0001050442-13-000003.txt : 20130515 0001050442-13-000003.hdr.sgml : 20130515 20130515162008 ACCESSION NUMBER: 0001050442-13-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20130331 FILED AS OF DATE: 20130515 DATE AS OF CHANGE: 20130515 EFFECTIVENESS DATE: 20130515 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: 13847397 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 m13ftable033113.txt FORM 13F-HR 3-31-2013 SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F Report for the Calendar Year of Quarter Ended: March 31, 2013 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 May 15, 2013 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: 92 Form 13F Information Table Value Total: $2768883 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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ACME PACKET INC COM COM 004764106 6172 211100 SH SOLE 198700 12400 ADVENT SOFTWARE INC. COM 007974108 5890 210600 SH SOLE 197100 13500 AKAMAI TECHNOLOGIES COM COM 00971T101 50789 1437959 SH SOLE 1079584 358375 ALIGN TECHNOLOGY INC COM COM 016255101 37734 1126044 SH SOLE 905869 220175 APPLE INC COM COM 037833100 16152 36489 SH SOLE 27639 8850 ARM HLDGS PLC SPONSORED ADR COM 042068106 60455 1426845 SH SOLE 1023595 403250 ARUBA NETWORKS INC COM COM 043176106 16195 654625 SH SOLE 605525 49100 AUTODESK INC COM COM 052769106 69839 1693072 SH SOLE 1263747 429325 AVIAT NETWORKS INC COM COM 05366Y102 8157 2420522 SH SOLE 1850172 570350 BOTTOMLINE TECHNOLOGIES DELINC COM 101388106 14511 508995 SH SOLE 476420 32575 BRADY CORP CL A COM 104674106 18401 548805 SH SOLE 411205 137600 CABELAS INC COM COM 126804301 111926 1841488 SH SOLE 1461003 380485 CAPELLA EDUCATION COMPANY COM 139594105 3172 101875 SH SOLE 94975 6900 CBEYOND INC COM COM 149847105 3068 412950 SH SOLE 385325 27625 CEVA INC COM COM 157210105 12587 806871 SH SOLE 752071 54800 CHEESECAKE FACTORY INC COM COM 163072101 41162 1066087 SH SOLE 912112 153975 CHEVRON CORP NEW COM COM 166764100 386 3250 SH SOLE 3250 COMSCORE INC COM COM 20564W105 4158 247800 SH SOLE 231200 16600 CORPORATE EXECUTIVE BRD CO COM COM 21988R102 45112 775659 SH SOLE 589591 186068 COSTAR GROUP INC COM COM 22160N109 8371 76475 SH SOLE 72275 4200 DENDREON CORP COM COM 24823Q107 1230 259744 SH SOLE 243029 16715 DOLBY LABORATORIES INC COM 25659T107 22459 669210 SH SOLE 502910 166300 DREAMWORKS ANIMATION SKG COM 26153C103 22582 1191032 SH SOLE 901232 289800 DTS INC COM COM 23335C101 5959 358309 SH SOLE 335509 22800 E TRADE FINANCIAL CORP COM 269246401 14292 1334428 SH SOLE 1036808 297620 EATON CORP PLC COM G29183103 90856 1483359 SH SOLE 1088984 394375 EDWARDS LIFESCIENCES CORP COM COM 28176E108 97185 1182869 SH SOLE 893894 288975 EMERSON ELEC CO COM COM 291011104 578 10350 SH SOLE 10350 ETHAN ALLEN INTERIORS INC COM COM 297602104 71196 2162687 SH SOLE 1676912 485775 EXXON MOBIL CORP COM COM 30231G102 234 2600 SH SOLE 2600 FACTSET RESH SYS INC COM COM 303075105 55426 598551 SH SOLE 447498 151053 GARMIN LTD COM H2906T109 38441 1163108 SH SOLE 901233 261875 GENTEX CORP COM COM 371901109 39969 1997440 SH SOLE 1510290 487150 GENTHERM INC COM COM 37253A103 17475 1066835 SH SOLE 999335 67500 GRACO INC COM COM 384109104 24874 428635 SH SOLE 316835 111800 HEWLETT PACKARD CO COM COM 428236103 520 21800 SH SOLE 21800 IHS INC COM 451734107 22473 214600 SH SOLE 159800 54800 INCYTE CORP COM COM 45337C102 1023 43700 SH SOLE 43700 INTUIT COM COM 461202103 123470 1880446 SH SOLE 1424971 455475 INTUITIVE SURGICAL INC COM NEW COM 46120E602 40207 81857 SH SOLE 61532 20325 INVESTMENT TECHNOLOGY COM 46145F105 