0001050442-22-000012.txt : 20220815 0001050442-22-000012.hdr.sgml : 20220815 20220815150357 ACCESSION NUMBER: 0001050442-22-000012 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220815 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: 221165081 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 06-30-2022 06-30-2022 DISCIPLINED GROWTH INVESTORS INC /MN
150 S. FIFTH ST SUITE 2550 MINNEAPOLIS MN 55402
13F HOLDINGS REPORT 028-06630 N
Peter Rieke CCO 612-317-4108 Peter G. Rieke Minneapolis MN 06-30-2022 0 75 3717937 false
INFORMATION TABLE 2 Form13F_HR_2022-06-30.xml FORM 13F HOLDINGS REPORT 2022-06-30 AKAMAI TECHNOLOGIES COM CS 00971T101 147839 1618734 SH SOLE 1306713 0 312021 ALARM COM HLDGS INC COM CS 011642105 119409 1930313 SH SOLE 1612007 0 318306 ALIGN TECHNOLOGY INC CS 016255101 120768 510282 SH SOLE 435549 0 74733 APPLE INC COM CS 037833100 300 2196 SH SOLE 2196 0 0 ARISTA NETWORKS INC COM CS 040413106 73596 785105 SH SOLE 631144 0 153961 AUTODESK INC COM CS 052769106 80134 466003 SH SOLE 373025 0 92978 CARA THERAPEUTICS INC COM CS 140755109 15510 1698822 SH SOLE 1698822 0 0 CASA SYS INC COM CS 14713L102 1955 497479 SH SOLE 497479 0 0 CEVA INC COM CS 157210105 14448 430523 SH SOLE 430523 0 0 CHANNELADVISOR CORP CS 159179100 14820 1016432 SH SOLE 1016432 0 0 CHEVRON CORP NEW COM CS 166764100 257 1775 SH SOLE 1775 0 0 COGNEX CORP COM CS 192422103 75508 1775819 SH SOLE 1429096 0 346723 COHERUS BIOSCIENCES INC COM CS 19249H103 1781 246021 SH SOLE 246021 0 0 COMCAST CORP NEW CL A CS 20030N101 201 5120 SH SOLE 5120 0 0 CORE LABORATORIES N V COM CS N22717107 17061 861213 SH SOLE 727842 0 133371 COTERRA ENERGY INC CS 127097103 147173 5706604 SH SOLE 4628866 0 1077738 DELUXE CORP COM CS 248019101 18357 847101 SH SOLE 714575 0 132526 DOLBY LABORATORIES INC COM CL CS 25659T107 115968 1620572 SH SOLE 1333719 0 286853 DULUTH HLDGS INC COM CL B CS 26443V101 9789 1026068 SH SOLE 1026068 0 0 EGAIN CORPORATION CS 28225c806 6639 680928 SH SOLE 680928 0 0 ENLINK MIDSTREAM LLC COM UNIT CS 29336T100 133 15637 SH SOLE 15637 0 0 EVERBRIDGE INC COM CS 29978A104 3143 112696 SH SOLE 112696 0 0 FLOTEK INDUSTRIES INC CS 343389102 757 763295 SH SOLE 763295 0 0 GARMIN LTD SHS CS H2906T109 139706 1421944 SH SOLE 1195007 0 226937 GENTEX CORP COM CS 371901109 136389 4876274 SH SOLE 3932210 0 944064 GENTHERM INC COM CS 37253A103 74389 1191940 SH SOLE 1078305 0 113635 GEOSPACE TECHNOLOGIES CORP COM CS 37364X109 7154 1509294 SH SOLE 1509294 0 0 GRACO INC COM CS 384109104 40063 674354 SH SOLE 540753 0 133601 INTERDIGITAL INC CS 45867G101 48480 797366 SH SOLE 661482 0 135884 INTUIT COM CS 461202103 117720 305417 SH SOLE 259124 0 46293 INTUITIVE SURGICAL INC CS 46120E602 68033 338960 SH SOLE 270593 0 68367 IPG PHOTONICS CORP COM CS 44980X109 19726 209565 SH SOLE 169527 0 40038 IROBOT CORP COM CS 462726100 12782 347812 SH SOLE 347812 0 0 JETBLUE AWYS CORP