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Institutional Investment Manager
DISCIPLINED GROWTH INVESTORS INC /MN
DISCIPLINED GROWTH INVESTORS INC /MN (CIK: 0001050442) incorporated in Minnesota, located at 150 S 5th St, Minneapolis, MN. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Portfolio Summary: 105 holdings with a total value of $3,829,916,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 BRADY CORP 685,615 20,479,000 0.53%
52 STAMPS COM INC COM NEW 596,995 20,113,000 0.53%
53 STRATASYS LTD 149,759 17,017,000 0.44%
54 ARUBA NETWORKS INC 833,950 14,611,000 0.38%
55 LL FLOORING HOLDINGS INC COM 171,561 13,030,000 0.34%
56 MEDIDATA SOLUTIONS INC 292,795 12,535,000 0.33%
57 BOTTOMLINE TECH DEL INC COM 418,795 12,530,000 0.33%
58 TREX CO INC COM 394,417 11,367,000 0.30%
59 NAUTILUS INC 985,752 10,932,000 0.29%
60 IROBOT CORP 263,350 10,784,000 0.28%
61 CEVA Inc 649,021 9,586,000 0.25%
62 COSTAR GROUP 57,774 9,138,000 0.24%
63 ULTIMATE SOFTWARE GROUP INCORPORATED 65,624 9,067,000 0.24%
64 APPLE INC 96,024 8,924,000 0.23%
65 COMSCORE INC 202,675 7,191,000 0.19%
66 ISHARES TR 80,125 7,176,000 0.19%
67 PC-TEL INC 883,982 7,151,000 0.19%
68 SUPER MICRO COMPUTER INC COM 256,775 6,489,000 0.17%
69 CYNOSURE CL A ORD 302,822 6,435,000 0.17%
70 SPECTRANETICS CORP 260,511 5,960,000 0.16%
71 Advent Software Inc. 169,900 5,534,000 0.14%
72 Dycom Industries Inc 289,509 5,330,000 0.14%
73 DESTINATION MATERNITY CORP 221,150 5,036,000 0.13%
74 RALLY SOFTWARE DEV CORP 432,475 4,710,000 0.12%
75 CAPELLA EDUCATION 82,825 4,505,000 0.12%
76 VASCO DATA SEC INTL INC 372,006 4,315,000 0.11%
77 PANHANDLE OIL AND GAS INC 76,206 4,270,000 0.11%
78 SURMODICS INC COM 188,827 4,045,000 0.11%
79 LEAPFROG ENTERPRISES INC 530,650 3,900,000 0.10%
80 CBEYOND INC 323,600 3,220,000 0.08%
81 KEY TECHNOLOGY INC 243,127 2,995,000 0.08%
82 INVESTMENT TECHNOLOGY GRP NEW 170,345 2,875,000 0.08%
83 MERCURY SYS INC COM 233,475 2,648,000 0.07%
84 NUVASIVE INC 69,225 2,462,000 0.06%
85 LIQUIDITY SERVICES INC 149,450 2,355,000 0.06%
86 INTELIQUENT ORD 151,325 2,099,000 0.05%
87 ROSETTA STONE INC COM 121,600 1,182,000 0.03%
88 EMERSON ELEC CO 10,350 687,000 0.02%
89 CBS CORP NEW 8,264 514,000 0.01%
90 MASTERCARD INCORPORATED 6,900 507,000 0.01%
91 CONVERGYS CORPORATION 23,125 496,000 0.01%
92 VMWARE INC 4,945 479,000 0.01%
93 AMGEN INC 4,045 479,000 0.01%
94 DRIL-QUIP INC 4,381 479,000 0.01%
95 BANK AMER CORP 30,565 470,000 0.01%
96 EXXON MOBIL CORP 4,630 466,000 0.01%
97 CHECK POINT SOFTWARE TECH LT 6,460 433,000 0.01%
98 CHEVRON CORP NEW 3,250 424,000 0.01%
99 INFORMATICA CORP 11,700 417,000 0.01%
100 CITIGROUPINC 8,625 406,000 0.01%
Page 2 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Restatement filing (0001050442-14-000007, filed 2014.08.21).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.