	-0.6%	$110.56K	1,658,018
Q4 2016	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+21,125	+1.9%	$107.92K	1,122,656
Q4 2016	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Buy	+24,175	+2.4%	$61.40K	1,025,450
Q4 2016	CARA Cara Therapeutics, Inc.	Cara Therapeutics, Inc.	Buy - Position Entry	+888,125	-	$8.25K	888,125
Q4 2016	CEVA CEVA, Inc.	CEVA, Inc.	Buy	+9,488	+1.6%	$20.36K	606,834
Q4 2016	CGNX Cognex Corporation	Cognex Corporation	Sell	-5,120	-0.6%	$56.50K	888,130
Q4 2016	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Buy	+3,265	+8.3%	$8.05K	42,699
Q4 2016	DLB Dolby Laboratories	Dolby Laboratories	Buy	+11,935	+1.6%	$34.07K	754,005
Q4 2016	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Buy	+23,860	+1.1%	$83.62K	2,269,273
Q4 2016	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Sell	-136,711	-6.0%	$201.21K	2,147,368
Q4 2016	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Buy	+7,571	+1.2%	$104.79K	641,209
Q4 2016	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Buy	+38,200	+8.1%	$10.34K	507,925
Q4 2016	GGG Graco Inc.	Graco Inc.	Sell	-3,135	-0.7%	$39.56K	476,154
Q4 2016	GNTX Gentex Corporation	Gentex Corporation	Sell	-9,850	-0.2%	$86.03K	4,369,003
Q4 2016	GRMN Garmin	Garmin	Sell	-8,065	-0.5%	$79.64K	1,642,494
Q4 2016	INTU Intuit Inc.	Intuit Inc.	Sell	-4,305	-0.3%	$171.99K	1,500,689
Q4 2016	IRBT iRobot Corporation	iRobot Corporation	Buy	+29,400	+8.3%	$22.49K	384,825
Q4 2016	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Buy	+1,820	+1.2%	$100.84K	159,015
Q4 2016	IWO iShares Russell 2000 Growth ETF	iShares Russell 2000 Growth ETF	Buy - Position Entry	+28,373	-	$4.37K	28,373
Q4 2016	IWP iShares Russell Midcap Growth E	iShares Russell Midcap Growth E	Buy - Position Entry	+6,622	-	$645.00	6,622
Q4 2016	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Sell	-10,970	-0.3%	$90.21K	4,023,721
Q4 2016	KRNT Kornit Digital	Kornit Digital	Buy	+187,471	+1102.8%	$2.59K	204,471
Q4 2016	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Buy	+25,150	+10.4%	$4.18K	265,861
Q4 2016	LSTR Landstar System, Inc.	Landstar System, Inc.	Sell	-4,615	-0.5%	$82.21K	963,784
Q4 2016	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Sell	-3,810	-0.4%	$61.85K	964,159
Q4 2016	MDXG MiMedx Group, Inc	MiMedx Group, Inc	Buy	+55,000	+8.1%	$6.49K	732,825
Q4 2016	MIDD The Middleby Corporation	The Middleby Corporation	Buy	+22,829	+1.4%	$218.22K	1,694,087
Q4 2016	MRCY Mercury Systems Inc	Mercury Systems Inc	Buy	+13,175	+6.1%	$6.96K	230,275
Q4 2016	MTLS Materialise NV	Materialise NV	Buy	+55,100	+7.9%	$5.78K	752,990

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