Fred Martin - Disciplined Growth Investors Portfolio

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 2020Sep 30, 2020	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Sell	-5,941-3.4%	$56.67K	169,226
Q3 2020Sep 30, 2020	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell	-7,329-3.4%	$147.65K	208,098
Q3 2020Sep 30, 2020	IPGP IPG Photonics Corporation	IPG Photonics Corporation	Sell	-7,730-3.1%	$41.11K	241,842
Q3 2020Sep 30, 2020	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell - Position Exit	-10,174-100.0%	$0.00	-
Q3 2020Sep 30, 2020	PAYX Paychex, Inc.	Paychex, Inc.	Sell	-12,494-3.1%	$31.14K	390,383
Q3 2020Sep 30, 2020	MSM MSC Industrial Direct Company,	MSC Industrial Direct Company,	Sell	-13,015-3.4%	$23.05K	364,330
Q3 2020Sep 30, 2020	INTU Intuit Inc.	Intuit Inc.	Sell	-13,468-2.6%	$163.59K	501,476
Q3 2020Sep 30, 2020	ALRM Alarm.com Holdings, Inc.	Alarm.com Holdings, Inc.	Sell	-15,478-2.6%	$31.66K	573,102
Q3 2020Sep 30, 2020	PRLB Proto Labs, Inc.	Proto Labs, Inc.	Sell	-18,754-2.8%	$83.66K	646,020
Q3 2020Sep 30, 2020	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-19,476-2.8%	$221.92K	677,906
Q3 2020Sep 30, 2020	LSTR Landstar System, Inc.	Landstar System, Inc.	Sell	-19,741-3.1%	$76.87K	612,528
Q3 2020Sep 30, 2020	ADSK Autodesk, Inc.	Autodesk, Inc.	Sell	-20,339-3.2%	$142.99K	618,986
Q3 2020Sep 30, 2020	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Sell	-21,149-3.3%	$63.34K	616,424
Q3 2020Sep 30, 2020	DLX Deluxe Corporation	Deluxe Corporation	Sell	-21,705-2.2%	$25.22K	980,247
Q3 2020Sep 30, 2020	MIDD The Middleby Corporation	The Middleby Corporation	Sell	-24,390-2.2%	$96.90K	1,080,186
Q3 2020Sep 30, 2020	THRM Gentherm Inc	Gentherm Inc	Sell	-26,214-1.9%	$56.13K	1,372,415
Q3 2020Sep 30, 2020	GGG Graco Inc.	Graco Inc.	Sell	-28,940-3.3%	$51.61K	841,286
Q3 2020Sep 30, 2020	UI Ubiquiti Inc.	Ubiquiti Inc.	Sell	-29,411-5.9%	$78.65K	471,919
Q3 2020Sep 30, 2020	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Sell	-29,930-2.7%	$118.81K	1,074,863
Q3 2020Sep 30, 2020	MANH Manhattan Associates, Inc.	Manhattan Associates, Inc.	Sell	-30,373-3.4%	$81.54K	853,922
Q3 2020Sep 30, 2020	VSAT ViaSat, Inc.	ViaSat, Inc.	Sell	-31,668-2.9%	$36.84K	1,071,345
Q3 2020Sep 30, 2020	SFIX Stitch Fix, Inc.	Stitch Fix, Inc.	Sell	-31,782-1.5%	$55.73K	2,053,981
Q3 2020Sep 30, 2020	DLB Dolby Laboratories	Dolby Laboratories	Sell	-37,682-2.9%	$82.69K	1,247,648
Q3 2020Sep 30, 2020	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Sell - Position Exit	-37,717-100.0%	$0.00	-
Q3 2020Sep 30, 2020	JWN Nordstrom, Inc.	Nordstrom, Inc.	Sell	-41,701-2.4%	$20.00K	1,678,059
Q3 2020Sep 30, 2020	CGNX Cognex Corporation	Cognex Corporation	Sell	-45,650-3.2%	$91.30K	1,402,427
Q3 2020Sep 30, 2020	PLXS Plexus Corp.	Plexus Corp.	Sell	-52,139-2.5%	$143.29K	2,028,728
Q3 2020Sep 30, 2020	EW Edwards Lifesciences Corporatio	Edwards Lifesciences Corporatio	Sell	-52,417-7.4%	$52.64K	659,499
Q3 2020Sep 30, 2020	SNBR Sleep Number Corporation	Sleep Number Corporation	Sell	-56,694-2.1%	$126.71K	2,590,631
Q3 2020Sep 30, 2020	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Sell	-60,327-2.7%	$27.83K	2,133,877

Page 42 of 91 • 2702 total trades

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