Disciplined Growth Investors as of Dec. 31, 2013
Portfolio Holdings for Disciplined Growth Investors
Disciplined Growth Investors holds 87 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TJX Companies (TJX) | 4.5 | $173M | 2.7M | 63.73 | |
| Open Text Corp (OTEX) | 4.2 | $163M | 1.8M | 91.96 | |
| Intuit (INTU) | 4.0 | $156M | 2.0M | 76.32 | |
| Middleby Corporation (MIDD) | 4.0 | $156M | 649k | 239.72 | |
| Seagate Technology Com Stk | 3.8 | $147M | 2.6M | 56.16 | |
| Trimble Navigation (TRMB) | 3.7 | $143M | 4.1M | 34.70 | |
| Plexus (PLXS) | 3.7 | $142M | 3.3M | 43.29 | |
| Cabela's Incorporated | 3.4 | $132M | 2.0M | 66.66 | |
| Eaton (ETN) | 3.2 | $124M | 1.6M | 76.12 | |
| L Brands | 2.8 | $107M | 1.7M | 61.85 | |
| Yahoo! | 2.6 | $99M | 2.5M | 40.44 | |
| Autodesk (ADSK) | 2.5 | $98M | 1.9M | 50.32 | |
| Edwards Lifesciences (EW) | 2.4 | $91M | 1.4M | 65.76 | |
| Select Comfort | 2.2 | $84M | 4.0M | 21.09 | |
| Plantronics | 2.1 | $83M | 1.8M | 46.45 | |
| Akamai Technologies (AKAM) | 2.1 | $79M | 1.7M | 47.18 | |
| tw tele | 2.0 | $77M | 2.5M | 30.47 | |
| Ralph Lauren Corp (RL) | 1.9 | $74M | 420k | 176.57 | |
| Ethan Allen Interiors (ETD) | 1.9 | $74M | 2.4M | 30.42 | |
| FactSet Research Systems (FDS) | 1.9 | $73M | 672k | 108.58 | |
| Gentex Corporation (GNTX) | 1.9 | $73M | 2.2M | 32.98 | |
| Align Technology (ALGN) | 1.8 | $69M | 1.2M | 57.14 | |
| Corporate Executive Board Company | 1.7 | $66M | 846k | 77.43 | |
| Intuitive Surgical (ISRG) | 1.6 | $63M | 164k | 384.08 | |
| Varian Medical Systems | 1.6 | $63M | 807k | 77.69 | |
| Royal Caribbean Cruises (RCL) | 1.6 | $62M | 1.3M | 47.42 | |
| Garmin (GRMN) | 1.6 | $61M | 1.3M | 46.19 | |
| Landstar System (LSTR) | 1.6 | $60M | 1.0M | 57.45 | |
| Cheesecake Factory Incorporated (CAKE) | 1.4 | $53M | 1.1M | 48.27 | |
| ARM Holdings | 1.4 | $53M | 963k | 54.73 | |
| Noble Corp Plc equity | 1.3 | $50M | 1.3M | 37.47 | |
| DreamWorks Animation SKG | 1.2 | $47M | 1.3M | 35.50 | |
| Microchip Technology (MCHP) | 1.2 | $45M | 1.0M | 44.75 | |
| Gra (GGG) | 1.0 | $38M | 490k | 78.12 | |
| D Tumi Holdings | 1.0 | $38M | 1.7M | 22.55 | |
| JetBlue Airways Corporation (JBLU) | 1.0 | $37M | 4.3M | 8.54 | |
| ViaSat (VSAT) | 0.9 | $36M | 570k | 62.65 | |
| Janus Capital | 0.9 | $35M | 2.8M | 12.37 | |
| E TRADE Financial Corporation | 0.8 | $32M | 1.6M | 19.64 | |
| Paychex (PAYX) | 0.8 | $30M | 665k | 45.53 | |
| TCF Financial Corporation | 0.8 | $30M | 1.9M | 16.25 | |
