0001050442-11-000007.txt : 20110816 0001050442-11-000007.hdr.sgml : 20110816 20110816131129 ACCESSION NUMBER: 0001050442-11-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110630 FILED AS OF DATE: 20110816 DATE AS OF CHANGE: 20110816 EFFECTIVENESS DATE: 20110816 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: 111039428 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 j13ftable063011.txt 13F HOLDINGS REPORT 6-30-2011 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F Report for the Calendar Year of Quarter Ended: June 30, 2011 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:150 South Fifth Street Suite 2550 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 15, 2011 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: 101 Form 13F Information Table Value Total: $2211013 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 444 4684 SH SOLE 4684 ADOBE SYS INC COM COM 00724F101 35431 1126567 SH SOLE 735017 391550 ADVANCED MICRO DEVICES INC COM COM 007903107 11819 1690819 SH SOLE 938494 752325 ADVENT SOFTWARE INC. COM 007974108 6371 226175 SH SOLE 206775 19400 AKAMAI TECHNOLOGIES COM COM 00971T101 28321 899944 SH SOLE 570269 329675 ALIGN TECHNOLOGY INC COM COM 016255101 8964 393144 SH SOLE 358369 34775 AMERIGON INC CL A COM 03070L300 19744 1136036 SH SOLE 1040336 95700 APPLE INC COM COM 037833100 38462 114582 SH SOLE 71132 43450 ARM HOLDINGS PLC SPONS ADR COM 042068106 80233 2822107 SH SOLE 1927557 894550 ARUBA NETWORKS INC COM COM 043176106 21116 714600 SH SOLE 643600 71000 AUTODESK INC COM COM 052769106 38567 999152 SH SOLE 630127 369025 AVIAT NETWORKS INC COM 05366y102 10016 2542016 SH SOLE 1765966 776050 BAKER HUGHES INC COM COM 057224107 3370 46440 SH SOLE 34271 12169 BOTTOMLINE TECHNOLOGIES DELINC COM 101388106 13506 546570 SH SOLE 500895 45675 BRADY CORP CL A COM 104674106 15846 494250 SH SOLE 311950 182300 CABELAS INC COM COM 126804301 48861 1799665 SH SOLE 1313730 485935 CAPELLA EDUCATION COMPANY COM 139594105 4544 108575 SH SOLE 99875 8700 CBEYOND INCCOM COM 149847105 3410 258125 SH SOLE 236750 21375 CERADYNE INC CALIF COM 156710105 11307 289994 SH SOLE 268094 21900 CEVA INCCOM COM 157210105 27176 892171 SH SOLE 813871 78300 CHEESECAKE FACTORY INC COM COM 163072101 34606 1103144 SH SOLE 883669 219475 CHEVRONTEXACO CORP COM 166764100 667 6482 SH SOLE 6482 COCA COLA CO COM COM 191216100 296 4400 SH SOLE 4400 CORPORATE EXECUTIVE BOARD CO C COM 21988R102 31934 731585 SH SOLE 486917 244668 COSTAR GROUP INC COM 22160n109 4911 82850 SH SOLE 75650 7200 DENDREON CORPORATION COM COM 24823Q107 10798 273779 SH SOLE 252664 21115 DOLBY LABORATORIES INC COM 25659T107 15596 367300 SH SOLE 227100 140200 DREAMWORKS ANIMATION SKG COM 26153C103 20937 1041665 SH SOLE 656365 385300 DTS INCCOM COM 23335C101 15564 383834 SH SOLE 351834 32000 E TRADE FINANCIAL CORP COM 269246401 3033 219787 SH SOLE 140832 78955 EATON CORP COM 278058102 73756 1433544 SH SOLE 900944 532600 EDWARDS LIFESCIENCES CORP COM COM 28176e108 93236 1069466 SH SOLE 733691 335775 EMERSON ELEC CO COM COM 291011104 638 11350 SH SOLE 11350 ETHAN ALLEN INTERIORS COM 297602104 41367 1943026 SH SOLE 1441106 501920 EXXON MOBIL CORP COM COM 30231G102 5695 69975 SH SOLE 59252 10723 FACTSET RESH SYS INC COM COM 303075105 55894 546263 SH SOLE 344310 201953 GARMIN LTD COM H2906T109 35472 1073938 SH SOLE 720463 353475 GENTEX CORP COM COM 371901109 27339 904350 SH SOLE 580100 324250 HELIX ENERGY SOLUTIONS COM 42330P107 439 26500 SH SOLE 26500 HONEYWELL INTERNATIONAL INC CO COM 438516106 714 11982 SH SOLE 11982 IMATION CORP COM COM 45245A107 182 19300 SH SOLE 15400 3900 IMPERIAL SUGAR CO NEW COM NEW COM 453096208 4003 200139 SH SOLE 179639 20500 INCYTE CORPORATION COM COM 45337C102 2595 137000 SH SOLE 85200 51800 INTUIT COM COM 461202103 93973 1812050 SH SOLE 1253250 558800 INTUITIVE SURGICAL INC COM NEW COM 