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 2017Sep 30, 2017	UAA Under Armour, Inc.	Under Armour, Inc.	Buy - Position Entry	+2,424,975	$39.96K	2,424,975
Q3 2017Sep 30, 2017	MANH Manhattan Associates, Inc.	Manhattan Associates, Inc.	Buy - Position Entry	+925,100	$38.46K	925,100
Q3 2017Sep 30, 2017	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Buy	+899,775+22.7%	$90.07K	4,860,896
Q3 2017Sep 30, 2017	DLTH Duluth Holdings Inc.	Duluth Holdings Inc.	Buy - Position Entry	+309,279	$6.28K	309,279
Q3 2017Sep 30, 2017	CSGP CoStar Group, Inc.	CoStar Group, Inc.	Sell	-2,045-4.8%	$10.80K	40,250
Q3 2017Sep 30, 2017	VREX Varex Imaging Corporation	Varex Imaging Corporation	Sell	-2,580-0.8%	$10.77K	318,301
Q3 2017Sep 30, 2017	ISRG Intuitive Surgical, Inc.	Intuitive Surgical, Inc.	Sell	-2,766-1.9%	$147.28K	140,816
Q3 2017Sep 30, 2017	GGG Graco Inc.	Graco Inc.	Sell	-3,400-0.7%	$57.72K	466,646
Q3 2017Sep 30, 2017	JWN Nordstrom, Inc.	Nordstrom, Inc.	Sell	-3,473-0.4%	$41.95K	889,727
Q3 2017Sep 30, 2017	DLB Dolby Laboratories	Dolby Laboratories	Sell	-5,775-0.8%	$42.80K	744,020
Q3 2017Sep 30, 2017	TRIP TripAdvisor, Inc.	TripAdvisor, Inc.	Sell	-5,775-1.2%	$19.32K	476,577
Q3 2017Sep 30, 2017	FDS FactSet Research Systems Inc.	FactSet Research Systems Inc.	Sell	-6,100-1.0%	$112.30K	623,513
Q3 2017Sep 30, 2017	SPSC SPS Commerce, Inc.	SPS Commerce, Inc.	Sell	-6,650-4.5%	$8.06K	142,075
Q3 2017Sep 30, 2017	URBN Urban Outfitters, Inc.	Urban Outfitters, Inc.	Sell	-7,550-0.8%	$22.05K	922,465
Q3 2017Sep 30, 2017	RL Ralph Lauren Corporation	Ralph Lauren Corporation	Sell	-8,600-2.1%	$35.58K	403,010
Q3 2017Sep 30, 2017	SRDX Surmodics, Inc.	Surmodics, Inc.	Sell	-9,300-4.9%	$5.61K	181,055
Q3 2017Sep 30, 2017	LSTR Landstar System, Inc.	Landstar System, Inc.	Sell	-10,125-1.1%	$93.60K	939,294
Q3 2017Sep 30, 2017	PAYX Paychex, Inc.	Paychex, Inc.	Sell	-10,774-1.7%	$37.14K	619,422
Q3 2017Sep 30, 2017	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Sell	-11,200-1.2%	$84.70K	943,460
Q3 2017Sep 30, 2017	SYNA Synaptics Incorporated	Synaptics Incorporated	Sell	-11,250-1.1%	$39.19K	1,000,342
Q3 2017Sep 30, 2017	SWN		Sell	-12,175-0.2%	$41.72K	6,827,912
Q3 2017Sep 30, 2017	ZUMZ Zumiez Inc.	Zumiez Inc.	Sell	-12,275-4.7%	$4.48K	247,700
Q3 2017Sep 30, 2017	CAKE The Cheesecake Factory Incorpor	The Cheesecake Factory Incorpor	Sell	-12,875-1.3%	$42.33K	1,005,052
Q3 2017Sep 30, 2017	MYGN Myriad Genetics, Inc.	Myriad Genetics, Inc.	Sell	-13,425-1.0%	$48.77K	1,348,107
Q3 2017Sep 30, 2017	PRLB Proto Labs, Inc.	Proto Labs, Inc.	Sell	-14,450-1.5%	$76.35K	950,765
Q3 2017Sep 30, 2017	LLFLQ LL Flooring Holdings, Inc.	LL Flooring Holdings, Inc.	Sell	-15,325-5.8%	$9.69K	248,566
Q3 2017Sep 30, 2017	GEOS Geospace Technologies Corporati	Geospace Technologies Corporati	Sell	-16,175-3.2%	$8.69K	487,825
Q3 2017Sep 30, 2017	AKAM Akamai Technologies, Inc.	Akamai Technologies, Inc.	Sell	-16,322-1.0%	$79.39K	1,629,603
Q3 2017Sep 30, 2017	IRBT iRobot Corporation	iRobot Corporation	Sell	-17,725-4.6%	$28.19K	365,806
Q3 2017Sep 30, 2017	PRO PROS Holdings, Inc.	PROS Holdings, Inc.	Sell	-17,750-5.5%	$7.41K	307,150

Page 64 of 91 • 2702 total trades

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