0001050442-12-000005.txt : 20120515 0001050442-12-000005.hdr.sgml : 20120515 20120515114427 ACCESSION NUMBER: 0001050442-12-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120331 FILED AS OF DATE: 20120515 DATE AS OF CHANGE: 20120515 EFFECTIVENESS DATE: 20120515 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: 12842303 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 m13ftable033112.txt FORM 13F HOLDINGS REPORT 3-31-12 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F Report for the Calendar Year of Quarter Ended: March 31, 2012 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 May 15, 2012 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: 103 Form 13F Information Table Value Total: $2513016 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 17553 511594 SH SOLE 293894 217700 ADVANCED MICRO DEVICES INC COM COM 007903107 23448 2923671 SH SOLE 2155046 768625 ADVENT SOFTWARE INC. 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COM 777780107 1562 151375 SH SOLE 141650 9725 ROYAL CARIBBEAN CRUISES LTD CO COM V7780T103 33405 1135065 SH SOLE 819690 315375 SEAGATE TECHNOLOGY PLC SHS COM G7945M107 63895 2370414 SH SOLE 1764089 606325 SELECT COMFORT CORP COM 81616X103 99692 3077852 SH SOLE 2552990 524862 SIGMA DESIGNS INC COM 826565103 345 66600 SH SOLE 43000 23600 SIMON PPTY GROUP INC NEW COM COM 828806109 291 2000 SH SOLE 2000 SPECTRANETICS CORP COM 84760C107 3544 340786 SH SOLE 318125 22661 STAMPS COM INC COM NEW COM 852857200 21312 764420 SH SOLE 724920 39500 STRATASYS INC COM COM 862685104 14525 397734 SH SOLE 375434 22300 SUPER MICRO COMPUTER INC COM COM 86800U104 5476 313625 SH SOLE 295625 18000 SURMODICS INC COM COM 868873100 3592 233677 SH SOLE 220277 13400 SYNAPTICS INC COM COM 87157D109 19497 534009 SH SOLE 504209 29800 TARGET CORP COM COM 87612E106 1120 19220 SH SOLE 19220 TEXAS INSTRS INC COM COM 882508104 1207 35925 SH SOLE 35925 TJX COS INC NEW COM COM 872540109 116317 2929150 SH SOLE 2080150 849000 TREX CO INC COM COM 89531P105 7901 246275 SH SOLE 232275 14000 TRIMBLE NAVIGATION LTD COM COM 896239100 100667 1849824 SH SOLE 1449174 400650 TW TELECOM INC COM COM 87311L104 57137 2578365 SH SOLE 2103640 474725 ULTIMATE SOFTWARE GROUP INC COM 90385D107 10538 143800 SH SOLE 135400 8400 VALUEVISION MEDIA INCCOM SHS COM 92047K107 202 97800 SH SOLE 97800 VARIAN MED SYS INC COM COM 92220P105 34255 496733 SH SOLE 360008 136725 VASCO DATA SEC INTL INC COM COM 92230Y104 5062 469131 SH SOLE 437231 31900 VERIZON COMMUNICATIONS INC COM COM 92343V104 549 14360 SH SOLE 14360 VIASAT INC COM COM 92552V100 26477 549198 SH SOLE 470148 79050 VIROPHARMA INC COM COM 928241108 32553 1082560 SH SOLE 1029710 52850 YAHOO INC COM COM 984332106 38286 2515476 SH SOLE 1892551 622925 SANOFI CONTGNT VAL RT 80105N113 130 96297 SH SOLE 89422 6875 VANGUARD MONEY MKT RESVS INC P 922906201 67 67051.3900SH SOLE 67051.3900