46120E602 28646 76983 SH SOLE 49158 27825 INVESTMENT TECHNOLOGY COM 46145F105 3457 246545 SH SOLE 219245 27300 IRIS INTL INCCOM COM 46270W105 4661 466570 SH SOLE 428070 38500 ISHARES TR RUSSELL MCP GR COM 464287481 20967 339100 SH SOLE 13100 326000 JANUS CAPITAL GROUP INC COM COM 47102X105 22700 2404625 SH SOLE 1557450 847175 JETBLUE AIRWAYS CORP COM COM 477143101 10394 1703925 SH SOLE 764925 939000 KEY TECHNOLOGY, INC. COM 493143101 4985 310575 SH SOLE 283700 26875 LANDSTAR SYS INC COM COM 515098101 38236 822625 SH SOLE 525075 297550 LEAPFROG ENTERPRISES INC CL A COM 52186N106 2860 677725 SH SOLE 621925 55800 LIMITED BRANDS COM COM 532716107 55927 1454534 SH SOLE 910509 544025 LINCOLN NATL CORP IND COM COM 534187109 21500 754645 SH SOLE 482650 271995 MEDIDATA SOLUTIONS INC COM 58471A105 6503 272425 SH SOLE 250225 22200 MERCURY COMPUTER SYSTEMS COM 589378108 5745 307525 SH SOLE 282625 24900 MICROCHIP TECHNOLOGY COM COM 595017104 17330 457125 SH SOLE 288825 168300 MIDDLEBYCORP COM 596278101 60750 646005 SH SOLE 450130 195875 NAUTILUS INCCOM COM 63910B102 1981 990327 SH SOLE 909627 80700 NEUTRAL TANDEM INC. COM 64128b108 3290 188875 SH SOLE 175775 13100 NOBLE CORP COM COM H5833N103 20509 520409 SH SOLE 325909 194500 NUTRI SYSTEM INC COM COM 67069D108 15667 1114287 SH SOLE 691187 423100 NUVASIVE INC COM COM 670704105 4199 127700 SH SOLE 117200 10500 OPEN TEXT CORP COM COM 683715106 102755 1605049 SH SOLE 1142799 462250 PALOMAR MED TECH INC NEW COM COM 697529303 2892 256400 SH SOLE 228100 28300 PAYCHEX INC COM COM 704326107 16765 545725 SH SOLE 339825 205900 PC-TEL INC COM COM 69325Q105 7409 1143347 SH SOLE 1063247 80100 PFIZER INC COM COM 717081103 342 16588 SH SOLE 16588 PLANTRONICS INC NEW COM COM 727493108 53371 1461024 SH SOLE 1114662 346362 PLEXUS CORP COM COM 729132100 88323 2537274 SH SOLE 1961380 575894 PRESSTEK INC COM 741113104 612 375193 SH SOLE 342403 32790 RALPH LAUREN CORP COM 751212101 47534 358448 SH SOLE 232898 125550 ROSETTA STONE INC. COM 777780107 2512 155625 SH SOLE 142300 13325 ROYAL CARIBBEAN CRUISES LTD CO COM V7780T103 40596 1078545 SH SOLE 681970 396575 SEAGATE TECHNOLOGY PLC COM G7945M107 37862 2342958 SH SOLE 1572433 770525 SELECT COMFORT CORP COM 81616X103 63345 3523098 SH SOLE 2792893 730205 SIGMA DESIGNS INC COM 826565103 3430 448932 SH SOLE 415032 33900 SIMON PPTY GROUP NEW COM COM 828806109 267 2300 SH SOLE 2300 SPECTRANETICS CORP COM 84760C107 2201 353836 SH SOLE 320175 33661 STAMPS COM INCCOM NEW COM 852857200 10679 800495 SH SOLE 741595 58900 STRATASYS INC COM 862685104 13986 415009 SH SOLE 381709 33300 SURMODICS INC COM COM 868873100 2680 241477 SH SOLE 221477 20000 SYNAPTICS INCCOM COM 87157D109 14273 554523 SH SOLE 510623 43900 TARGET CORP COM COM 87612E106 901 19200 SH SOLE 19200 TELVENT GIT, S.A. COM E90215109 4478 112525 SH SOLE 103025 9500 TEXAS INSTRUMENTS INC COM COM 882508104 1347 41025 SH SOLE 41025 TJX COS INC NEW COM COM 872540109 81627 1553904 SH SOLE 994954 558950 TRIMBLE NAVIGATION LTD COM COM 896239100 74318 1874834 SH SOLE 1361184 513650 TW TELECOM, INC. COM 87311L104 52118 2538622 SH SOLE 1926597 612025 ULTIMATE SOFTWARE GROUP INC COM 90385D107 8201 150675 SH SOLE 138175 12500 VALUEVISION MEDIA INCCOM SHS COM 92047K107 1574 205731 SH SOLE 205731 VARIAN MEDICAL SYSTEMS INC COM COM 92220P105 33046 471950 SH SOLE 299625 172325 VASCO DATA SEC INTL INC COM COM 92230Y104 6445 517706 SH SOLE 470906 46800 VERIZON COMMUNICATIONS COM 92343v104 1655 44460 SH SOLE 44460 VIASAT INC COM COM 92552V100 23057 532857 SH SOLE 455044 77813 VIROPHARMA INC COM COM 928241108 22103 1194760 SH SOLE 1117310 77450 YAHOO! INC COM COM 984332106 36384 2419161 SH SOLE 1632636 786525 ARTIO INTERNATIONAL EQUITY FUN 04315j837 138 10902.7090SH SOLE 10902.7090 VANGUARD MNY MKT RESVS PRIME P 63 63005.7100SH SOLE 63005.7100 SANOFI 80105N113 270 111942 SH SOLE 95367 16575