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
Q4 2020Dec 31, 2020	LSTR Landstar System, Inc.	Landstar System, Inc.	Sell	-15,144-2.5%	$80.44K	597,384
Q4 2020Dec 31, 2020	SPSC SPS Commerce, Inc.	SPS Commerce, Inc.	Sell	-17,399-7.3%	$23.87K	219,835
Q4 2020Dec 31, 2020	OSPN OneSpan Inc.	OneSpan Inc.	Sell	-18,827-6.5%	$5.63K	272,025
Q4 2020Dec 31, 2020	IRBT iRobot Corporation	iRobot Corporation	Sell	-19,340-6.1%	$24.04K	299,459
Q4 2020Dec 31, 2020	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Sell	-20,822-3.4%	$82.26K	595,602
Q4 2020Dec 31, 2020	PRLB Proto Labs, Inc.	Proto Labs, Inc.	Sell	-24,543-3.8%	$95.33K	621,477
Q4 2020Dec 31, 2020	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-26,020-4.2%	$181.06K	592,966
Q4 2020Dec 31, 2020	GGG Graco Inc.	Graco Inc.	Sell	-26,198-3.1%	$58.97K	815,088
Q4 2020Dec 31, 2020	CEVA CEVA, Inc.	CEVA, Inc.	Sell	-26,986-5.5%	$20.91K	459,680
Q4 2020Dec 31, 2020	MDXG MiMedx Group, Inc	MiMedx Group, Inc	Sell	-34,403-8.8%	$3.22K	354,501
Q4 2020Dec 31, 2020	TREX Trex Company, Inc.	Trex Company, Inc.	Sell	-34,824-5.1%	$53.92K	644,002
Q4 2020Dec 31, 2020	DLX Deluxe Corporation	Deluxe Corporation	Sell	-36,872-3.8%	$27.55K	943,375
Q4 2020Dec 31, 2020	CARA Cara Therapeutics, Inc.	Cara Therapeutics, Inc.	Sell	-43,448-5.9%	$10.44K	689,899
Q4 2020Dec 31, 2020	CGNX Cognex Corporation	Cognex Corporation	Sell	-55,274-3.9%	$108.16K	1,347,153
Q4 2020Dec 31, 2020	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Sell	-55,802-2.6%	$41.09K	2,078,075
Q4 2020Dec 31, 2020	PLXS Plexus Corp.	Plexus Corp.	Sell	-55,940-2.8%	$154.29K	1,972,788
Q4 2020Dec 31, 2020	JWN Nordstrom, Inc.	Nordstrom, Inc.	Sell	-56,646-3.4%	$50.60K	1,621,413
Q4 2020Dec 31, 2020	INTU Intuit Inc.	Intuit Inc.	Sell	-70,130-14.0%	$163.85K	431,346
Q4 2020Dec 31, 2020	THRM Gentherm Inc	Gentherm Inc	Sell	-71,683-5.2%	$84.83K	1,300,732
Q4 2020Dec 31, 2020	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell	-73,160-35.2%	$110.39K	134,938
Q4 2020Dec 31, 2020	SNBR Sleep Number Corporation	Sleep Number Corporation	Sell	-95,176-3.7%	$204.28K	2,495,455
Q4 2020Dec 31, 2020	POWI Power Integrations, Inc.	Power Integrations, Inc.	Sell	-102,994-4.4%	$184.31K	2,251,462
Q4 2020Dec 31, 2020	SMCI Super Micro Computer, Inc.	Super Micro Computer, Inc.	Sell	-119,159-3.2%	$114.55K	3,618,193
Q4 2020Dec 31, 2020	GNTX Gentex Corporation	Gentex Corporation	Sell	-131,461-3.0%	$145.13K	4,277,212
Q4 2020Dec 31, 2020	PSTG Pure Storage, Inc.	Pure Storage, Inc.	Sell	-153,137-2.7%	$126.27K	5,584,658
Q4 2020Dec 31, 2020	UI Ubiquiti Inc.	Ubiquiti Inc.	Sell	-168,155-35.6%	$84.60K	303,764
Q4 2020Dec 31, 2020	CTRA Coterra Energy Inc.	Coterra Energy Inc.	Sell	-175,618-2.8%	$100.32K	6,162,118
Q4 2020Dec 31, 2020	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-194,783-28.7%	$258.17K	483,123
Q4 2020Dec 31, 2020	MIDD The Middleby Corporation	The Middleby Corporation	Sell	-205,106-19.0%	$112.81K	875,080
Q4 2020Dec 31, 2020	MANH Manhattan Associates, Inc.	Manhattan Associates, Inc.	Sell	-278,960-32.7%	$60.48K	574,962

Page 40 of 91 • 2702 total trades

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