0001050442-24-000002.txt : 20240214 0001050442-24-000002.hdr.sgml : 20240214 20240214092518 ACCESSION NUMBER: 0001050442-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: DISCIPLINED GROWTH INVESTORS INC /MN CENTRAL INDEX KEY: 0001050442 ORGANIZATION NAME: 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: 24633069 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 X0202 13F-HR LIVE false false false 0001050442 XXXXXXXX 12-31-2023 12-31-2023 DISCIPLINED GROWTH INVESTORS INC /MN

150 S. FIFTH ST SUITE 2550 MINNEAPOLIS MN 55402

13F HOLDINGS REPORT 028-06630 N Peter G. Rieke 612-317-4108 Peter G. Rieke Minneapolis MN 02-14-2024 0 63 4580207070 false INFORMATION TABLE 2 Form13FHR_123123.xml FORM 13F HOLDINGS REPORT 12-31-23 AKAMAI TECHNOLOGIES COM CS 00971T101 162866879 1376146 SH SOLE 1132219 0 243927 ALARM COM HLDGS INC COM CS 011642105 112161580 1735710 SH SOLE 1478934 0 256776 ALIGN TECHNOLOGY INC CS 016255101 183960586 671389 SH SOLE 589156 0 82233 APPLE INC COM CS 037833100 281864 1464 SH SOLE 1464 0 0 ARISTA NETWORKS INC COM CS 040413106 148369651 629993 SH SOLE 525922 0 104071 AUTODESK INC COM CS 052769106 88815660 364776 SH SOLE 303783 0 60993 CANTALOUPE INC CS 138103106 10709940 1445336 SH SOLE 1445336 0 0 CARA THERAPEUTICS INC COM CS 140755109 1346390 1812100 SH SOLE 1812100 0 0 CEVA INC COM CS 157210105 10334640 455070 SH SOLE 455070 0 0 COGNEX CORP COM CS 192422103 81111046 1943245 SH SOLE 1575939 0 367306 COHERUS BIOSCIENCES INC COM CS 19249H103 3885201 1166727 SH SOLE 1166727 0 0 CORE LABORATORIES INC CS 21867A105 13286801 752367 SH SOLE 687494 0 64873 COTERRA ENERGY INC COM CS 127097103 124662725 4884903 SH SOLE 4061780 0 823123 DOLBY LABORATORIES INC COM CL CS 25659T107 118180444 1371321 SH SOLE 1149376 0 221945 EGAIN CORP COM NEW CS 28225C806 8831749 1060234 SH SOLE 1060234 0 0 EVERBRIDGE INC COM CS 29978A104 2937863 120850 SH SOLE 120850 0 0 FLOOR & DECOR HLDGS INC CL A CS 339750101 79519410 712795 SH SOLE 581722 0 131073 GARMIN LTD SHS CS H2906T109 173909607 1352961 SH SOLE 1174455 0 178506 GENERAC HLDGS INC COM CS 368736104 43042348 333042 SH SOLE 273130 0 59912 GENTEX CORP COM CS 371901109 135165957 4138578 SH SOLE 3357998 0 780580 GENTHERM INC COM CS 37253A103 56796149 1084724 SH SOLE 999421 0 85303 GEOSPACE TECHNOLOGIES CORP COM CS 37364X109 19312150 1490135 SH SOLE 1490135 0 0 GRACO INC COM CS 384109104 37117923 427823 SH SOLE 358041 0 69782 INTERDIGITAL INC COM CS 45867G101 73358387 675865 SH SOLE 584501 0 91364 INTUIT COM CS 461202103 138499773 221589 SH SOLE 197552 0 24037 INTUITIVE SURGICAL INC CS 46120E602 89157501 264280 SH SOLE 219017 0 45263 IPG PHOTONICS CORP COM CS 44980X109 