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
Q3 2019Sep 30, 2019	SNBR Sleep Number Corporation	Sleep Number Corporation	Buy	+61,869+1.8%	$145.53K	3,522,057
Q3 2019Sep 30, 2019	UAA Under Armour, Inc.	Under Armour, Inc.	Buy	+59,642+2.8%	$44.17K	2,215,220
Q3 2019Sep 30, 2019	SMCI Super Micro Computer, Inc.	Super Micro Computer, Inc.	Buy	+56,851+1.2%	$95.77K	4,988,154
Q3 2019Sep 30, 2019	URBN Urban Outfitters, Inc.	Urban Outfitters, Inc.	Buy	+55,827+6.2%	$26.83K	954,989
Q3 2019Sep 30, 2019	PLXS Plexus Corp.	Plexus Corp.	Buy	+54,190+1.9%	$177.75K	2,843,609
Q3 2019Sep 30, 2019	MIDD The Middleby Corporation	The Middleby Corporation	Buy	+31,819+2.1%	$179.38K	1,534,477
Q3 2019Sep 30, 2019	THRM Gentherm Inc	Gentherm Inc	Buy	+29,667+1.7%	$74.63K	1,816,364
Q3 2019Sep 30, 2019	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Buy	+27,557+1.8%	$143.59K	1,571,397
Q3 2019Sep 30, 2019	GGG Graco Inc.	Graco Inc.	Buy	+26,700+2.1%	$61.17K	1,328,624
Q3 2019Sep 30, 2019	ADSK Autodesk, Inc.	Autodesk, Inc.	Buy	+21,585+2.5%	$132.93K	899,963
Q3 2019Sep 30, 2019	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Buy	+19,933+2.1%	$40.45K	970,361
Q3 2019Sep 30, 2019	LSTR Landstar System, Inc.	Landstar System, Inc.	Buy	+19,318+2.2%	$101.38K	900,514
Q3 2019Sep 30, 2019	ALGN Align Technology, Inc.	Align Technology, Inc.	Buy	+18,564+2.0%	$168.01K	928,648
Q3 2019Sep 30, 2019	PRLB Proto Labs, Inc.	Proto Labs, Inc.	Buy	+16,508+1.9%	$91.91K	900,179
Q3 2019Sep 30, 2019	TRIP TripAdvisor, Inc.	TripAdvisor, Inc.	Buy	+14,727+3.2%	$18.52K	478,714
Q3 2019Sep 30, 2019	MSM MSC Industrial Direct Company,	MSC Industrial Direct Company,	Buy	+14,404+2.7%	$39.35K	542,610
Q3 2019Sep 30, 2019	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Buy	+13,444+1.5%	$85.10K	915,894
Q3 2019Sep 30, 2019	PAYX Paychex, Inc.	Paychex, Inc.	Buy	+12,789+2.3%	$47.91K	578,838
Q3 2019Sep 30, 2019	POWI Power Integrations, Inc.	Power Integrations, Inc.	Buy	+10,045+0.6%	$152.74K	1,689,063
Q3 2019Sep 30, 2019	IPGP IPG Photonics Corporation	IPG Photonics Corporation	Buy	+9,382+2.7%	$48.05K	354,341
Q3 2019Sep 30, 2019	RL Ralph Lauren Corporation	Ralph Lauren Corporation	Buy	+7,988+2.1%	$36.72K	384,614
Q3 2019Sep 30, 2019	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Buy	+4,034+0.8%	$128.47K	528,733
Q3 2019Sep 30, 2019	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Buy	+3,360+0.4%	$13.92K	905,777
Q3 2019Sep 30, 2019	OSPN OneSpan Inc.	OneSpan Inc.	Buy	+1,848+0.5%	$5.02K	346,272
Q3 2019Sep 30, 2019	SFIX Stitch Fix, Inc.	Stitch Fix, Inc.	Buy	+1,670+0.5%	$6.37K	331,024
Q3 2019Sep 30, 2019	MDXG MiMedx Group, Inc	MiMedx Group, Inc	Buy	+877+0.2%	$2.39K	486,958
Q3 2019Sep 30, 2019	IRBT iRobot Corporation	iRobot Corporation	Buy	+698+0.2%	$22.79K	369,604
Q3 2019Sep 30, 2019	CARA Cara Therapeutics, Inc.	Cara Therapeutics, Inc.	Buy	+583+0.1%	$15.33K	838,861
Q3 2019Sep 30, 2019	SRDX Surmodics, Inc.	Surmodics, Inc.	Buy	+493+0.3%	$8.02K	175,384
Q3 2019Sep 30, 2019	CEVA CEVA, Inc.	CEVA, Inc.	Buy	+455+0.1%	$17.19K	575,640

Page 50 of 91 • 2702 total trades

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