-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, FKh9OI4+xDnojmcsh9Tbjv8j/yZqauN8Q9kTNUJnBw4qcFrATJOr2P4YdFFO6Gq6 /l8k/Y0fKV5VC/xQOghTJw== 0001050442-09-000009.txt : 20090821 0001050442-09-000009.hdr.sgml : 20090821 20090821111625 ACCESSION NUMBER: 0001050442-09-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090630 FILED AS OF DATE: 20090821 DATE AS OF CHANGE: 20090821 EFFECTIVENESS DATE: 20090821 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: 091027919 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 j13ftable063009.txt HOLDINGS REPORT 06-30-2009 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F Report for the Calendar Year of Quarter Ended: June 30, 2009 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:100 South Fifth Street Suite 2100 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: CCO Phone: 612-317-4108 Signature, Place, and Date of Signing: Peter G. Rieke Minneapolis, MN August 14, 2009 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: 96 Form 13F Information Table Value Total: $1034852 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 - ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- 3M CO COM 88579Y101 282 4684 SH SOLE 4684 ADOBE SYS INC COM COM 00724F101 40911 1445631 SH SOLE 1191656 253975 ADVANCED LIFE SCIENCES HLDGSIN COM 00765H107 506 993093 SH SOLE 894993 98100 ADVANCED MICRO DEVICES INC COM COM 007903107 4471 1155425 SH SOLE 944000 211425 ADVENT SOFTWARE INC. COM 007974108 3367 102675 SH SOLE 93875 8800 AKAMAI TECHNOLOGIES COM COM 00971T101 13559 706950 SH SOLE 583475 123475 ALIGN TECHNOLOGY INC COM COM 016255101 3657 345000 SH SOLE 312600 32400 ALLSTATE CORP COM COM 020002101 253 10350 SH SOLE 10350 AMERIGON INC CL A COM 03070L300 6140 1006525 SH SOLE 917425 89100 APPLE INC COM COM 037833100 22287 156478 SH SOLE 129703 26775 ARM HOLDINGS PLC SPONS ADR COM 042068106 32988 5525546 SH SOLE 4636171 889375 ARUBA NETWORKS INC COM COM 043176106 9123 1043775 SH SOLE 945475 98300 AUTODESK INC COM COM 052769106 7223 380575 SH SOLE 312850 67725 BJ SVCS CO COM COM 055482103 9571 702195 SH SOLE 571695 130500 BOTTOMLINE TECHNOLOGIES DELINC COM 101388106 4168 462545 SH SOLE 424445 38100 CABELAS INC COM COM 126804301 18485 1502805 SH SOLE 1260605 242200 CBEYOND INCCOM COM 149847105 3206 223425 SH SOLE 206425 17000 CERADYNE INC CALIF COM 156710105 4725 267550 SH SOLE 247150 20400 CEVA INCCOM COM 157210105 7141 822694 SH SOLE 753794 68900 CHEESECAKE FACTORY INC COM COM 163072101 16679 964092 SH SOLE 897542 66550 CHEVRONTEXACO CORP COM 166764100 331 5000 SH SOLE 5000 CONAGRA INC COM COM 205887102 281 14730 SH SOLE 14730 CORPORATE EXECUTIVE BOARD CO C COM 21988R102 7310 352112 SH SOLE 296937 55175 DENDREON CORPORATION COM COM 24823Q107 2356 94254 SH SOLE 85539 8715 DREAMWORKS ANIMATION SKG INC C COM 26153C103 21929 794816 SH SOLE 648816 146000 DTS INCCOM COM 23335C101 9511 351331 SH SOLE 320131 31200 E TRADE FINANCIAL CORP COM COM 269246104 2196 1702625 SH SOLE 1394050 308575 EATON CORP COM COM 278058102 25747 577149 SH SOLE 475599 101550 EDWARDS LIFESCIENCES CORP COM COM 28176E108 34137 501800 SH SOLE 412650 89150 EMERSON ELEC CO COM COM 291011104 366 11300 SH SOLE 11300 EPIX PHARMACEUTICALS INC COM COM 26881Q309 60 442055 SH SOLE 418355 23700 ETHAN ALLEN INTERIORS INC COM COM 297602104 12492 1205762 SH SOLE 1017987 187775 EXXON MOBIL CORP COM COM 30231G102 342 4896 SH SOLE 4896 FACTSET RESH SYS INC COM COM 303075105 21780 436732 SH SOLE 358754 77978 GARMIN LTD COM COM G37260109 16788 704775 SH SOLE 591725 113050 GENTEX CORP COM COM 371901109 8351 719875 SH SOLE 597125 122750 GENZYME CORP GENL DIVISION COM COM 372917104 8779 157704 SH SOLE 121802 35902 HARRIS STRATEX NETWORKS INC CO COM 41457P106 14780 2280922 SH SOLE 1948272 332650 HELIX ENERGY SOLUTIONS GROUP I COM 42330P107 450 41389 SH SOLE 41089 300 HONEYWELL INTERNATIONAL INC CO COM 438516106 588 18711 SH SOLE 18711 IMATION CORP COM COM 