0001050442-11-000009.txt : 20111114
0001050442-11-000009.hdr.sgml : 20111111
20111114112242
ACCESSION NUMBER: 0001050442-11-000009
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20110930
FILED AS OF DATE: 20111114
DATE AS OF CHANGE: 20111114
EFFECTIVENESS DATE: 20111114
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: DISCIPLINED GROWTH INVESTORS INC /MN
CENTRAL INDEX KEY: 0001050442
IRS NUMBER: 411901233
STATE OF INCORPORATION: MN
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-06630
FILM NUMBER: 111199237
BUSINESS ADDRESS:
STREET 1: 100 S 5TH ST
STREET 2: SUITE 2100
CITY: MINNEAPOLIS
STATE: MN
ZIP: 55402
BUSINESS PHONE: 6123174101
MAIL ADDRESS:
STREET 1: 100 S. FIFTH ST
STREET 2: SUITE 2100
CITY: MINNEAPOLIS
STATE: MN
ZIP: 55402
13F-HR
1
s13ftable093011.txt
13F-HR 09-30-2011
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
FORM 13F
Report for the Calendar Year of Quarter Ended: September 30, 2011
Check here if Amendment [ ]; Amendment Number:
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Disciplined Growth Investors, Inc.
Address:150 South Fifth Street Suite 2550
Minneapolis, MN 55402
The institutional investment manager filing this report and the
person by whom it is signed hereby represent that the person
signing the report is authorized to submit it, that all information
contained herein is true, correct and complete, and that it is understood
that all required items, statements, schedules, lists, and tables, are
considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Peter G. Rieke
Title: Chief Compliance Officer
Phone: 612-317-4108
Signature, Place, and Date of Signing:
Peter G. Rieke Minneapolis, MN November 14, 2011
Report Type (Check only one):
[X] 13F HOLDINGS REPORT
[ ] 13F NOTICE
[ ] 13F COMBINATION REPORT.
List of other Managers Reporting for this Manager:
I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934.
FORM 13F SUMMARY PAGE
Report Summary:
Number of other included Managers: 0
Form 13F Information Table Entry Total: 101
Form 13F Information Table Value Total: $1824557
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
ADOBE SYS INC COM COM 00724F101 17248 713604 SH SOLE 417454 296150
ADVANCED MICRO DEVICES INC COM COM 007903107 14538 2861758 SH SOLE 1889933 971825
ADVENT SOFTWARE INC. COM 007974108 4714 226075 SH SOLE 206675 19400
AKAMAI TECHNOLOGIES COM COM 00971T101 26151 1315459 SH SOLE 840284 475175
ALIGN TECHNOLOGY INC COM COM 016255101 5957 392669 SH SOLE 357894 34775
AMERIGON INC CL A COM 03070L300 14457 1135686 SH SOLE 1039986 95700
APPLE INC COM COM 037833100 43607 114359 SH SOLE 70909 43450
ARM HOLDINGS PLC SPONS ADR COM 042068106 71288 2795609 SH SOLE 1903459 892150
ARUBA NETWORKS INC COM COM 043176106 14919 713475 SH SOLE 642475 71000
AUTODESK INC COM COM 052769106 43380 1560982 SH SOLE 990357 570625
AVIAT NETWORKS INC COM 05366y102 6001 2553418 SH SOLE 1777368 776050
BAKER HUGHES INC COM COM 057224107 1515 32837 SH SOLE 29675 3162
