Fred Martin - Disciplined Growth Investors Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Mar 31, 2025
Filing Date		May 15, 2025
Total Stocks		64
Portfolio Value		$4.83B

Disciplined Growth Investors Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q3 2023Sep 30, 2023	SPSC SPS Commerce, Inc.	SPS Commerce, Inc.	Sell	-3,183-1.6%	$32.53M	190,696
Q3 2023Sep 30, 2023	MDXG MiMedx Group, Inc	MiMedx Group, Inc	Sell	-3,202-1.0%	$2.34M	320,303
Q3 2023Sep 30, 2023	STRA Strategic Education, Inc.	Strategic Education, Inc.	Sell	-3,739-0.8%	$35.98M	478,156
Q3 2023Sep 30, 2023	TREX Trex Company, Inc.	Trex Company, Inc.	Sell	-4,475-1.0%	$26.23M	425,580
Q3 2023Sep 30, 2023	INTU Intuit Inc.	Intuit Inc.	Sell	-4,588-1.7%	$134.01M	262,283
Q3 2023Sep 30, 2023	IDCC InterDigital, Inc.	InterDigital, Inc.	Sell	-5,089-0.7%	$54.34M	677,226
Q3 2023Sep 30, 2023	PRO PROS Holdings, Inc.	PROS Holdings, Inc.	Sell	-5,113-1.0%	$17.79M	513,791
Q3 2023Sep 30, 2023	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell	-6,676-2.4%	$79.05M	270,455
Q3 2023Sep 30, 2023	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-7,155-1.6%	$137.10M	449,035
Q3 2023Sep 30, 2023	PAYX Paychex, Inc.	Paychex, Inc.	Sell	-7,295-4.4%	$18.15M	157,403
Q3 2023Sep 30, 2023	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-7,384-1.9%	$77.21M	373,140
Q3 2023Sep 30, 2023	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Sell	-7,904-0.5%	$19.39M	1,497,486
Q3 2023Sep 30, 2023	SNA Snap-On Incorporated	Snap-On Incorporated	Sell	-8,396-2.3%	$90.57M	355,084
Q3 2023Sep 30, 2023	MSM MSC Industrial Direct Company,	MSC Industrial Direct Company,	Sell	-9,326-3.4%	$26.15M	266,378
Q3 2023Sep 30, 2023	UAA Under Armour, Inc.	Under Armour, Inc.	Sell	-12,337-0.2%	$35.32M	5,156,663
Q3 2023Sep 30, 2023	ALRM Alarm.com Holdings, Inc.	Alarm.com Holdings, Inc.	Sell	-14,280-0.8%	$106.15M	1,736,132
Q3 2023Sep 30, 2023	GGG Graco Inc.	Graco Inc.	Sell	-14,310-3.2%	$31.94M	438,285
Q3 2023Sep 30, 2023	ANET Arista Networks, Inc.	Arista Networks, Inc.	Sell	-14,657-2.2%	$118.27M	642,990
Q3 2023Sep 30, 2023	CLB Core Laboratories Inc.	Core Laboratories Inc.	Sell	-20,808-2.7%	$17.73M	738,384
Q3 2023Sep 30, 2023	PLXS Plexus Corp.	Plexus Corp.	Sell	-21,479-1.0%	$190.07M	2,044,253
Q3 2023Sep 30, 2023	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Sell	-23,930-1.7%	$148.64M	1,395,112
Q3 2023Sep 30, 2023	THRM Gentherm Inc	Gentherm Inc	Sell	-25,371-2.3%	$59.23M	1,091,667
Q3 2023Sep 30, 2023	SNBR Sleep Number Corporation	Sleep Number Corporation	Sell	-28,143-1.5%	$46.83M	1,904,386
Q3 2023Sep 30, 2023	DLB Dolby Laboratories	Dolby Laboratories	Sell	-28,309-2.0%	$109.76M	1,384,871
Q3 2023Sep 30, 2023	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Sell	-29,329-1.7%	$136.36M	1,747,128
Q3 2023Sep 30, 2023	POWI Power Integrations, Inc.	Power Integrations, Inc.	Sell	-32,539-1.5%	$158.04M	2,071,029
Q3 2023Sep 30, 2023	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Sell	-36,490-1.8%	$31.65M	1,973,312
Q3 2023Sep 30, 2023	OTEX Open Text Corporation	Open Text Corporation	Sell	-36,531-6.9%	$17.23M	490,956
Q3 2023Sep 30, 2023	CGNX Cognex Corporation	Cognex Corporation	Sell	-49,526-2.5%	$82.64M	1,947,121
Q3 2023Sep 30, 2023	CTRA Coterra Energy Inc.	Coterra Energy Inc.	Sell	-68,791-1.4%	$132.16M	4,885,685

Page 16 of 91 • 2702 total trades

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