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 2019Dec 31, 2019	VSAT ViaSat, Inc.	ViaSat, Inc.	Buy	+33,064+2.4%	$101.79K	1,390,711
Q4 2019Dec 31, 2019	MIDD The Middleby Corporation	The Middleby Corporation	Buy	+29,386+1.9%	$171.27K	1,563,863
Q4 2019Dec 31, 2019	GGG Graco Inc.	Graco Inc.	Buy	+27,228+2.0%	$70.50K	1,355,852
Q4 2019Dec 31, 2019	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Buy	+25,137+2.7%	$98.55K	941,031
Q4 2019Dec 31, 2019	LSTR Landstar System, Inc.	Landstar System, Inc.	Buy	+24,930+2.8%	$105.38K	925,444
Q4 2019Dec 31, 2019	THRM Gentherm Inc	Gentherm Inc	Buy	+24,680+1.4%	$81.72K	1,841,044
Q4 2019Dec 31, 2019	POWI Power Integrations, Inc.	Power Integrations, Inc.	Buy	+21,836+1.3%	$169.22K	1,710,899
Q4 2019Dec 31, 2019	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+20,201+2.2%	$168.81K	920,164
Q4 2019Dec 31, 2019	PRLB Proto Labs, Inc.	Proto Labs, Inc.	Buy	+20,095+2.2%	$93.45K	920,274
Q4 2019Dec 31, 2019	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Buy	+19,839+2.0%	$38.48K	990,200
Q4 2019Dec 31, 2019	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+19,488+2.1%	$264.57K	948,136
Q4 2019Dec 31, 2019	MSM MSC Industrial Direct Company,	MSC Industrial Direct Company,	Buy	+17,935+3.3%	$43.99K	560,545
Q4 2019Dec 31, 2019	IWP iShares Russell Midcap Growth E	iShares Russell Midcap Growth E	Buy - Position Entry	+15,463	$2.36K	15,463
Q4 2019Dec 31, 2019	PAYX Paychex, Inc.	Paychex, Inc.	Buy	+13,966+2.4%	$50.42K	592,804
Q4 2019Dec 31, 2019	IPGP IPG Photonics Corporation	IPG Photonics Corporation	Buy	+11,553+3.3%	$53.02K	365,894
Q4 2019Dec 31, 2019	MANH Manhattan Associates, Inc.	Manhattan Associates, Inc.	Buy	+11,494+2.1%	$44.73K	560,935
Q4 2019Dec 31, 2019	INTU Intuit Inc.	Intuit Inc.	Buy	+9,771+1.1%	$232.92K	889,232
Q4 2019Dec 31, 2019	RL Ralph Lauren Corporation	Ralph Lauren Corporation	Buy	+9,251+2.4%	$46.17K	393,865
Q4 2019Dec 31, 2019	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Buy	+8,551+1.6%	$144.15K	537,284
Q4 2019Dec 31, 2019	IWO iShares Russell 2000 Growth ETF	iShares Russell 2000 Growth ETF	Buy - Position Entry	+5,058	$1.08K	5,058
Q4 2019Dec 31, 2019	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Buy	+4,330+1.3%	$192.78K	326,112
Q4 2019Dec 31, 2019	SRDX Surmodics, Inc.	Surmodics, Inc.	Buy	+655+0.4%	$7.29K	176,039
Q4 2019Dec 31, 2019	TRIP TripAdvisor, Inc.	TripAdvisor, Inc.	Buy	+546+0.1%	$14.56K	479,260
Q4 2019Dec 31, 2019	CARA Cara Therapeutics, Inc.	Cara Therapeutics, Inc.	Buy	+53+0.0%	$13.52K	838,914
Q4 2019Dec 31, 2019	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell	-102-0.5%	$12.33K	20,614
Q4 2019Dec 31, 2019	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Sell	-463-0.2%	$2.16K	221,027
Q4 2019Dec 31, 2019	STRA Strategic Education, Inc.	Strategic Education, Inc.	Sell	-560-0.5%	$18.52K	116,529
Q4 2019Dec 31, 2019	ZUMZ Zumiez Inc.	Zumiez Inc.	Sell	-636-0.3%	$8.10K	234,513
Q4 2019Dec 31, 2019	IRBT iRobot Corporation	iRobot Corporation	Sell	-841-0.2%	$18.67K	368,763
Q4 2019Dec 31, 2019	SPSC SPS Commerce, Inc.	SPS Commerce, Inc.	Sell	-1,217-0.4%	$15.57K	280,941

Page 48 of 91 • 2702 total trades

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