DISCIPLINED GROWTH INVESTORS INC /MN Information

150 S 5TH ST, MINNEAPOLIS, Minnesota, 55402, (612) 317-4100

Report Date: 09/30/2014

Position Statistics

Total Positions 107
New Positions 2
Increased Positions 42
Decreased Positions 60
Positions with Activity 102
Sold Out Positions 13
Total Mkt Value (in $ millions) 4,244

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.39%
Capital Goods 5.02%
Conglomerates 0.1%
Consumer Cyclical 10.21%
Consumer/Non-Cyclical 0%
Energy 2.53%
Financial 2.62%
Healthcare 10.76%
Services 24.22%
Technology 40.8%
Transportation 3.27%
Utilities

107 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
OPEN TEXT CORP COM 187,693 -446 (0.24) 3,282,490
INTUIT COM 178,526 -366 (0.21) 1,926,474
EDWARDS LIFESCIENCES CORP COM 177,031 1,240 .71 1,388,261
TJX COS INC NEW COM 175,854 2,525 1.46 2,768,911
SEAGATE TECHNOLOGY PLC SHS 172,552 1,776 1.04 2,613,232
MIDDLEBY CORP COM 169,841 1,659 .99 1,812,798
L BRANDS INC COM 137,657 -3,913 (2.76) 1,721,361
YAHOO INC COM 129,742 -972 (0.74) 2,503,217
PLEXUS CORP COM 129,016 2,922 2.32 3,240,799
AUTODESK INC COM 121,113 4,055 3.46 1,976,385
TRIMBLE NAVIGATION LTD COM 109,955 3,871 3.65 3,903,266
AKAMAI TECHNOLOGIES INC COM 109,276 3,026 2.85 1,703,443
CABELAS INC COM 105,068 -352 (0.33) 1,955,844
SELECT COMFORT CORP COM 101,341 75 .07 3,792,704
FACTSET RESH SYS INC COM 91,508 478 .53 665,128
PLANTRONICS INC NEW COM 91,452 2,448 2.75 1,760,719
ROYAL CARIBBEAN CRUISES LTD COM 89,230 102 .11 1,251,827
INTUITIVE SURGICAL INC COM NEW 87,613 2,380 2.79 168,056
GENTEX CORP COM 81,318 251 .31 2,286,784
LANDSTAR SYS INC COM 80,349 357 .45 1,018,621


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