0001050442-22-000011.txt : 20220516 0001050442-22-000011.hdr.sgml : 20220516 20220516101947 ACCESSION NUMBER: 0001050442-22-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 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: 22926305 BUSINESS ADDRESS: STREET 1: 150 S 5TH ST STREET 2: SUITE 2550 CITY: MINNEAPOLIS STATE: MN ZIP: 55402 BUSINESS PHONE: 6123174100 MAIL ADDRESS: STREET 1: 150 S. FIFTH ST STREET 2: SUITE 2550 CITY: MINNEAPOLIS STATE: MN ZIP: 55402 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001050442 XXXXXXXX 03-31-2022 03-31-2022 DISCIPLINED GROWTH INVESTORS INC /MN
150 S. FIFTH ST SUITE 2550 MINNEAPOLIS MN 55402
13F HOLDINGS REPORT 028-06630 N
Peter Rieke Chief Compliance Officer 612-317-4108 Peter G. Rieke Minneapolis MN 05-16-2022 0 96 4608386 false
INFORMATION TABLE 2 Form13FHR_033122.xml FORM 13F HOLDINGS REPORT 03-31-2022 AKAMAI TECHNOLOGIES COM CS 00971T101 191126 1600852 SH SOLE 1288831 0 312021 ALARM COM HLDGS INC COM CS 011642105 79122 1190518 SH SOLE 990141 0 200377 ALIGN TECHNOLOGY INC CS 016255101 183058 419858 SH SOLE 359409 0 60449 AON PLC SHS CL A CS G0403H108 631 1939 SH SOLE 1939 0 0 APPLE INC COM CS 037833100 1130 6470 SH SOLE 6470 0 0 ARISTA NETWORKS INC COM CS 040413106 107194 771291 SH SOLE 617330 0 153961 AUTODESK INC COM CS 052769106 97932 456878 SH SOLE 363900 0 92978 BERRY GLOBAL GROUP INC COM CS 08579W103 321 5534 SH SOLE 5534 0 0 BOTTOMLINE TECHNOLOGIES DELINC CS 101388106 7863 138735 SH SOLE 138735 0 0 CARA THERAPEUTICS INC COM CS 140755109 20586 1694350 SH SOLE 1694350 0 0 CASA SYS INC COM CS 14713L102 2243 496217 SH SOLE 496217 0 0 CDK GLOBAL INC COM CS 12508E101 406 8347 SH SOLE 8347 0 0 CEVA INC COM CS 157210105 17444 429129 SH SOLE 429129 0 0 CHANNELADVISOR CORP CS 159179100 16785 1012994 SH SOLE 1012994 0 0 CHEVRON CORP NEW COM CS 166764100 318 1950 SH SOLE 1950 0 0 CHUBB LIMITED COM CS H1467J104 527 2462 SH SOLE 2462 0 0 COGNEX CORP COM CS 192422103 87858 1138795 SH SOLE 921546 0 217249 COHERUS BIOSCIENCES INC COM CS 19249H103 3162 244921 SH SOLE 244921 0 0 COMCAST CORP NEW CL A CS 20030N101 340 7268 SH SOLE 7268 0 0 CORE LABORATORIES N V COM CS N22717107 27067 855731 SH SOLE 722360 0 133371 COTERRA ENERGY INC CS 127097103 152613 5658610 SH SOLE 4580872 0 1077738 DELUXE CORP COM CS 248019101 25415 840435 SH SOLE 707909 0 132526 DOLBY LABORATORIES INC COM CL CS 25659T107 121265 1550307 SH SOLE 1263454 0 286853 DULUTH HLDGS INC COM CL B CS 26443V101 12518 1023584 SH SOLE 1023584 0 0 EGAIN CORPORATION CS 28225c806 4818 416022 SH SOLE 416022 0 0 EMERSON ELEC CO COM CS 291011104 226 2300 SH SOLE 2300 0 0 ENLINK MIDSTREAM LLC COM UNIT CS 29336T100 151 15637 SH SOLE 15637 0 0 EVERBRIDGE INC COM CS 29978A104 4915 112620 SH SOLE 112620 0 0 FIDELITY NATL INFORMATION SVCS CS 31620M106 295 2937 SH SOLE 2937 0 0 FISERV INC COM CS 337738108 420 4142 SH SOLE 4142 0 0 FLOTEK INDUSTRIES INC CS 343389102 963 764366 SH SOLE 764366 0 0 FREEPORT-MCMORAN INC CS 35671D857 292 5874 SH SOLE 5874 0 0 GARMIN LTD SHS CS H2906T109 155134 1307930 SH SOLE 1081008 0 226922 GENTEX CORP COM CS 371901109 140642 4821468 SH SOLE 3877465 0 944003 GENTHERM INC COM CS 37253A103 86229 1180579 SH SOLE 1066994 0 113585 GEOSPACE TECHNOLOGIES CORP COM CS 37364X109 8657 1505523 SH SOLE 1505523 0 0 GRACO INC COM CS 384109104 46291 663950 SH SOLE 530349 0 133601 INTERCONTINENTAL EXCHANGE INC CS 45866F104 435 3293 SH SOLE 3293 0 0 INTERDIGITAL INC CS 45867G101 50380 789658 SH SOLE 653809 0 135849 INTUIT COM CS 461202103 162511 337974 SH SOLE 282048 0 55926 INTUITIVE SURGICAL INC CS 46120E602 100076 331730 SH SOLE 263363 0 68367 IPG PHOTONICS CORP COM CS 44980X109 22684 206669 SH SOLE 166666 