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 2021Mar 31, 2021	CEVA CEVA, Inc.	CEVA, Inc.	Sell	-71,799-15.6%	$21.78K	387,881
Q1 2021Mar 31, 2021	TREX Trex Company, Inc.	Trex Company, Inc.	Sell	-74,785-11.6%	$52.11K	569,217
Q1 2021Mar 31, 2021	LSTR Landstar System, Inc.	Landstar System, Inc.	Sell	-76,717-12.8%	$85.94K	520,667
Q1 2021Mar 31, 2021	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Sell	-77,393-13.0%	$80.44K	518,209
Q1 2021Mar 31, 2021	MDXG MiMedx Group, Inc	MiMedx Group, Inc	Sell	-80,270-22.6%	$2.83K	274,231
Q1 2021Mar 31, 2021	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-80,785-13.6%	$141.95K	512,181
Q1 2021Mar 31, 2021	CARA Cara Therapeutics, Inc.	Cara Therapeutics, Inc.	Sell	-96,416-14.0%	$12.88K	593,483
Q1 2021Mar 31, 2021	STRA Strategic Education, Inc.	Strategic Education, Inc.	Sell	-105,792-11.0%	$78.42K	853,258
Q1 2021Mar 31, 2021	GGG Graco Inc.	Graco Inc.	Sell	-110,898-13.6%	$50.43K	704,190
Q1 2021Mar 31, 2021	DLTH Duluth Holdings Inc.	Duluth Holdings Inc.	Sell	-113,559-11.0%	$15.61K	921,430
Q1 2021Mar 31, 2021	DLX Deluxe Corporation	Deluxe Corporation	Sell	-121,060-12.8%	$34.50K	822,315
Q1 2021Mar 31, 2021	MIDD The Middleby Corporation	The Middleby Corporation	Sell	-123,514-14.1%	$124.57K	751,566
Q1 2021Mar 31, 2021	THRM Gentherm Inc	Gentherm Inc	Sell	-159,415-12.3%	$84.58K	1,141,317
Q1 2021Mar 31, 2021	ALRM Alarm.com Holdings, Inc.	Alarm.com Holdings, Inc.	Sell	-169,766-12.7%	$101.02K	1,169,506
Q1 2021Mar 31, 2021	CGNX Cognex Corporation	Cognex Corporation	Sell	-170,362-12.6%	$97.66K	1,176,791
Q1 2021Mar 31, 2021	JWN Nordstrom, Inc.	Nordstrom, Inc.	Sell	-186,597-11.5%	$54.34K	1,434,816
Q1 2021Mar 31, 2021	DLB Dolby Laboratories	Dolby Laboratories	Sell	-207,218-12.2%	$147.57K	1,494,806
Q1 2021Mar 31, 2021	PLXS Plexus Corp.	Plexus Corp.	Sell	-215,550-10.9%	$161.38K	1,757,238
Q1 2021Mar 31, 2021	PRLB Proto Labs, Inc.	Proto Labs, Inc.	Sell	-222,767-35.8%	$48.54K	398,710
Q1 2021Mar 31, 2021	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Sell	-249,944-12.0%	$55.67K	1,828,131
Q1 2021Mar 31, 2021	OTEX Open Text Corporation	Open Text Corporation	Sell	-280,215-11.1%	$107.53K	2,253,710
Q1 2021Mar 31, 2021	VSAT ViaSat, Inc.	ViaSat, Inc.	Sell	-299,563-11.6%	$109.21K	2,271,957
Q1 2021Mar 31, 2021	UI Ubiquiti Inc.	Ubiquiti Inc.	Sell - Position Exit	-303,764-100.0%	$0.00	-
Q1 2021Mar 31, 2021	MANH Manhattan Associates, Inc.	Manhattan Associates, Inc.	Sell	-318,700-55.4%	$30.08K	256,262
Q1 2021Mar 31, 2021	POWI Power Integrations, Inc.	Power Integrations, Inc.	Sell	-471,329-20.9%	$145.04K	1,780,133
Q1 2021Mar 31, 2021	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Sell	-482,583-10.9%	$79.98K	3,932,123
Q1 2021Mar 31, 2021	SNBR Sleep Number Corporation	Sleep Number Corporation	Sell	-511,448-20.5%	$284.69K	1,984,007
Q1 2021Mar 31, 2021	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Sell	-532,389-24.0%	$111.24K	1,681,666
Q1 2021Mar 31, 2021	UAA Under Armour, Inc.	Under Armour, Inc.	Sell	-546,763-12.2%	$87.17K	3,933,686
Q1 2021Mar 31, 2021	PSTG Pure Storage, Inc.	Pure Storage, Inc.	Sell	-696,252-12.5%	$105.30K	4,888,406

Page 38 of 91 • 2702 total trades

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