0001050442-24-000011.txt : 20240515 0001050442-24-000011.hdr.sgml : 20240515 20240515172958 ACCESSION NUMBER: 0001050442-24-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 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: 24952771 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 03-31-2024 03-31-2024 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 05-15-2024 0 68 5481714979 false INFORMATION TABLE 2 Form13FHR_033124.xml FORM 13F HOLDINGS REPORT 3-31-24 AKAMAI TECHNOLOGIES COM CS 00971T101 151903026 1396681 SH SOLE 1173355 0 223326 ALARM COM HLDGS INC COM CS 011642105 184982067 2552533 SH SOLE 2271466 0 281067 ALIGN TECHNOLOGY INC CS 016255101 230836661 703942 SH SOLE 612986 0 90956 APPLE INC COM CS 037833100 251047 1464 SH SOLE 1464 0 0 ARISTA NETWORKS INC COM CS 040413106 178226928 614618 SH SOLE 523188 0 91430 AUTODESK INC COM CS 052769106 91016790 349500 SH SOLE 301570 0 47930 CANTALOUPE INC CS 138103106 10203317 1586830 SH SOLE 1586830 0 0 CARA THERAPEUTICS INC COM CS 140755109 1651703 1815058 SH SOLE 1815058 0 0 CEVA INC COM CS 157210105 11052276 486670 SH SOLE 486670 0 0 CHEVRON CORP NEW COM CS 166764100 204273 1295 SH SOLE 1295 0 0 COGNEX CORP COM CS 192422103 144095141 3396868 SH SOLE 2982654 0 414214 COHERUS BIOSCIENCES INC COM CS 19249H103 3001689 1255937 SH SOLE 1255937 0 0 CORE LABORATORIES INC CS 21867A105 13933130 815757 SH SOLE 726244 0 89513 COTERRA ENERGY INC COM CS 127097103 139753267 5012671 SH SOLE 4197943 0 814728 DOLBY LABORATORIES INC COM CL CS 25659T107 116588657 1391771 SH SOLE 1182455 0 209316 EGAIN CORP COM NEW CS 28225C806 7276180 1128090 SH SOLE 1128090 0 0 EVERBRIDGE INC COM CS 29978A104 4525880 129942 SH SOLE 129942 0 0 FLOOR & DECOR HLDGS INC CL A CS 339750101 143580722 1107705 SH SOLE 966302 0 141403 GARMIN LTD SHS CS H2906T109 202917998 1363055 SH SOLE 1194295 0 168760 GENERAC HLDGS INC COM CS 368736104 45248058 358713 SH SOLE 289345 0 69368 GENTEX CORP COM CS 371901109 152295429 4216374 SH SOLE 3471390 0 744984 GENTHERM INC COM CS 37253A103 65558918 1138571 SH SOLE 1045036 0 93535 GEOSPACE TECHNOLOGIES CORP COM CS 37364X109 20697181 1569157 SH SOLE 1569157 0 0 GRACO INC COM CS 384109104 38681412 413882 SH SOLE 361333 0 52549 INMODE LTD SHS CS M5425M103 16910495 782531 SH SOLE 782531 0 0 INTERDIGITAL INC COM CS 45867G101 115231772 1082395 SH SOLE 978907 0 103488 INTUIT COM CS 461202103 132883400 204436 SH SOLE 181068 0 23368 INTUITIVE SURGICAL INC CS 46120E602 102183403 256041 SH SOLE 217664 0 38377 IPG PHOTONICS CORP COM CS 44980X109 43547887 480184 SH SOLE 390722 0 89462 KORNIT DIGITAL LTD SHS CS M6372Q113 35308704 1948604 SH SOLE 1948604 0 0 LANDSTAR SYS INC COM CS 515098101 62592449 324717 SH