45950626 423352 SH SOLE 344679 0 78673 ISHARES TR RUS MD CP GR ETF CS 464287481 2148011 20563 SH SOLE 20563 0 0 KORNIT DIGITAL LTD SHS CS M6372Q113 32755476 1709576 SH SOLE 1709576 0 0 LANDSTAR SYS INC COM CS 515098101 63234471 326540 SH SOLE 274192 0 52348 LGI HOMES INC COM CS 50187T106 73033599 548465 SH SOLE 475366 0 73099 LUNA INNOVATIONS INC CS 550351100 5596953 841647 SH SOLE 841647 0 0 MATERIALISE NV SPONSORED ADS CS 57667T100 9332042 1421484 SH SOLE 1421484 0 0 MICROCHIP TECHNOLOGY INC. COM CS 595017104 156833030 1739111 SH SOLE 1435917 0 303194 MICROSOFT CORP COM CS 594918104 255331 679 SH SOLE 679 0 0 MILLERKNOLL INC COM CS 600544100 8297347 310995 SH SOLE 310995 0 0 MIMEDX GROUP INC COM CS 602496101 2772153 316095 SH SOLE 316095 0 0 MSC INDL DIRECT INC CL A COM CS 553530106 26287400 259603 SH SOLE 221709 0 37894 MYRIAD GENETICS INC COM CS 62855J104 37423217 1955236 SH SOLE 1726370 0 228866 PAYCHEX INC COM CS 704326107 16997950 142708 SH SOLE 112641 0 30067 PLEXUS CORP COM CS 729132100 220441063 2038667 SH SOLE 1735025 0 303642 POWER INTEGRATIONS INC COM CS 739276103 167493561 2039868 SH SOLE 1764753 0 275115 PROS HOLDINGS INC COM CS 74346Y103 19795623 510328 SH SOLE 510328 0 0 PROTO LABS INC COM CS 743713109 67776296 1739638 SH SOLE 1502898 0 236740 PURE STORAGE INC CL A CS 74624M102 202316118 5673475 SH SOLE 4924322 0 749153 ROYAL CARIBBEAN GROUP CS V7780T103 80629279 622668 SH SOLE 531928 0 90740 SEMTECH CORP COM CS 816850101 10778077 491925 SH SOLE 371518 0 120407 SLEEP NUMBER CORPORATION CS 83125X103 2642676 178198 SH SOLE 178198 0 0 SNAP ON INC COM CS 833034101 101698831 352094 SH SOLE 290977 0 61117 SOUTHWESTERN ENERGY CO COM CS 845467109 193039930 29471745 SH SOLE 26273252 0 3198493 SPS COMM INC COM CS 78463M107 32464323 167480 SH SOLE 167480 0 0 STITCH FIX INC COM CL A CS 860897107 22515280 6306801 SH SOLE 6069841 0 236960 STONERIDGE INC COM CS 86183P102 4227844 216037 SH SOLE 216037 0 0 STRATEGIC ED INC COM CS 86272C103 42654619 461780 SH SOLE 408022 0 53758 SUPER MICRO COMPUTER INC COM CS 86800U104 774688093 2725280 SH SOLE 2556050 0 169230 SURMODICS INC COM CS 868873100 22351288 614891 SH SOLE 614891 0 0 TAKE-TWO INTERACTIVE SOFTWARE CS 874054109 17945925 111500 SH SOLE 91282 0 20218 TREX CO INC COM CS 89531P105 33944148 410003 SH SOLE 410003 0 0 UNDER ARMOUR INC CL A CS 904311107 37418362 4256924 SH SOLE 3296718 0 960206 VIASAT INC COM CS 92552V100 85513500 3059517 SH SOLE 2666452 0 393065 VIZIO HLDG CORP CL A COM CS 92858V101 16019965 2080515 SH SOLE 2080515 0 0 ZUMIEZ INC COM CS 989817101 3540177 174050 SH SOLE 174050 0 0 MIX TELEMATICS LTD SPONSORED A CS 60688N102 21772262 2528718 SH SOLE 2528718 0 0