BOTTOMLINE TECHNOLOGIES DELINC COM 101388106 10996 545995 SH SOLE 500320 45675
BRADY CORP CL A COM 104674106 13164 498085 SH SOLE 315785 182300
CABELAS INC COM COM 126804301 38103 1859580 SH SOLE 1317845 541735
CAPELLA EDUCATION COMPANY COM 139594105 3076 108400 SH SOLE 99700 8700
CBEYOND INCCOM COM 149847105 1821 257900 SH SOLE 236525 21375
CERADYNE INC CALIF COM 156710105 7806 290294 SH SOLE 268394 21900
CEVA INCCOM COM 157210105 21025 864871 SH SOLE 788871 76000
CHEESECAKE FACTORY INC COM COM 163072101 27234 1104834 SH SOLE 885359 219475
CHEVRONTEXACO CORP COM 166764100 600 6482 SH SOLE 6482
COCA COLA CO COM COM 191216100 297 4400 SH SOLE 4400
COMSCORE INC COM 20564W105 4447 263575 SH SOLE 242075 21500
CORPORATE EXECUTIVE BOARD CO C COM 21988R102 22264 747120 SH SOLE 495652 251468
COSTAR GROUP INC COM 22160n109 4307 82875 SH SOLE 75675 7200
DENDREON CORPORATION COM COM 24823Q107 2460 273279 SH SOLE 252164 21115
DOLBY LABORATORIES INC COM 25659T107 16832 613400 SH SOLE 392600 220800
DREAMWORKS ANIMATION SKG COM 26153C103 18997 1044913 SH SOLE 659613 385300
DTS INCCOM COM 23335C101 9523 383509 SH SOLE 351509 32000
E TRADE FINANCIAL CORP COM 269246401 11129 1221616 SH SOLE 823996 397620
EATON CORP COM 278058102 51325 1445784 SH SOLE 913184 532600
EDWARDS LIFESCIENCES CORP COM COM 28176e108 80100 1123738 SH SOLE 733363 390375
EMERSON ELEC CO COM COM 291011104 469 11350 SH SOLE 11350
ETHAN ALLEN INTERIORS COM 297602104 28722 2110337 SH SOLE 1455062 655275
EXXON MOBIL CORP COM COM 30231G102 3316 45655 SH SOLE 43404 2251
FACTSET RESH SYS INC COM COM 303075105 48804 548544 SH SOLE 346591 201953
GARMIN LTD COM H2906T109 34073 1072480 SH SOLE 719005 353475
GENTEX CORP COM COM 371901109 21889 910165 SH SOLE 585915 324250
HELIX ENERGY SOLUTIONS COM 42330P107 344 26225 SH SOLE 26225
HONEYWELL INTERNATIONAL INC CO COM 438516106 408 9282 SH SOLE 9282
IMATION CORP COM COM 45245A107 109 14975 SH SOLE 14975
IMPERIAL SUGAR CO NEW COM NEW COM 453096208 1287 199789 SH SOLE 179289 20500
INCYTE CORPORATION COM COM 45337C102 1723 123325 SH SOLE 73825 49500
INTUIT COM COM 461202103 89369 1883830 SH SOLE 1266530 617300
INTUITIVE SURGICAL INC COM NEW COM 46120E602 27906 76606 SH SOLE 48781 27825
INVESTMENT TECHNOLOGY COM 46145F105 2413 246445 SH SOLE 219145 27300
IRIS INTL INCCOM COM 46270W105 4175 465495 SH SOLE 426995 38500
ISHARES TR RUSSELL MCP GR COM 464287481 608 12240 SH SOLE 4050 8190
JANUS CAPITAL GROUP INC COM COM 47102X105 14572 2428710 SH SOLE 1581535 847175
JETBLUE AIRWAYS CORP COM COM 477143101 7009 1713590 SH SOLE 774590 939000
KEY TECHNOLOGY, INC. COM 493143101 3506 310275 SH SOLE 283400 26875
LANDSTAR SYS INC COM COM 515098101 32698 826550 SH SOLE 529000 297550
LEAPFROG ENTERPRISES INC CL A COM 52186N106 2280 676425 SH SOLE 620625 55800
LIMITED BRANDS COM COM 532716107 56026 1454839 SH SOLE 910814 544025
LINCOLN NATL CORP IND COM COM 534187109 11881 760162 SH SOLE 488167 271995
LUMBER LIQUIDATORS HLDGS INC COM 55003T107 3851 255050 SH SOLE 228650 26400