SOLE 275413 0 49304 LGI HOMES INC COM CS 50187T106 103669145 890858 SH SOLE 807846 0 83012 LUNA INNOVATIONS INC CS 550351100 2895615 903468 SH SOLE 903468 0 0 MATERIALISE NV SPONSORED ADS CS 57667T100 8404049 1591676 SH SOLE 1591676 0 0 MICROCHIP TECHNOLOGY INC. COM CS 595017104 156499633 1744506 SH SOLE 1459127 0 285379 MICROSOFT CORP COM CS 594918104 285669 679 SH SOLE 679 0 0 MILLERKNOLL INC COM CS 600544100 8194025 330938 SH SOLE 330938 0 0 MIMEDX GROUP INC COM CS 602496101 2709807 351923 SH SOLE 351923 0 0 MSC INDL DIRECT INC CL A COM CS 553530106 57781983 595445 SH SOLE 545222 0 50223 MYRIAD GENETICS INC COM CS 62855J104 44287887 2077293 SH SOLE 1795769 0 281524 PAYCHEX INC COM CS 704326107 17390322 141615 SH SOLE 116171 0 25444 PLEXUS CORP COM CS 729132100 199292866 2101802 SH SOLE 1809231 0 292571 POWER INTEGRATIONS INC COM CS 739276103 145875138 2038786 SH SOLE 1795170 0 243616 POWERFLEET INC CS 73931J109 7994451 1497088 SH SOLE 1497088 0 0 PROGYNY INC COM CS 74340E103 19801910 519054 SH SOLE 440659 0 78395 PROS HOLDINGS INC COM CS 74346Y103 19043241 524174 SH SOLE 524174 0 0 PROTO LABS INC COM CS 743713109 68276744 1909839 SH SOLE 1640283 0 269556 PURE STORAGE INC CL A CS 74624M102 292265996 5621581 SH SOLE 4967490 0 654091 ROYAL CARIBBEAN GROUP CS V7780T103 83339275 599520 SH SOLE 526341 0 73179 SEMTECH CORP COM CS 816850101 15473269 562869 SH SOLE 413480 0 149389 SLEEP NUMBER CORPORATION CS 83125X103 256384 15994 SH SOLE 15994 0 0 SNAP ON INC COM CS 833034101 107089158 361519 SH SOLE 298007 0 63512 SOUTHWESTERN ENERGY CO COM CS 845467109 232118398 30622480 SH SOLE 27230211 0 3392269 SPS COMM INC COM CS 78463M107 31464618 170171 SH SOLE 170171 0 0 STITCH FIX INC COM CL A CS 860897107 18155008 6876897 SH SOLE 6524937 0 351960 STONERIDGE INC COM CS 86183P102 4416011 239480 SH SOLE 239480 0 0 STRATEGIC ED INC COM CS 86272C103 46664397 448179 SH SOLE 416311 0 31868 SUPER MICRO COMPUTER INC COM CS 86800U104 1029656903 1019432 SH SOLE 968941 0 50491 SURMODICS INC COM CS 868873100 19340194 659175 SH SOLE 659175 0 0 TAKE-TWO INTERACTIVE SOFTWARE CS 874054109 45428140 305934 SH SOLE 262482 0 43452 TREX CO INC COM CS 89531P105 41489915 415939 SH SOLE 415939 0 0 UNDER ARMOUR INC CL A CS 904311107 39423311 5341912 SH SOLE 4205812 0 1136100 VALERO ENERGY CORP COM CS 91913Y100 256035 1500 SH SOLE 1500 0 0 VIASAT INC COM CS 92552V100 61733934 3412600 SH SOLE 2959720 0 452880 VIZIO HLDG CORP CL A COM CS 92858V101 37604500 3437340 SH SOLE 3437340 0 0 ZIPRECRUITER INC CL A CS 98980B103 11361381 988806 SH SOLE 988806 0 0 ZUMIEZ INC COM CS 989817101 2819264 185600 SH SOLE 185600 0 0 MIX TELEMATICS LTD SPONSORED A CS 60688N102 31816543 2186704 SH SOLE 2186704 0 0