-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, N0UJA98sMbg59y40pqPRPfBz+1GBnTexT/hZVvm4aLCFz6Bi5/FBDYoupP1f8TY8 8vw0iK1TtbSzk+v1odlwfA== 0001050442-09-000011.txt : 20091113 0001050442-09-000011.hdr.sgml : 20091113 20091113121916 ACCESSION NUMBER: 0001050442-09-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090930 FILED AS OF DATE: 20091113 DATE AS OF CHANGE: 20091113 EFFECTIVENESS DATE: 20091113 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: 091180114 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 s13ftable093009.txt FORM 13F HOLDINGS REPORT 09-30-2009 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F Report for the Calendar Year of Quarter Ended: September 30, 2009 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:100 South Fifth Street Suite 2100 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 November 13, 2009 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: 96 Form 13F Information Table Value Total: $1241770 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 346 4684 SH SOLE 4684 ADOBE SYS INC COM COM 00724F101 47691 1443436 SH SOLE 1191836 251600 ADVANCED LIFE SCIENCES HLDGSIN COM 00765H107 286 986368 SH SOLE 888268 98100 ADVANCED MICRO DEVICES INC COM COM 007903107 6501 1148650 SH SOLE 939250 209400 ADVENT SOFTWARE INC. COM 007974108 4014 99725 SH SOLE 90925 8800 AKAMAI TECHNOLOGIES COM COM 00971T101 13877 705150 SH SOLE 581075 124075 ALIGN TECHNOLOGY INC COM COM 016255101 4751 334094 SH SOLE 301694 32400 ALLSTATE CORP COM COM 020002101 314 10250 SH SOLE 10250 AMERIGON INC CL A COM 03070L300 7178 976550 SH SOLE 887450 89100 APPLE INC COM COM 037833100 28531 153933 SH SOLE 127383 26550 ARM HOLDINGS PLC SPONS ADR COM 042068106 38110 5444321 SH SOLE 4546446 897875 ARUBA NETWORKS INC COM COM 043176106 8908 1007675 SH SOLE 909375 98300 AUTODESK INC COM COM 052769106 8962 376550 SH SOLE 309725 66825 BJ SVCS CO COM COM 055482103 8946 460445 SH SOLE 374420 86025 BOTTOMLINE TECHNOLOGIES DELINC COM 101388106 5777 447845 SH SOLE 409745 38100 CABELAS INC COM COM 126804301 19805 1484630 SH SOLE 1241680 242950 CBEYOND INCCOM COM 149847105 3528 218700 SH SOLE 199800 18900 CERADYNE INC CALIF COM 156710105 4808 262275 SH SOLE 240375 21900 CEVA INCCOM COM 157210105 8557 795994 SH SOLE 727094 68900 CHEESECAKE FACTORY INC COM COM 163072101 17417 940417 SH SOLE 875267 65150 CHEVRONTEXACO CORP COM 166764100 352 5000 SH SOLE 5000 CORPORATE EXECUTIVE BOARD CO C COM 21988R102 8764 351962 SH SOLE 297437 54525 DENDREON CORPORATION COM COM 24823Q107 6662 238004 SH SOLE 218689 19315 DREAMWORKS ANIMATION SKG INC C COM 26153C103 28087 789616 SH SOLE 645016 144600 DTS INCCOM COM 23335C101 9365 342031 SH SOLE 310831 31200 E TRADE FINANCIAL CORP COM COM 269246104 2945 1682925 SH SOLE 1377075 305850 EATON CORP COM COM 278058102 32392 572403 SH SOLE 470553 101850 EDWARDS LIFESCIENCES CORP COM COM 28176E108 34953 499975 SH SOLE 411825 88150 EMERSON ELEC CO COM COM 291011104 453 11300 SH SOLE 11300 ENBRIDGE ENERGY PARTNERS LP COM 29250R106 216 4800 SH SOLE 4800 ETHAN ALLEN INTERIORS INC COM COM 297602104 19564 1185712 SH SOLE 999937 185775 EXXON MOBIL CORP COM COM 30231G102 336 4896 SH SOLE 4896 FACTSET RESH SYS INC COM COM 303075105 28467 429757 SH SOLE 352679 77078 GARMIN LTD COM COM G37260109 26300 696875 SH SOLE 585225 111650 GENTEX CORP COM COM 371901109 10090 713050 SH SOLE 589800 123250 GENZYME CORP GENL DIVISION COM COM 372917104 9317 164234 SH SOLE 122482 41752 HARRIS STRATEX NETWORKS INC CO COM 41457P106 15728 2246804 SH SOLE 1917554 329250 HELIX ENERGY SOLUTIONS GROUP I COM 42330P107 545 36355 SH SOLE 36355 HONEYWELL INTERNATIONAL INC CO COM 438516106 695 18711 SH SOLE 18711 IMATION CORP COM COM 45245A107 1173 126545 SH SOLE 122645 3900 IMPERIAL SUGAR CO NEW COM NEW COM 453096208 2212 174421 SH SOLE 153921 20500 INCYTE CORPORATION