45245A107 1971 258950 SH SOLE 236775 22175 IMPERIAL SUGAR CO NEW COM NEW COM 453096208 2219 183196 SH SOLE 162696 20500 INCYTE CORPORATION COM COM 45337C102 1473 447725 SH SOLE 242625 205100 INTUIT COM COM 461202103 46316 1643000 SH SOLE 1363600 279400 INTUITIVE SURGICAL INC COM NEW COM 46120E602 10151 62025 SH SOLE 51450 10575 INVESTMENT TECH GRP COM NEW COM 46145F105 4426 217087 SH SOLE 193487 23600 IRIS INTL INCCOM COM 46270W105 4767 404020 SH SOLE 372220 31800 JANUS CAPITAL GROUP INC COM COM 47102X105 14243 1249395 SH SOLE 1015520 233875 JETBLUE AIRWAYS CORP COM COM 477143101 4128 966650 SH SOLE 785375 181275 LANDSTAR SYS INC COM COM 515098101 17813 495075 SH SOLE 406500 88575 LEAPFROG ENTERPRISES INC CL A COM 52186N106 1368 597550 SH SOLE 545450 52100 LEVEL 3 COMMUNICATIONS INC COM COM 52729N100 2591 1715692 SH SOLE 1345592 370100 LIMITED BRANDS COM COM 532716107 13733 1147246 SH SOLE 939371 207875 LINCOLN NATL CORP IND COM COM 534187109 12544 728868 SH SOLE 623951 104917 MEDTRONIC INC COM COM 585055106 384 11000 SH SOLE 11000 MERCURY COMPUTER SYS INC COM COM 589378108 2620 283200 SH SOLE 259500 23700 MIDDLEBYCORP COM 596278101 18531 421925 SH SOLE 358800 63125 NAUTILUS INCCOM COM 63910B102 1008 892043 SH SOLE 819443 72600 NOBLE CORP COM COM H5833N103 12411 410277 SH SOLE 328227 82050 NUTRI SYSTEM INC COM COM 67069D108 11169 770295 SH SOLE 656620 113675 OPEN TEXT CORP COM COM 683715106 51757 1421125 SH SOLE 1225125 196000 PACTIV CORP COM COM 695257105 15431 711115 SH SOLE 582290 128825 PALOMAR MED TECH INC NEW COM COM 697529303 4089 277625 SH SOLE 251325 26300 PC-TEL INC COM COM 69325Q105 5608 1048209 SH SOLE 976809 71400 PFIZER INC COM COM 717081103 218 14525 SH SOLE 14525 PHYSICIANS FORMULA HLDGS INCCO COM 719427106 755 401450 SH SOLE 374050 27400 PLANTRONICS INC NEW COM COM 727493108 23585 1247212 SH SOLE 1045062 202150 PLEXUS CORP COM COM 729132100 48547 2372754 SH SOLE 2005104 367650 POLO RALPH LAUREN CORP COM COM 731572103 14406 269065 SH SOLE 228890 40175 PRESSTEK INC COM COM 741113104 515 370843 SH SOLE 338053 32790 ROSETTA STONE INC. COM 777780107 274 10000 SH SOLE 8975 1025 ROYAL CARIBBEAN CRUISES LTD CO COM V7780T103 11641 859745 SH SOLE 705570 154175 SEAGATE TECHNOLOGY COM COM G7945J104 15215 1454636 SH SOLE 1217221 237415 SELECT COMFORT CORP COM COM 81616X103 2664 3171738 SH SOLE 2789583 382155 SIGMA DESIGNS INC COM 826565103 5923 369250 SH SOLE 340750 28500 SPECTRANETICS CORP COM 84760C107 1577 319786 SH SOLE 292125 27661 STAMPS COM INCCOM NEW COM 852857200 5881 693507 SH SOLE 640007 53500 STRATASYS INC COM 862685104 3981 364934 SH SOLE 334834 30100 SUN MICROSYSTEMS INC COM COM 866810203 391 42355 SH SOLE 32480 9875 SURMODICS INC COM COM 868873100 4643 205152 SH SOLE 186352 18800 SYBASE INC COM COM 871130100 48547 1549043 SH SOLE 1287843 261200 SYNAPTICS INCCOM COM 87157D109 18908 489211 SH SOLE 449111 40100 TEXAS INSTRUMENTS INC COM COM 882508104 2060 96700 SH SOLE 96200 500 TJX COS INC NEW COM COM 872540109 41627 1323165 SH SOLE 1062565 260600 TRIMBLE NAVIGATION LTD COM COM 896239100 30710 1564437 SH SOLE 1341137 223300 TW TELECOM, INC. COM 87311L104 22767 2214686 SH SOLE 1937086 277600 ULTIMATE SOFTWARE GROUP INC COM 90385D107 3285 135500 SH SOLE 124200 11300 VALUEVISION MEDIA INCCOM SHS COM 92047K107 425 218181 SH SOLE 218181 VARIAN MEDICAL SYSTEMS INC COM COM 92220P105 13115 373225 SH SOLE 307800 65425 VASCO DATA SEC INTL INC COM COM 92230Y104 3424 468456 SH SOLE 426756 41700 VIASAT INC COM COM 92552V100 3168 123550 SH SOLE 113400 10150 VIROPHARMA INC COM COM 928241108 7519 1267985 SH SOLE 1205085 62900 XTO ENERGY INC COM COM 98385X106 10443 273794 SH SOLE 222592 51202 YAHOO! INC COM COM 984332106 30228 1930275 SH SOLE 1630325 299950 ISHARES MSCI JAPAN INDEX FD 464286848 286 30350.0000SH SOLE 29850.0000 500.0000 VANGUARD MNY MKT RESVS PRIME P 61 61122.2000SH SOLE 61122.2000
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