0001050442-23-000014.txt : 20231115 0001050442-23-000014.hdr.sgml : 20231115 20231114181654 ACCESSION NUMBER: 0001050442-23-000014 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231115 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231115 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: 231408368 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 09-30-2023 09-30-2023 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 11-14-2023 0 65 4202796319 false INFORMATION TABLE 2 inftable.xml FORM 13F HOLDINGS REPORT 9-30-23 AKAMAI TECHNOLOGIES COM CS 00971T101 148635232 1395112 SH SOLE 1138834 0 256278 ALARM COM HLDGS INC COM CS 011642105 106147110 1736132 SH SOLE 1476093 0 260039 ALIGN TECHNOLOGY INC CS 016255101 137099366 449035 SH SOLE 391777 0 57258 APPLE INC COM CS 037833100 360568 2106 SH SOLE 2106 0 0 ARISTA NETWORKS INC COM CS 040413106 118265151 642990 SH SOLE 531863 0 111127 AUTODESK INC COM CS 052769106 77206397 373140 SH SOLE 308413 0 64727 CARA THERAPEUTICS INC COM CS 140755109 2977627 1772397 SH SOLE 1772397 0 0 CEVA INC COM CS 157210105 8904392 459226 SH SOLE 459226 0 0 CHEVRON CORP NEW COM CS 166764100 218363 1295 SH SOLE 1295 0 0 COGNEX CORP COM CS 192422103 82635815 1947121 SH SOLE 1597679 0 349442 COHERUS BIOSCIENCES INC COM CS 19249H103 4426761 1183626 SH SOLE 1183626 0 0 CORE LABORATORIES INC CS 21867A105 17728600 738384 SH SOLE 692000 0 46384 COTERRA ENERGY INC COM CS 127097103 132157779 4885685 SH SOLE 4062562 0 823123 DOLBY LABORATORIES INC COM CL CS 25659T107 109764875 1384871 SH SOLE 1153909 0 230962 DULUTH HLDGS INC COM CL B CS 26443V101 8887600 1478802 SH SOLE 1478802 0 0 EGAIN CORP COM NEW CS 28225C806 6482009 1057424 SH SOLE 1057424 0 0 EVERBRIDGE INC COM CS 29978A104 2646636 118048 SH SOLE 118048 0 0 FLOOR & DECOR HLDGS INC CL A CS 339750101 63248549 698879 SH SOLE 581389 0 117490 FLOTEK INDS INC DEL COM CS 343389409 547763 123649 SH SOLE 123649 0 0 GARMIN LTD SHS CS H2906T109 142927666 1358628 SH SOLE 1173944 0 184684 GENERAC HLDGS INC COM CS 368736104 33525031 307682 SH SOLE 256041 0 51641 GENTEX CORP COM CS 371901109 134716902 4140040 SH SOLE 3362379 0 777661 GENTHERM INC COM CS 37253A103 59233851 1091667 SH SOLE 1015232 0 76435 GEOSPACE TECHNOLOGIES CORP COM CS 37364X109 19392444 1497486 SH SOLE 1497486 0 0 GRACO INC COM CS 384109104 31942211 438285 SH SOLE 360827 0 77458 INTERDIGITAL INC COM CS 45867G101 54340614 677226 SH SOLE 585862 0 91364 INTUIT COM CS 461202103 134010876 262283 SH SOLE 226998 0 35285 INTUITIVE SURGICAL INC CS 46120E602 79051292 270455 SH SOLE 222480 0 47975 IPG PHOTONICS CORP COM CS 44980X109 43002292 423501 SH SOLE 344828 0 78673 IROBOT CORP COM CS 462726100 12799171 337709 SH SOLE 337709 0 0 KORNIT DIGITAL LTD SHS CS M6372Q113 6250511 330540 SH SOLE 330540 0 0 LANDSTAR SYS INC COM CS 515098101 58810786 332377 SH SOLE 276084 0 56293 LGI HOMES INC COM CS 50187T106 50402330 506607 SH SOLE 433508 0 73099 MICROCHIP TECHNOLOGY INC. COM CS 595017104 136363340 1747128 SH SOLE 1436196 0 310932 MICROSOFT CORP COM CS 594918104 310066 982 SH SOLE 982 0 0 MILLERKNOLL INC COM CS 600544100 7620209 311665 SH SOLE 311665 0 0 MIMEDX GROUP INC COM CS 602496101 2335009 320303 SH SOLE 320303 0 0 MSC INDL DIRECT INC CL A COM CS 553530106 26145001 266378 SH SOLE 222685 0 43693 MYRIAD GENETICS INC COM CS 62855J104 31651924 1973312 SH SOLE 1744446 0 228866 OPEN TEXT CORP COM CS 683715106 17232556 490956 SH SOLE 490956 0 0 PAYCHEX INC COM CS 704326107 18153288 157403 SH SOLE 123550 0 33853 PLEXUS CORP COM CS 729132100 190074644 2044253 SH SOLE 1738585 0 305668 POWER INTEGRATIONS INC COM CS 739276103 158040223 2071029 SH SOLE 1779150 0 291879 PROS HOLDINGS INC COM CS 74346Y103 17787444 513791 SH SOLE 513791 0 0 PROTO LABS INC COM CS 743713109 46580081 1764397 SH SOLE 1527657 0 236740 PURE STORAGE INC CL A CS 74624M102 203485840 5712685 SH SOLE 4924905 0 787780 ROYAL CARIBBEAN GROUP CS V7780T103 65881114 715011 SH SOLE 615257 0 99754 SEMTECH CORP COM CS 816850101 13196901 512501 SH SOLE 392094 0 120407 SLEEP NUMBER CORPORATION CS 83125X103 46828852 1904386 SH SOLE 1731803 0 172583 SNAP ON INC COM CS 833034101 90567725 355084 SH SOLE 293248 0 61836 SOUTHWESTERN ENERGY CO COM CS 845467109 189734522 29416205 SH SOLE 26202866 0 3213339 SPS COMM INC COM CS 78463M107 32534645 190696 SH SOLE 190696 0 0 STITCH FIX INC COM CL A CS 860897107 21418176 6208167 SH SOLE 5971207 0 236960 STONERIDGE INC COM CS 86183P102 4438601 221156 SH SOLE 221156 0 0 STRATEGIC ED INC COM CS 86272C103 35981239 478156 SH SOLE 419147 0 59009 SUPER MICRO COMPUTER INC COM CS 86800U104 776387843 2831259 SH SOLE 2617316 0 213943 SURMODICS INC COM CS 868873100 19116109 595703 SH SOLE 595703 0 0 TAKE-TWO INTERACTIVE SOFTWARE CS 874054109 15731823 112058 SH SOLE 91840 0 20218 TREX CO INC COM CS 89531P105 26228495 425580 SH SOLE 425580 0 0 UNDER ARMOUR INC CL A CS 904311107 35323142 5156663 SH SOLE 4196457 0 960206 VALERO ENERGY CORP COM CS 91913Y100 212565 1500 SH SOLE 1500 0 0 VIASAT INC COM CS 92552V100 56379757 3054158 SH SOLE 2661093 0 393065 VIZIO HLDG CORP CL A COM CS 92858V101 11283410 2085658 SH SOLE 2085658 0 0 ZUMIEZ INC COM CS 989817101 3182480 178791 SH SOLE 178791 0 0 MIX TELEMATICS LTD SPONSORED A CS 60688N102 13842725 2507740 SH SOLE 2507740 0 0