Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q4 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 Dec 31, 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 Q4 2017, the filing reported:

New Buys - iShares Russell Midcap Growth E

Increases - Autodesk, Inc., Akamai Technologies, Inc., Cara Therapeutics, Inc., Cognex Corporation, Duluth Holdings Inc., and 28 more

Reductions - Align Technology, Inc., The Cheesecake Factory Incorpor, CEVA, Inc., CoStar Group, Inc., Dolby Laboratories, and 17 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
Q4 2017	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+1,419	+0.1%	$152.88K	1,458,342
Q4 2017	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Buy	+13,472	+0.8%	$106.87K	1,643,075
Q4 2017	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-95,751	-8.8%	$220.77K	993,617
Q4 2017	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Sell	-3,434	-0.3%	$48.26K	1,001,618
Q4 2017	CARA Cara Therapeutics, Inc.	Cara Therapeutics, Inc.	Buy	+12,069	+1.4%	$10.54K	861,219
Q4 2017	CEVA CEVA, Inc.	CEVA, Inc.	Sell	-7,178	-1.2%	$27.64K	598,825
Q4 2017	CGNX Cognex Corporation	Cognex Corporation	Buy	+414,079	+97.8%	$51.23K	837,649
Q4 2017	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell	-540	-1.3%	$11.79K	39,710
Q4 2017	DLB Dolby Laboratories	Dolby Laboratories	Sell	-6,398	-0.9%	$45.73K	737,622
Q4 2017	DLTH Duluth Holdings Inc.	Duluth Holdings Inc.	Buy	+122,434	+39.6%	$7.71K	431,713
Q4 2017	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Sell	-1,920	-0.1%	$63.93K	2,235,296
Q4 2017	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Buy	+11,675	+0.6%	$238.51K	2,116,119
Q4 2017	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Buy	+832	+0.1%	$120.35K	624,345
Q4 2017	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Buy	+3,605	+0.7%	$6.37K	491,430
Q4 2017	GGG Graco Inc.	Graco Inc.	Buy	+924,804	+198.2%	$62.92K	1,391,450
Q4 2017	GNTX Gentex Corporation	Gentex Corporation	Buy	+44,383	+1.0%	$91.02K	4,344,421
Q4 2017	GRMN Garmin	Garmin	Buy	+9,409	+0.6%	$96.75K	1,624,085
Q4 2017	INTU Intuit Inc.	Intuit Inc.	Sell	-9,404	-0.7%	$199.86K	1,266,725
Q4 2017	IRBT iRobot Corporation	iRobot Corporation	Buy	+11,202	+3.1%	$28.92K	377,008
Q4 2017	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Buy	+279,752	+198.7%	$153.48K	420,568
Q4 2017	IWP iShares Russell Midcap Growth E	iShares Russell Midcap Growth E	Buy - Position Entry	+3,605	-	$435.00	3,605
Q4 2017	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Sell	-6,834	-0.1%	$108.44K	4,854,062
Q4 2017	JWN Nordstrom, Inc.	Nordstrom, Inc.	Buy	+539,040	+60.6%	$67.69K	1,428,767
Q4 2017	KRNT Kornit Digital	Kornit Digital	Buy	+5,732	+3.2%	$2.94K	182,352
Q4 2017	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Buy	+9,022	+3.6%	$8.09K	257,588
Q4 2017	LSTR Landstar System, Inc.	Landstar System, Inc.	Buy	+7,589	+0.8%	$98.57K	946,883
Q4 2017	MANH Manhattan Associates, Inc.	Manhattan Associates, Inc.	Buy	+4,046	+0.4%	$46.03K	929,146
Q4 2017	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Buy	+6,873	+0.7%	$83.52K	950,333
Q4 2017	MDXG MiMedx Group, Inc	MiMedx Group, Inc	Buy	+20,311	+2.9%	$9.01K	714,361
Q4 2017	MIDD The Middleby Corporation	The Middleby Corporation	Buy	+2,066	+0.1%	$220.14K	1,631,270

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