Disciplined Growth Investors as of Sept. 30, 2012
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 95 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Edwards Lifesciences (EW) | 4.8 | $119M | 1.1M | 107.37 | |
| TJX Companies (TJX) | 4.7 | $117M | 2.6M | 44.79 | |
| Select Comfort | 4.6 | $113M | 3.6M | 31.53 | |
| Intuit (INTU) | 4.5 | $111M | 1.9M | 58.88 | |
| Cabela's Incorporated | 3.9 | $97M | 1.8M | 54.68 | |
| Trimble Navigation (TRMB) | 3.6 | $88M | 1.9M | 47.66 | |
| Open Text Corp (OTEX) | 3.6 | $88M | 1.6M | 55.14 | |
| Plexus (PLXS) | 3.5 | $87M | 2.9M | 30.29 | |
| Seagate Technology Com Stk | 3.0 | $73M | 2.4M | 30.96 | |
| Middleby Corporation (MIDD) | 2.9 | $72M | 619k | 115.64 | |
| Eaton Corporation | 2.8 | $70M | 1.5M | 47.27 | |
| Limited Brands | 2.8 | $70M | 1.4M | 49.26 | |
| tw tele | 2.6 | $65M | 2.5M | 26.09 | |
| Plantronics | 2.2 | $55M | 1.6M | 35.33 | |
| ARM Holdings | 2.2 | $55M | 2.0M | 27.98 | |
| Autodesk (ADSK) | 2.2 | $54M | 1.6M | 33.35 | |
| Ralph Lauren Corp (RL) | 2.2 | $54M | 357k | 151.23 | |
| FactSet Research Systems (FDS) | 2.2 | $54M | 555k | 96.42 | |
| Akamai Technologies (AKAM) | 2.1 | $52M | 1.4M | 38.26 | |
| Garmin (GRMN) | 1.9 | $46M | 1.1M | 41.74 | |
| Ethan Allen Interiors (ETD) | 1.8 | $45M | 2.0M | 21.92 | |
| Corporate Executive Board Company | 1.6 | $41M | 756k | 53.63 | |
| Landstar System (LSTR) | 1.6 | $40M | 851k | 47.28 | |
| Varian Medical Systems | 1.6 | $40M | 656k | 60.32 | |
| Yahoo! | 1.6 | $39M | 2.5M | 15.97 | |
| Noble Corporation Com Stk | 1.6 | $38M | 1.1M | 35.78 | |
| Intuitive Surgical (ISRG) | 1.5 | $38M | 76k | 495.63 | |
| Cheesecake Factory Incorporated (CAKE) | 1.5 | $38M | 1.1M | 35.75 | |
| Apple (AAPL) | 1.4 | $34M | 51k | 667.10 | |
| Royal Caribbean Cruises (RCL) | 1.4 | $34M | 1.1M | 30.21 | |
| Gentex Corporation (GNTX) | 1.3 | $32M | 1.9M | 16.99 | |
| Microchip Technology (MCHP) | 1.1 | $28M | 841k | 32.74 | |
| Janus Capital | 0.9 | $23M | 2.4M | 9.44 | |
| DreamWorks Animation SKG | 0.9 | $22M | 1.1M | 19.23 | |
| ViroPharma Incorporated | 0.9 | $22M | 716k | 30.19 | |
| Ultra Petroleum | 0.8 | $21M | 950k | 21.98 | |
| Dolby Laboratories (DLB) | 0.8 | $21M | 637k | 32.75 | |
| ViaSat (VSAT) | 0.8 | $20M | 528k | 37.38 | |
| Paychex (PAYX) | 0.8 | $19M | 576k | 33.29 | |
| TCF Financial Corporation | 0.8 | $19M | 1.6M | 11.94 | |
| Stamps | 0.7 | $17M | 751k | 23.14 | |
| Brady Corporation (BRC) | 0.6 | $16M | 539k | 29.28 | |
| Aruba Networks | 0.6 | $15M | 662k | 22.49 | |
| Align Technology (ALGN) | 0.5 | $13M | 359k | 36.97 | |
| Gentherm (THRM) | 0.5 | $13M | 1.1M | 12.44 | |
| Stratasys | 0.5 | $13M | 236k | 54.40 | |