2490 225545 SH SOLE 208045 17500 IROBOT CORP COM COM 462726100 8387 326850 SH SOLE 326850 JANUS CAP GROUP INC COM COM 47102X105 23237 2471975 SH SOLE 1833800 638175 JETBLUE AIRWAYS CORP COM COM 477143101 25835 3744150 SH SOLE 2493650 1250500 KEY TECHNOLOGY INC COM COM 493143101 3727 294852 SH SOLE 273277 21575 L BRANDS INC COM 501797104 69568 1557729 SH SOLE 1158904 398825 LANDSTAR SYS INC COM COM 515098101 50743 888820 SH SOLE 664670 224150 LEAPFROG ENTERPRISES INC CL A COM 52186N106 5452 636950 SH SOLE 594750 42200 LUMBER LIQUIDATORS HLDGS INC C COM 55003T107 15745 224225 SH SOLE 209025 15200 MEDIDATA SOLUTIONS INC COM 58471A105 14453 249275 SH SOLE 235675 13600 MERCURY SYSTEMS INC COM 589378108 2103 285300 SH SOLE 270400 14900 MICROCHIP TECHNOLOGY INC COM COM 595017104 32303 878525 SH SOLE 662025 216500 MIDDLEBY CORP COM COM 596278101 94524 621256 SH SOLE 478231 143025 NAUTILUS INC COM COM 63910B102 9146 1252902 SH SOLE 1156702 96200 NEUTRAL TANDEM INC COM COM 64128B108 579 177000 SH SOLE 168700 8300 NOBLE CORPORATION COM H5833N103 43779 1147542 SH SOLE 860642 286900 NUTRI SYS INC NEW COM COM 67069D108 2428 286377 SH SOLE 281102 5275 NUVASIVE INC COM COM 670704105 1954 91700 SH SOLE 84200 7500 OPEN TEXT CORP COM COM 683715106 97406 1650394 SH SOLE 1312844 337550 PALOMAR MED TECH INC NEW COM COM 697529303 3124 231600 SH SOLE 213600 18000 PAYCHEX INC COM COM 704326107 20813 593646 SH SOLE 439046 154600 PC-TEL INC COM COM 69325Q105 7648 1077132 SH SOLE 1017034 60098 PLANTRONICS INC NEW COM COM 727493108 71175 1610657 SH SOLE 1292495 318162 PLEXUS CORP COM COM 729132100 74391 3060089 SH SOLE 2431764 628325 RALPH LAUREN CORP CL A COM 751212101 63328 374038 SH SOLE 280088 93950 ROSETTA STONE INC. COM 777780107 2242 145800 SH SOLE 137175 8625 ROYAL CARIBBEAN CRUISES LTD CO COM V7780T103 38426 1156720 SH SOLE 855445 301275 SEAGATE TECHNOLOGY PLC SHS COM G7945M107 90445 2474215 SH SOLE 1900515 573700 SELECT COMFORT CORP COM 81616X103 73706 3728178 SH SOLE 3081316 646862 SIMON PPTY GROUP INC NEW COM COM 828806109 317 2000 SH SOLE 2000 SPECTRANETICS CORP COM 84760C107 6041 326036 SH SOLE 306175 19861 STAMPS COM INC COM NEW COM 852857200 18280 732070 SH SOLE 687770 44300 STRATASYS LTD COM M85548101 17509 235909 SH SOLE 222509 13400 SUPER MICRO COMPUTER INC COM COM 86800U104 3488 308925 SH SOLE 286825 22100 SURMODICS INC COM COM 868873100 6069 222702 SH SOLE 209302 13400 SYNAPTICS INC COM COM 87157D109 21101 518572 SH SOLE 488372 30200 TARGET CORP COM COM 87612E106 883 12900 SH SOLE 12900 TCF FINL CORP COM COM 872275102 24859 1661680 SH SOLE 1241180 420500 TJX COS INC NEW COM COM 872540109 127652 2730530 SH SOLE 1996555 733975 TREX CO INC COM COM 89531P105 11648 236850 SH SOLE 222850 14000 TRIMBLE NAVIGATION LTD COM COM 896239100 112114 3739616 SH SOLE 2983466 756150 TW TELECOM INC COM COM 87311L104 60011 2382351 SH SOLE 1951826 430525 ULTIMATE SOFTWARE GROUP INC COM 90385D107 8710 83625 SH SOLE 79425 4200 ULTRA PETROLEUM CORP COM 903914109 20386 1014250 SH SOLE 759150 255100 VARIAN MED SYS INC COM COM 92220P105 48976 680218 SH SOLE 508493 171725 VASCO DATA SEC INTL INC COM COM 92230Y104 3788 448856 SH SOLE 419756 29100 VERIZON COMMUNICATIONS INC COM COM 92343V104 295 6000 SH SOLE 6000 VIASAT INC COM COM 92552V100 25557 527603 SH SOLE 448553 79050 VIROPHARMA INC COM COM 928241108 17924 712410 SH SOLE 670560 41850 YAHOO INC COM COM 984332106 59096 2511605 SH SOLE 1921080 590525 VANGUARD INDEX FDS 500INDEX AD 922908710 254 1755.7040SH SOLE 1755.7040 VANGUARD MONEY MKT RESVS INC P 922906201 81 81221.6300SH SOLE 81221.6300