MEDIDATA SOLUTIONS INC COM 58471A105 4473 272100 SH SOLE 249900 22200
MERCURY COMPUTER SYSTEMS COM 589378108 3532 307150 SH SOLE 282250 24900
MICROCHIP TECHNOLOGY COM COM 595017104 24736 795110 SH SOLE 507410 287700
MIDDLEBYCORP COM 596278101 45760 649447 SH SOLE 453572 195875
MIPS TECHNOLOGIES INC COM COM 604567107 3443 711325 SH SOLE 653425 57900
NAUTILUS INCCOM COM 63910B102 1482 987927 SH SOLE 907227 80700
NEUTRAL TANDEM INC. COM 64128b108 1824 188475 SH SOLE 175375 13100
NOBLE CORP COM COM H5833N103 15331 522342 SH SOLE 327842 194500
NUTRI SYSTEM INC COM COM 67069D108 13548 1118760 SH SOLE 695660 423100
NUVASIVE INC COM COM 670704105 2170 127225 SH SOLE 116725 10500
OPEN TEXT CORP COM COM 683715106 82203 1577188 SH SOLE 1122538 454650
PALOMAR MED TECH INC NEW COM COM 697529303 2017 256000 SH SOLE 227700 28300
PAYCHEX INC COM COM 704326107 14531 551030 SH SOLE 345130 205900
PC-TEL INC COM COM 69325Q105 7012 1140222 SH SOLE 1060122 80100
PLANTRONICS INC NEW COM COM 727493108 43834 1540749 SH SOLE 1114287 426462
PLEXUS CORP COM COM 729132100 63742 2817930 SH SOLE 1977205 840725
PRESSTEK INC COM 741113104 252 374468 SH SOLE 341678 32790
RALPH LAUREN CORP COM 751212101 45669 352112 SH SOLE 226562 125550
ROSETTA STONE INC. COM 777780107 1422 155425 SH SOLE 142100 13325
ROYAL CARIBBEAN CRUISES LTD CO COM V7780T103 23538 1087720 SH SOLE 691145 396575
SEAGATE TECHNOLOGY PLC COM G7945M107 24244 2359546 SH SOLE 1589021 770525
SELECT COMFORT CORP COM 81616X103 45784 3277315 SH SOLE 2581378 695937
SIGMA DESIGNS INC COM 826565103 3517 448657 SH SOLE 414757 33900
SIMON PPTY GROUP NEW COM COM 828806109 220 2000 SH SOLE 2000
SPECTRANETICS CORP COM 84760C107 2522 353186 SH SOLE 319525 33661
STAMPS COM INCCOM NEW COM 852857200 16328 798820 SH SOLE 739920 58900
STRATASYS INC COM 862685104 7685 414534 SH SOLE 381234 33300
SURMODICS INC COM COM 868873100 2194 241102 SH SOLE 221102 20000
SYNAPTICS INCCOM COM 87157D109 13241 553996 SH SOLE 510096 43900
TARGET CORP COM COM 87612E106 942 19200 SH SOLE 19200
TEXAS INSTRUMENTS INC COM COM 882508104 997 37425 SH SOLE 37425
TJX COS INC NEW COM COM 872540109 83016 1496600 SH SOLE 958700 537900
TREX CO INC COM 89531P105 4106 256125 SH SOLE 235225 20900
TRIMBLE NAVIGATION LTD COM COM 896239100 63128 1881599 SH SOLE 1367949 513650
TW TELECOM, INC. COM 87311L104 42149 2551382 SH SOLE 1939357 612025
ULTIMATE SOFTWARE GROUP INC COM 90385D107 7035 150575 SH SOLE 138075 12500
VALUEVISION MEDIA INCCOM SHS COM 92047K107 487 206181 SH SOLE 206181
VARIAN MEDICAL SYSTEMS INC COM COM 92220P105 24654 472665 SH SOLE 300340 172325
VASCO DATA SEC INTL INC COM COM 92230Y104 2642 517081 SH SOLE 470281 46800
VERIZON COMMUNICATIONS COM 92343v104 810 22000 SH SOLE 22000
VIASAT INC COM COM 92552V100 18666 560375 SH SOLE 458325 102050
VIROPHARMA INC COM COM 928241108 20843 1153460 SH SOLE 1076010 77450
YAHOO! INC COM COM 984332106 31929 2424351 SH SOLE 1637826 786525
VANGUARD MNY MKT RESVS PRIME P 64 63967.6800SH SOLE 63967.6800
SANOFI 80105N113 117 110372 SH SOLE 93797 16575