| Synaptics, Incorporated (SYNA) | 0.5 | $13M | 524k | 24.02 | |
| Bottomline Technologies | 0.5 | $13M | 514k | 24.69 | |
| Lumber Liquidators Holdings (LL) | 0.5 | $12M | 228k | 50.68 | |
| Ceva (CEVA) | 0.5 | $12M | 806k | 14.38 | |
| E TRADE Financial Corporation | 0.5 | $11M | 1.3M | 8.80 | |
| Medidata Solutions | 0.4 | $11M | 252k | 41.50 | |
| Advanced Micro Devices (AMD) | 0.4 | $10M | 3.0M | 3.37 | |
| Gra (GGG) | 0.3 | $8.7M | 172k | 50.28 | |
| Ultimate Software | 0.3 | $8.5M | 83k | 102.10 | |
| DTS | 0.3 | $8.4M | 360k | 23.30 | |
| JetBlue Airways Corporation (JBLU) | 0.3 | $8.1M | 1.7M | 4.79 | |
| Trex Company (TREX) | 0.3 | $8.2M | 239k | 34.12 | |
| Pctel | 0.3 | $7.6M | 1.1M | 7.05 | |
| Ceradyne | 0.3 | $6.7M | 275k | 24.43 | |
| CoStar (CSGP) | 0.3 | $6.3M | 78k | 81.54 | |
| NutriSystem | 0.3 | $6.5M | 617k | 10.53 | |
| Aviat Networks | 0.2 | $5.9M | 2.5M | 2.38 | |
| LeapFrog Enterprises | 0.2 | $5.7M | 629k | 9.02 | |
| Advent Software | 0.2 | $5.2M | 212k | 24.57 | |
| Acme Packet | 0.2 | $5.3M | 310k | 17.10 | |
| MIPS Technologies | 0.2 | $4.9M | 660k | 7.39 | |
| Spectranetics Corporation | 0.2 | $4.8M | 329k | 14.75 | |
| SurModics (SRDX) | 0.2 | $4.5M | 224k | 20.22 | |
| iRobot Corporation (IRBT) | 0.2 | $4.5M | 196k | 22.76 | |
| VASCO Data Security International | 0.2 | $4.3M | 454k | 9.38 | |
| IRIS International | 0.2 | $4.3M | 219k | 19.52 | |
| Cbeyond | 0.2 | $4.1M | 412k | 9.84 | |
| Super Micro Computer (SMCI) | 0.1 | $3.7M | 308k | 12.03 | |
| Comscore | 0.1 | $3.8M | 249k | 15.25 | |
| Capella Education Company | 0.1 | $3.6M | 102k | 35.06 | |
| Mercury Computer Systems (MRCY) | 0.1 | $3.0M | 287k | 10.62 | |
| Key Technology | 0.1 | $2.9M | 297k | 9.68 | |
| Nautilus (BFXXQ) | 0.1 | $2.3M | 878k | 2.62 | |
| Palomar Medical Technologies | 0.1 | $2.2M | 236k | 9.43 | |
| Investment Technology | 0.1 | $2.0M | 229k | 8.70 | |
| NuVasive | 0.1 | $2.1M | 91k | 22.91 | |
| Rosetta Stone | 0.1 | $1.9M | 146k | 12.75 | |
| Neutral Tandem | 0.1 | $1.7M | 178k | 9.39 | |
| Dendreon Corporation | 0.1 | $1.2M | 257k | 4.81 | |
| Incyte Corporation (INCY) | 0.0 | $1.0M | 56k | 18.04 | |
| Target Corporation (TGT) | 0.0 | $819k | 13k | 63.49 | |
| Emerson Electric (EMR) | 0.0 | $509k | 11k | 48.25 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $329k | 3.6k | 91.39 | |
| Chevron Corporation (CVX) | 0.0 | $227k | 2.0k | 116.41 | |
| Verizon Communications (VZ) | 0.0 | $319k | 7.0k | 45.57 | |
| Simon Property (SPG) | 0.0 | $304k | 2.0k | 152.00 | |
| Vanguard 500 Index - Adm (VFIAX) | 0.0 | $213k | 1.6k | 132.68 | |
| Imation | 0.0 | $61k | 11k | 5.61 | |
| Vanguard Mmk Prime | 0.0 | $68k | 68k | 0.99 |