0 40003 IROBOT CORP COM CS 462726100 21994 346910 SH SOLE 346910 0 0 JETBLUE AWYS CORP COM CS 477143101 62960 4211378 SH SOLE 3648106 0 563272 KORNIT DIGITAL LTD SHS CS M6372Q113 8261 99909 SH SOLE 99909 0 0 LANDSTAR SYS INC COM CS 515098101 77719 515277 SH SOLE 414591 0 100686 LGI HOMES INC COM CS 50187T106 45914 470045 SH SOLE 377067 0 92978 MICROCHIP TECHNOLOGY INC COM CS 595017104 153934 2048634 SH SOLE 1636956 0 411678 MICROSOFT CORP COM CS 594918104 1140 3696 SH SOLE 3696 0 0 MILLERKNOLL INC CS 600544100 10881 314857 SH SOLE 314857 0 0 MIMEDX GROUP CS 602496101 1556 330380 SH SOLE 330380 0 0 MIX TELEMATICS LTD SPONSORED A CS 60688N102 27043 2412390 SH SOLE 2412390 0 0 MOLSON COORS BEVERAGE CO CL B CS 60871R209 306 5725 SH SOLE 5725 0 0 MONDELEZ INTL INC CL A CS 609207105 447 7116 SH SOLE 7116 0 0 MSC INDL DIRECT INC CL A CS 553530106 27951 328024 SH SOLE 268197 0 59827 MYRIAD GENETICS INC COM CS 62855J104 47237 1874478 SH SOLE 1500206 0 374272 NORDSTROM INC COM CS 655664100 43630 1609386 SH SOLE 1400175 0 209211 NOVO NORDISK A/S ADR-EACH CNV CS 670100205 309 2779 SH SOLE 2779 0 0 NUVASIVE INC COM CS 670704105 2046 36078 SH SOLE 36078 0 0 OKTA INC CS 679295105 252 1667 SH SOLE 1667 0 0 OPEN TEXT CORP COM CS 683715106 97181 2292012 SH SOLE 2003015 0 288997 PAYCHEX INC COM CS 704326107 83894 614741 SH SOLE 482925 0 131816 PING IDENTITY HOLDING CS 72341T103 12200 444771 SH SOLE 444771 0 0 PLANTRONICS INC NEW COM CS 727493108 103217 2619723 SH SOLE 2256024 0 363699 PLEXUS CORP COM CS 729132100 185893 2272258 SH SOLE 1906377 0 365881 POWER INTEGRATIONS INC COM CS 739276103 168097 1813737 SH SOLE 1530043 0 283694 PROLOGIS INC. COM CS 74340W103 203 1257 SH SOLE 1257 0 0 PROS HOLDINGS INC COM CS 74346Y103 4921 147728 SH SOLE 147728 0 0 PROSUS N V SPONSORED ADR CS 74365P108 170 15581 SH SOLE 15581 0 0 PROTO LABS INC COM CS 743713109 98446 1860976 SH SOLE 1580737 0 280239 PURE STORAGE INC CL A CS 74624M102 178887 5066185 SH SOLE 4352914 0 713271 REDHILL BIOPHARMA LTD SPONSORE CS 757468103 4914 1950002 SH SOLE 1950002 0 0 RESTAURANT BRANDS INTL INC COM CS 76131D103 366 6268 SH SOLE 6268 0 0 ROYAL CARIBBEAN GROUP CS V7780T103 74435 888459 SH SOLE 719243 0 169216 S&P GLOBAL INC CS 78409V104 47830 116607 SH SOLE 91966 0 24641 SLEEP NUMBER CORPORATION CS 83125X103 107801 2125842 SH SOLE 1860482 0 265360 SNAP INC CL A CS 83304A106 374 10388 SH SOLE 10388 0 0 SNAP ON INC COM CS 833034101 87461 425640 SH SOLE 341262 0 84378 SOUTHWESTERN ENERGY CO COM CS 845467109 197169 27499183 SH SOLE 24289774 0 3209409 SPS COMM INC COM CS 78463M107 26334 200717 SH SOLE 200717 0 0 STITCH FIX INC COM CL A CS 860897107 30324 3011295 SH SOLE 2668902 0 342393 STONERIDGE INC COM CS 86183P102 4579 220551 SH SOLE 220551 0 0 STRATASYS LTD SHS CS M85548101 1636 64420 SH SOLE 64420 0 0 STRATEGIC EDUCATION INC CS 86272C103 50235 756783 SH SOLE 626764 0 130019 SUPER MICRO COMPUTER INC COM CS 86800U104 171775 4512092 SH SOLE 3809508 0 702584 SURMODICS INC CS 868873100 18427 406502 SH SOLE 406502 0 0 TAKE-TWO INTERACTIVE CS 874054109 20390 132627 SH SOLE 106430 0 26197 TELLURIAN INC CS 87968A104 132 25000 SH SOLE 25000 0 0 TJX COS INC NEW COM CS 872540109 100244 1654745 SH SOLE 1316803 0 337942 TREX CO INC COM CS 89531P105 28537 436814 SH SOLE 436814 0 0 UNDER ARMOUR INC CL A CS 904311107 67771 3981862 SH SOLE 3210034 0 771828 VALERO ENERGY CORP NEW COM CS 91913Y100 203 2000 SH SOLE 2000 0 0 VIASAT INC COM CS 92552V100 142493 2919940 SH SOLE 2479450 0 440490 VIZIO HLDG CORP CL A COM CS 92858V101 8811 991110 SH SOLE 991110 0 0 VMWARE INC CL A COM CS 928563402 361 3174 SH SOLE 3174 0 0 ZUMIEZ INC COM CS 989817101 7052 184560 SH SOLE 184560 0 0