Fred Martin - Disciplined Growth Investors 13F Activity & Position Changes (Q4 2017)

As of Dec 31, 2017, 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 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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