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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 (2014Q3)
Portfolio Summary: 94 holdings with a total value of $3,894,927,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 ULTRA PETROLEUM CORP 1,254,166 29,172,000 0.75%
52 STAMPS COM INC COM NEW 593,770 18,858,000 0.48%
53 STRATASYS LTD 148,534 17,940,000 0.46%
54 ARUBA NETWORKS INC 827,450 17,856,000 0.46%
55 BRADY CORP 705,115 15,823,000 0.41%
56 LL FLOORING HOLDINGS INC COM 259,361 14,882,000 0.38%
57 TREX CO INC COM 391,742 13,543,000 0.35%
58 MEDIDATA SOLUTIONS INC 290,195 12,853,000 0.33%
59 NAUTILUS INC 967,327 11,579,000 0.30%
60 BOTTOMLINE TECH DEL INC COM 416,695 11,497,000 0.30%
61 ULTIMATE SOFTWARE GROUP INCORPORATED 64,974 9,194,000 0.24%
62 COSTAR GROUP 57,174 8,893,000 0.23%
63 CEVA Inc 646,321 8,687,000 0.22%
64 IROBOT CORP 261,950 7,976,000 0.20%
65 SUPER MICRO COMPUTER INC COM 254,400 7,484,000 0.19%
66 COMSCORE INC 200,525 7,301,000 0.19%
67 Dycom Industries Inc 287,509 7,260,000 0.19%
68 PANHANDLE OIL AND GAS INC 121,106 7,230,000 0.19%
69 VASCO DATA SEC INTL INC 368,506 6,921,000 0.18%
70 SPECTRANETICS CORP 259,386 6,892,000 0.18%
71 PC-TEL INC 877,582 6,661,000 0.17%
72 CYNOSURE CL A ORD 306,342 6,433,000 0.17%
73 APPLE INC 63,118 6,359,000 0.16%
74 ISHARES TR 61,800 5,460,000 0.14%
75 Advent Software Inc. 169,575 5,352,000 0.14%
76 CAPELLA EDUCATION 82,475 5,163,000 0.13%
77 RALLY SOFTWARE DEV CORP 429,175 5,154,000 0.13%
78 Paragon Offshore PLC 599,789 3,689,000 0.09%
79 SURMODICS INC COM 187,727 3,409,000 0.09%
80 DESTINATION MATERNITY CORP 220,475 3,404,000 0.09%
81 KEY TECHNOLOGY INC 241,227 3,194,000 0.08%
82 LEAPFROG ENTERPRISES INC 529,875 3,174,000 0.08%
83 INVESTMENT TECHNOLOGY GRP NEW 169,695 2,674,000 0.07%
84 MERCURY SYS INC COM 231,800 2,552,000 0.07%
85 NUVASIVE INC 68,350 2,383,000 0.06%
86 LIQUIDITY SERVICES INC 148,125 2,037,000 0.05%
87 INTELIQUENT ORD 150,425 1,873,000 0.05%
88 ROSETTA STONE INC COM 120,650 971,000 0.02%
89 EMERSON ELEC CO 10,350 648,000 0.02%
90 CONVERGYS CORPORATION 23,125 412,000 0.01%
91 INFORMATICA CORP 11,700 401,000 0.01%
92 DRIL-QUIP INC 4,381 392,000 0.01%
93 CHEVRON CORP NEW 3,250 388,000 0.01%
94 BLACK DIAMOND INC 38,417 290,000 0.01%
Page 2 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001050442-14-000010, filed 2014.11.12).

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.