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
Q1 2022Mar 31, 2022	PRLB Proto Labs, Inc.	Proto Labs, Inc.	Buy	+69,043+3.9%	$98.45K	1,860,976
Q1 2022Mar 31, 2022	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Buy	+67,351+1.6%	$62.96K	4,211,378
Q1 2022Mar 31, 2022	VSAT ViaSat, Inc.	ViaSat, Inc.	Buy	+63,820+2.2%	$142.49K	2,919,940
Q1 2022Mar 31, 2022	SNBR Sleep Number Corporation	Sleep Number Corporation	Buy	+52,506+2.5%	$107.80K	2,125,842
Q1 2022Mar 31, 2022	CTRA Coterra Energy Inc.	Coterra Energy Inc.	Buy	+52,361+0.9%	$152.61K	5,658,610
Q1 2022Mar 31, 2022	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Buy	+42,139+2.6%	$100.24K	1,654,745
Q1 2022Mar 31, 2022	POWI Power Integrations, Inc.	Power Integrations, Inc.	Buy	+40,026+2.3%	$168.10K	1,813,737
Q1 2022Mar 31, 2022	CARA Cara Therapeutics, Inc.	Cara Therapeutics, Inc.	Buy	+37,489+2.3%	$20.59K	1,694,350
Q1 2022Mar 31, 2022	OTEX Open Text Corporation	Open Text Corporation	Buy	+32,672+1.4%	$97.18K	2,292,012
Q1 2022Mar 31, 2022	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Buy	+32,413+2.1%	$191.13K	1,600,852
Q1 2022Mar 31, 2022	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Buy	+27,988+1.5%	$47.24K	1,874,478
Q1 2022Mar 31, 2022	JWN Nordstrom, Inc.	Nordstrom, Inc.	Buy	+21,510+1.4%	$43.63K	1,609,386
Q1 2022Mar 31, 2022	THRM Gentherm Inc	Gentherm Inc	Buy	+19,233+1.7%	$86.23K	1,180,579
Q1 2022Mar 31, 2022	ALRM Alarm.com Holdings, Inc.	Alarm.com Holdings, Inc.	Buy	+18,559+1.6%	$79.12K	1,190,518
Q1 2022Mar 31, 2022	LGIH LGI Homes, Inc.	LGI Homes, Inc.	Buy	+14,984+3.3%	$45.91K	470,045
Q1 2022Mar 31, 2022	CGNX Cognex Corporation	Cognex Corporation	Buy	+13,611+1.2%	$87.86K	1,138,795
Q1 2022Mar 31, 2022	DLX Deluxe Corporation	Deluxe Corporation	Buy	+12,944+1.6%	$25.41K	840,435
Q1 2022Mar 31, 2022	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Buy	+12,611+0.8%	$8.66K	1,505,523
Q1 2022Mar 31, 2022	SNA Snap-On Incorporated	Snap-On Incorporated	Buy	+12,425+3.0%	$87.46K	425,640
Q1 2022Mar 31, 2022	MDXG MiMedx Group, Inc	MiMedx Group, Inc	Buy	+11,648+3.7%	$1.56K	330,380
Q1 2022Mar 31, 2022	IDCC InterDigital, Inc.	InterDigital, Inc.	Buy	+11,400+1.5%	$50.38K	789,658
Q1 2022Mar 31, 2022	DLTH Duluth Holdings Inc.	Duluth Holdings Inc.	Buy	+10,060+1.0%	$12.52K	1,023,584
Q1 2022Mar 31, 2022	CEVA CEVA, Inc.	CEVA, Inc.	Buy	+10,030+2.4%	$17.44K	429,129
Q1 2022Mar 31, 2022	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+9,768+2.4%	$183.06K	419,858
Q1 2022Mar 31, 2022	LSTR Landstar System, Inc.	Landstar System, Inc.	Buy	+9,630+1.9%	$77.72K	515,277
Q1 2022Mar 31, 2022	CHRS Coherus BioSciences, Inc.	Coherus BioSciences, Inc.	Buy	+8,855+3.8%	$3.16K	244,921
Q1 2022Mar 31, 2022	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+8,730+1.9%	$97.93K	456,878
Q1 2022Mar 31, 2022	IRBT iRobot Corporation	iRobot Corporation	Buy	+6,786+2.0%	$21.99K	346,910
Q1 2022Mar 31, 2022	SRDX Surmodics, Inc.	Surmodics, Inc.	Buy	+6,523+1.6%	$18.43K	406,502
Q1 2022Mar 31, 2022	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Buy	+6,221+1.9%	$100.08K	331,730

Page 28 of 91 • 2702 total trades

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