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 2020Mar 31, 2020	MSM MSC Industrial Direct Company,	MSC Industrial Direct Company,	Sell	-5,696-1.0%	$30.50K	554,849
Q1 2020Mar 31, 2020	TRIP TripAdvisor, Inc.	TripAdvisor, Inc.	Sell	-8,161-1.7%	$8.19K	471,099
Q1 2020Mar 31, 2020	ALGN Align Technology, Inc.	Align Technology, Inc.	Sell	-9,763-1.0%	$163.23K	938,373
Q1 2020Mar 31, 2020	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Sell	-9,848-0.6%	$146.83K	1,604,918
Q1 2020Mar 31, 2020	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell	-9,966-48.3%	$6.25K	10,648
Q1 2020Mar 31, 2020	DLTH Duluth Holdings Inc.	Duluth Holdings Inc.	Sell	-10,073-2.6%	$1.49K	371,465
Q1 2020Mar 31, 2020	PAYX Paychex, Inc.	Paychex, Inc.	Sell	-10,922-1.8%	$36.61K	581,882
Q1 2020Mar 31, 2020	STRA Strategic Education, Inc.	Strategic Education, Inc.	Sell	-13,956-12.0%	$14.34K	102,573
Q1 2020Mar 31, 2020	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell	-14,150-4.3%	$154.49K	311,962
Q1 2020Mar 31, 2020	PRLB Proto Labs, Inc.	Proto Labs, Inc.	Sell	-16,146-1.8%	$68.83K	904,128
Q1 2020Mar 31, 2020	LSTR Landstar System, Inc.	Landstar System, Inc.	Sell	-17,035-1.8%	$87.08K	908,409
Q1 2020Mar 31, 2020	PRO PROS Holdings, Inc.	PROS Holdings, Inc.	Sell	-17,675-9.3%	$5.34K	172,195
Q1 2020Mar 31, 2020	SRDX Surmodics, Inc.	Surmodics, Inc.	Sell	-19,559-11.1%	$5.21K	156,480
Q1 2020Mar 31, 2020	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Sell	-21,517-2.3%	$62.34K	919,514
Q1 2020Mar 31, 2020	ZUMZ Zumiez Inc.	Zumiez Inc.	Sell	-23,402-10.0%	$3.66K	211,111
Q1 2020Mar 31, 2020	JWN Nordstrom, Inc.	Nordstrom, Inc.	Sell	-25,203-1.3%	$28.95K	1,886,938
Q1 2020Mar 31, 2020	SPSC SPS Commerce, Inc.	SPS Commerce, Inc.	Sell	-30,196-10.7%	$11.66K	250,745
Q1 2020Mar 31, 2020	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Sell	-34,692-15.7%	$874.00	186,335
Q1 2020Mar 31, 2020	IRBT iRobot Corporation	iRobot Corporation	Sell	-37,796-10.2%	$13.54K	330,967
Q1 2020Mar 31, 2020	UAA Under Armour, Inc.	Under Armour, Inc.	Sell	-40,276-0.9%	$41.00K	4,451,435
Q1 2020Mar 31, 2020	OSPN OneSpan Inc.	OneSpan Inc.	Sell	-43,585-12.6%	$5.47K	301,150
Q1 2020Mar 31, 2020	MIDD The Middleby Corporation	The Middleby Corporation	Sell	-55,763-3.6%	$85.78K	1,508,100
Q1 2020Mar 31, 2020	TJX TJX Companies, Inc. (The)	TJX Companies, Inc. (The)	Sell	-58,717-1.3%	$217.43K	4,547,729
Q1 2020Mar 31, 2020	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Sell	-63,077-7.0%	$5.38K	840,517
Q1 2020Mar 31, 2020	CEVA CEVA, Inc.	CEVA, Inc.	Sell	-63,363-11.0%	$12.74K	511,009
Q1 2020Mar 31, 2020	PLXS Plexus Corp.	Plexus Corp.	Sell	-64,176-2.2%	$154.45K	2,830,894
Q1 2020Mar 31, 2020	CTRA Coterra Energy Inc.	Coterra Energy Inc.	Sell	-70,249-0.8%	$156.81K	9,122,197
Q1 2020Mar 31, 2020	MDXG MiMedx Group, Inc	MiMedx Group, Inc	Sell	-78,832-16.4%	$1.41K	402,612
Q1 2020Mar 31, 2020	CARA Cara Therapeutics, Inc.	Cara Therapeutics, Inc.	Sell	-82,376-9.8%	$9.99K	756,538
Q1 2020Mar 31, 2020	THRM Gentherm Inc	Gentherm Inc	Sell	-83,322-4.5%	$55.19K	1,757,722

Page 46 of 91 • 2702 total trades

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