COM CS 477143101 27057 3232639 SH SOLE 2669367 0 563272 KORNIT DIGITAL LTD SHS CS M6372Q113 4993 157509 SH SOLE 157509 0 0 LANDSTAR SYS INC COM CS 515098101 76193 523949 SH SOLE 423263 0 100686 LGI HOMES INC COM CS 50187T106 49591 570672 SH SOLE 477669 0 93003 MICROCHIP TECHNOLOGY INC COM CS 595017104 120644 2077201 SH SOLE 1665497 0 411704 MICROSOFT CORP COM CS 594918104 780 3037 SH SOLE 3037 0 0 MILLERKNOLL INC CS 600544100 8292 315645 SH SOLE 315645 0 0 MIMEDX GROUP CS 602496101 1152 332078 SH SOLE 332078 0 0 MIX TELEMATICS LTD SPONSORED A CS 60688N102 19686 2418431 SH SOLE 2418431 0 0 MSC INDL DIRECT INC CL A CS 553530106 24898 331482 SH SOLE 271655 0 59827 MYRIAD GENETICS INC COM CS 62855J104 34537 1900787 SH SOLE 1526515 0 374272 NORDSTROM INC COM CS 655664100 34283 1622477 SH SOLE 1413196 0 209281 OPEN TEXT CORP COM CS 683715106 87398 2309683 SH SOLE 2020686 0 288997 PAYCHEX INC COM CS 704326107 42882 376588 SH SOLE 303326 0 73262 PING IDENTITY HOLDING CS 72341T103 8072 444974 SH SOLE 444974 0 0 PLANTRONICS INC NEW COM CS 727493108 30388 765818 SH SOLE 664428 0 101390 PLEXUS CORP COM CS 729132100 180128 2294623 SH SOLE 1928742 0 365881 POWER INTEGRATIONS INC COM CS 739276103 137879 1838135 SH SOLE 1554441 0 283694 PROS HOLDINGS INC COM CS 74346Y103 3885 148129 SH SOLE 148129 0 0 PROTO LABS INC COM CS 743713109 89793 1876946 SH SOLE 1596662 0 280284 PURE STORAGE INC CL A CS 74624M102 131854 5128528 SH SOLE 4415257 0 713271 REDHILL BIOPHARMA LTD SPONSORE CS 757468103 705 810646 SH SOLE 810646 0 0 ROYAL CARIBBEAN GROUP CS V7780T103 31311 896918 SH SOLE 727702 0 169216 SEMTECH CORP COM CS 816850101 30570 556123 SH SOLE 447739 0 108384 SLEEP NUMBER CORPORATION CS 83125X103 66332 2143198 SH SOLE 1877788 0 265410 SNAP ON INC COM CS 833034101 84990 431354 SH SOLE 346966 0 84388 SOUTHWESTERN ENERGY CO COM CS 845467109 172587 27613927 SH SOLE 24404518 0 3209409 SPS COMM INC COM CS 78463M107 22765 201368 SH SOLE 201368 0 0 STITCH FIX INC COM CL A CS 860897107 17821 3607509 SH SOLE 3265116 0 342393 STONERIDGE INC COM CS 86183P102 3800 221566 SH SOLE 221566 0 0 STRATASYS LTD SHS CS M85548101 1214 64755 SH SOLE 64755 0 0 STRATEGIC EDUCATION INC CS 86272C103 54008 765196 SH SOLE 635177 0 130019 SUPER MICRO COMPUTER INC COM CS 86800U104 183681 4552205 SH SOLE 3849621 0 702584 SURMODICS INC CS 868873100 15173 407539 SH SOLE 407539 0 0 TAKE-TWO INTERACTIVE CS 874054109 16515 134781 SH SOLE 108584 0 26197 TJX COS INC NEW COM CS 872540109 73107 1308983 SH SOLE 1051693 0 257290 TREX CO INC COM CS 89531P105 23840 438066 SH SOLE 438066 0 0 UNDER ARMOUR INC CL A CS 904311107 49617 5956408 SH SOLE 4804257 0 1152151 VIASAT INC COM CS 92552V100 90289 2947730 SH SOLE 2507165 0 440565 VIZIO HOLDING CS 92858V101 10174 1491813 SH SOLE 1491813 0 0 VMWARE INC CL A COM CS 928563402 255 2233 SH SOLE 2233 0 0 ZUMIEZ INC COM CS 989817101 4811 185034 SH SOLE 185034 0 0