0001050442-11-000009.txt : 20111114 0001050442-11-000009.hdr.sgml : 20111111 20111114112242 ACCESSION NUMBER: 0001050442-11-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110930 FILED AS OF DATE: 20111114 DATE AS OF CHANGE: 20111114 EFFECTIVENESS DATE: 20111114 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: 111199237 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 s13ftable093011.txt 13F-HR 09-30-2011 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F Report for the Calendar Year of Quarter Ended: September 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: Chief Compliance Officer Phone: 612-317-4108 Signature, Place, and Date of Signing: Peter G. Rieke Minneapolis, MN November 14, 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: $1824557 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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ADOBE SYS INC COM COM 00724F101 17248 713604 SH SOLE 417454 296150 ADVANCED MICRO DEVICES INC COM COM 007903107 14538 2861758 SH SOLE 1889933 971825 ADVENT SOFTWARE INC. 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COM 493143101 3506 310275 SH SOLE 283400 26875 LANDSTAR SYS INC COM COM 515098101 32698 826550 SH SOLE 529000 297550 LEAPFROG ENTERPRISES INC CL A COM 52186N106 2280 676425 SH SOLE 620625 55800 LIMITED BRANDS COM COM 532716107 56026 1454839 SH SOLE 910814 544025 LINCOLN NATL CORP IND COM COM 534187109 11881 760162 SH SOLE 488167 271995 LUMBER LIQUIDATORS HLDGS INC COM 55003T107 3851 255050 SH SOLE 228650 26400 MEDIDATA SOLUTIONS INC COM 58471A105 4473 272100 SH SOLE 249900 22200 MERCURY COMPUTER SYSTEMS COM 589378108 3532 307150 SH SOLE 282250 24900 MICROCHIP TECHNOLOGY COM COM 595017104 24736 795110 SH SOLE 507410 287700 MIDDLEBYCORP COM 596278101 45760 649447 SH SOLE 453572 195875 MIPS TECHNOLOGIES INC COM COM 604567107 3443 711325 SH SOLE 653425 57900 NAUTILUS INCCOM COM 63910B102 1482 987927 SH SOLE 907227 80700 NEUTRAL TANDEM INC. COM 64128b108 1824 188475 SH SOLE 175375 13100 NOBLE CORP COM COM H5833N103 15331 522342 SH SOLE 327842 194500 NUTRI SYSTEM INC COM COM 67069D108 13548 1118760 SH SOLE 695660 423100 NUVASIVE INC COM COM 670704105 2170 127225 SH SOLE 116725 10500 OPEN TEXT CORP COM COM 683715106 82203 1577188 SH SOLE 1122538 454650 PALOMAR MED TECH INC NEW COM COM 697529303 2017 256000 SH SOLE 227700 28300 PAYCHEX INC COM COM 704326107 14531 551030 SH SOLE 345130 205900 PC-TEL INC COM COM 69325Q105 7012 1140222 SH SOLE 1060122 80100 PLANTRONICS INC NEW COM COM 727493108 43834 1540749 SH SOLE 1114287 426462 PLEXUS CORP COM COM 729132100 63742 2817930 SH SOLE 1977205 840725 PRESSTEK INC COM 741113104 252 374468 SH SOLE 341678 32790 RALPH LAUREN CORP COM 751212101 45669 352112 SH SOLE 226562 125550 ROSETTA STONE INC. COM 777780107 1422 155425 SH SOLE 142100 13325 ROYAL CARIBBEAN CRUISES LTD CO COM V7780T103 23538 1087720 SH SOLE 691145 396575 SEAGATE TECHNOLOGY PLC COM G7945M107 24244 2359546 SH SOLE 1589021 770525 SELECT COMFORT CORP COM 81616X103 45784 3277315 SH SOLE 2581378 695937 SIGMA DESIGNS INC COM 826565103 3517 448657 SH SOLE 414757 33900 SIMON PPTY GROUP NEW COM COM 828806109 220 2000 SH SOLE 2000 SPECTRANETICS CORP COM 84760C107 2522 353186 SH SOLE 319525 33661 STAMPS COM INCCOM NEW COM 852857200 16328 798820 SH SOLE 739920 58900 STRATASYS INC COM 862685104 7685 414534 SH SOLE 381234 33300 SURMODICS INC COM COM 868873100 2194 241102 SH SOLE 221102 20000 SYNAPTICS INCCOM COM 87157D109 13241 553996 SH SOLE 510096 43900 TARGET CORP COM COM 87612E106 942 19200 SH SOLE 19200 TEXAS INSTRUMENTS INC COM COM 882508104 997 37425 SH SOLE 37425 TJX COS INC NEW COM COM 872540109 83016 1496600 SH SOLE 958700 537900 TREX CO INC COM 89531P105 4106 256125 SH SOLE 235225 20900 TRIMBLE NAVIGATION LTD COM COM 896239100 63128 1881599 SH SOLE 1367949 513650 TW TELECOM, INC. COM 87311L104 42149 2551382 SH SOLE 1939357 612025 ULTIMATE SOFTWARE GROUP INC COM 90385D107 7035 150575 SH SOLE 138075 12500 VALUEVISION MEDIA INCCOM SHS COM 92047K107 487 206181 SH SOLE 206181 VARIAN MEDICAL SYSTEMS INC COM COM 92220P105 24654 472665 SH SOLE 300340 172325 VASCO DATA SEC INTL INC COM COM 92230Y104 2642 517081 SH SOLE 470281 46800 VERIZON COMMUNICATIONS COM 92343v104 810 22000 SH SOLE 22000 VIASAT INC COM COM 92552V100 18666 560375 SH SOLE 458325 102050 VIROPHARMA INC COM COM 928241108 20843 1153460 SH SOLE 1076010 77450 YAHOO! INC COM COM 984332106 31929 2424351 SH SOLE 1637826 786525 VANGUARD MNY MKT RESVS PRIME P 64 63967.6800SH SOLE 63967.6800 SANOFI 80105N113 117 110372 SH SOLE 93797 16575