COM COM 45337C102 2831 419375 SH SOLE 217475 201900 INTUIT COM COM 461202103 46586 1634600 SH SOLE 1354800 279800 INTUITIVE SURGICAL INC COM NEW COM 46120E602 15984 60950 SH SOLE 50550 10400 INVESTMENT TECH GRP COM NEW COM 46145F105 5808 208037 SH SOLE 184437 23600 IRIS INTL INCCOM COM 46270W105 4461 394820 SH SOLE 359720 35100 JANUS CAPITAL GROUP INC COM COM 47102X105 17597 1240970 SH SOLE 1009570 231400 JETBLUE AIRWAYS CORP COM COM 477143101 5729 958100 SH SOLE 778500 179600 LANDSTAR SYS INC COM COM 515098101 18753 492725 SH SOLE 403875 88850 LEAPFROG ENTERPRISES INC CL A COM 52186N106 2392 582100 SH SOLE 530000 52100 LEVEL 3 COMMUNICATIONS INC COM COM 52729N100 1432 1030017 SH SOLE 666917 363100 LIMITED BRANDS COM COM 532716107 19218 1131111 SH SOLE 925411 205700 LINCOLN NATL CORP IND COM COM 534187109 17585 678680 SH SOLE 575028 103652 MERCURY COMPUTER SYS INC COM COM 589378108 2714 275275 SH SOLE 250375 24900 MIDDLEBYCORP COM 596278101 22832 415050 SH SOLE 352625 62425 NAUTILUS INCCOM COM 63910B102 1498 881343 SH SOLE 800643 80700 NOBLE CORP COM COM H5833N103 15431 406502 SH SOLE 325302 81200 NUTRI SYSTEM INC COM COM 67069D108 11619 761420 SH SOLE 648945 112475 OPEN TEXT CORP COM COM 683715106 50615 1355875 SH SOLE 1161675 194200 PACTIV CORP COM COM 695257105 18294 702265 SH SOLE 574865 127400 PALOMAR MED TECH INC NEW COM COM 697529303 4381 270275 SH SOLE 243975 26300 PC-TEL INC COM COM 69325Q105 6495 1039259 SH SOLE 959159 80100 PFIZER INC COM COM 717081103 240 14525 SH SOLE 14525 PHYSICIANS FORMULA HLDGS INCCO COM 719427106 171 61100 SH SOLE 40550 20550 PLANTRONICS INC NEW COM COM 727493108 32924 1228062 SH SOLE 1027312 200750 PLEXUS CORP COM COM 729132100 61214 2323979 SH SOLE 1959879 364100 POLO RALPH LAUREN CORP COM COM 731572103 21420 279565 SH SOLE 239990 39575 PRESSTEK INC COM COM 741113104 760 360368 SH SOLE 327578 32790 ROSETTA STONE INC. COM 777780107 2981 129825 SH SOLE 118000 11825 ROYAL CARIBBEAN CRUISES LTD CO COM V7780T103 20325 844070 SH SOLE 691595 152475 SEAGATE TECHNOLOGY COM COM G7945J104 21805 1433591 SH SOLE 1198641 234950 SELECT COMFORT CORP COM COM 81616X103 14809 3117789 SH SOLE 2737209 380580 SIGMA DESIGNS INC COM 826565103 5277 363200 SH SOLE 331800 31400 SPDR TR UNIT SER 1 COM 78462F103 728 6896 SH SOLE 6896 SPECTRANETICS CORP COM 84760C107 1992 310711 SH SOLE 283050 27661 STAMPS COM INCCOM NEW COM 852857200 6314 682582 SH SOLE 623682 58900 STRATASYS INC COM 862685104 6069 353659 SH SOLE 323559 30100 SUN MICROSYSTEMS INC COM COM 866810203 372 40918 SH SOLE 31843 9075 SURMODICS INC COM COM 868873100 4896 199027 SH SOLE 179027 20000 SYBASE INC COM COM 871130100 56515 1452818 SH SOLE 1196918 255900 SYNAPTICS INCCOM COM 87157D109 12180 483347 SH SOLE 441547 41800 TELVENT GIT, S.A. COM E90215109 417 14400 SH SOLE 12875 1525 TEXAS INSTRUMENTS INC COM COM 882508104 2228 94050 SH SOLE 94050 TJX COS INC NEW COM COM 872540109 48049 1293365 SH SOLE 1035365 258000 TRIMBLE NAVIGATION LTD COM COM 896239100 36870 1542012 SH SOLE 1313162 228850 TW TELECOM, INC. COM 87311L104 29308 2179061 SH SOLE 1903961 275100 ULTIMATE SOFTWARE GROUP INC COM 90385D107 3759 130900 SH SOLE 119600 11300 VALUEVISION MEDIA INCCOM SHS COM 92047K107 681 205756 SH SOLE 205756 VARIAN MEDICAL SYSTEMS INC COM COM 92220P105 15628 370950 SH SOLE 305325 65625 VASCO DATA SEC INTL INC COM COM 92230Y104 3400 458256 SH SOLE 415456 42800 VIASAT INC COM COM 92552V100 4566 171800 SH SOLE 156050 15750 VIROPHARMA INC COM COM 928241108 10599 1101735 SH SOLE 1048135 53600 XTO ENERGY INC COM COM 98385X106 11335 274317 SH SOLE 223615 50702 YAHOO! INC COM COM 984332106 34395 1931225 SH SOLE 1634625 296600 ISHARES MSCI JAPAN INDEX FD 464286848 302 30350.0000SH SOLE 30350.0000 VANGUARD MNY MKT RESVS PRIME P 62 61762.3500SH SOLE 61762.3500
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