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

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 Dec 31, 2016. 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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