| Stamps | 0.8 | $30M | 710k | 42.10 | |
| Dolby Laboratories (DLB) | 0.8 | $30M | 764k | 38.56 | |
| Ihs | 0.8 | $30M | 246k | 119.70 | |
| Gentherm (THRM) | 0.7 | $27M | 997k | 26.81 | |
| Ultra Petroleum | 0.7 | $26M | 1.2M | 21.65 | |
| Synaptics, Incorporated (SYNA) | 0.7 | $26M | 505k | 51.81 | |
| Stratasys (SSYS) | 0.6 | $24M | 176k | 134.70 | |
| Lumber Liquidators Holdings (LLFLQ) | 0.6 | $23M | 221k | 102.89 | |
| Brady Corporation (BRC) | 0.6 | $21M | 684k | 30.93 | |
| Medidata Solutions | 0.5 | $21M | 345k | 60.50 | |
| Apple (AAPL) | 0.5 | $19M | 34k | 561.01 | |
| Trex Company (TREX) | 0.5 | $18M | 230k | 79.53 | |
| Bottomline Technologies | 0.5 | $18M | 495k | 36.16 | |
| Aruba Networks | 0.5 | $18M | 1.0M | 17.90 | |
| ViroPharma Incorporated | 0.5 | $18M | 351k | 49.85 | |
| Myriad Genetics (MYGN) | 0.5 | $17M | 828k | 20.98 | |
| CoStar (CSGP) | 0.3 | $13M | 72k | 184.58 | |
| Ultimate Software | 0.3 | $12M | 80k | 153.22 | |
| Ceva (CEVA) | 0.3 | $12M | 781k | 15.22 | |
| iRobot Corporation (IRBT) | 0.3 | $11M | 319k | 34.77 | |
| Nautilus (BFXXQ) | 0.3 | $10M | 1.2M | 8.43 | |
| Pctel | 0.2 | $9.7M | 1.0M | 9.57 | |
| DTS | 0.2 | $8.1M | 339k | 23.91 | |
| Spectranetics Corporation | 0.2 | $7.7M | 308k | 25.00 | |
| Advent Software | 0.2 | $7.1M | 203k | 34.95 | |
| Comscore | 0.2 | $6.9M | 242k | 28.61 | |
| Capella Education Company | 0.2 | $6.5M | 98k | 66.44 | |
| SurModics (SRDX) | 0.1 | $5.5M | 225k | 24.39 | |
| Super Micro Computer (SMCI) | 0.1 | $5.1M | 300k | 17.16 | |
| LeapFrog Enterprises | 0.1 | $4.9M | 623k | 7.94 | |
| Investment Technology | 0.1 | $4.3M | 210k | 20.56 | |
| NutriSystem | 0.1 | $4.2M | 254k | 16.44 | |
| Aviat Networks | 0.1 | $4.2M | 1.9M | 2.26 | |
| Key Technology | 0.1 | $4.0M | 277k | 14.33 | |
| VASCO Data Security International | 0.1 | $3.5M | 450k | 7.73 | |
| Mercury Computer Systems (MRCY) | 0.1 | $3.0M | 272k | 10.95 | |
| Cbeyond | 0.1 | $2.8M | 411k | 6.89 | |
| NuVasive | 0.1 | $2.7M | 85k | 32.33 | |
| Liquidity Services (LQDT) | 0.1 | $2.7M | 119k | 22.66 | |
| Incyte Corporation (INCY) | 0.1 | $1.8M | 35k | 50.63 | |
| Rosetta Stone | 0.1 | $1.7M | 143k | 12.22 | |
| Inteliquent | 0.1 | $2.0M | 174k | 11.41 | |
| Cynosure | 0.0 | $1.7M | 63k | 26.63 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $1.5M | 18k | 84.38 | |
| Emerson Electric (EMR) | 0.0 | $738k | 11k | 70.22 | |
| Chevron Corporation (CVX) | 0.0 | $406k | 3.3k | 124.92 |
