Disciplined Growth Investors

Disciplined Growth Investors as of Dec. 31, 2014

Portfolio Holdings for Disciplined Growth Investors

Disciplined Growth Investors holds 92 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
TJX Companies (TJX) 4.3 $183M 2.7M 68.58
Open Text Corp (OTEX) 4.3 $182M 3.1M 58.26
Middleby Corporation (MIDD) 4.2 $176M 1.8M 99.10
Edwards Lifesciences (EW) 4.1 $173M 1.4M 127.38
Seagate Technology Com Stk 4.0 $170M 2.6M 66.50
Intuit (INTU) 3.9 $166M 1.8M 92.19
L Brands 3.5 $146M 1.7M 86.55
Plexus (PLXS) 3.1 $132M 3.2M 41.21
Yahoo! 2.9 $123M 2.4M 50.51
Autodesk (ADSK) 2.8 $117M 1.9M 60.06
Akamai Technologies (AKAM) 2.5 $106M 1.7M 62.96
Royal Caribbean Cruises (RCL) 2.4 $102M 1.2M 82.43
Cabela's Incorporated 2.4 $102M 1.9M 52.71
Trimble Navigation (TRMB) 2.4 $101M 3.8M 26.54
Select Comfort 2.4 $99M 3.7M 27.03
FactSet Research Systems (FDS) 2.2 $94M 667k 140.75
Plantronics 2.2 $91M 1.7M 53.02
Intuitive Surgical (ISRG) 2.1 $88M 166k 528.94
Gentex Corporation (GNTX) 1.9 $82M 2.3M 36.13
Ralph Lauren Corp (RL) 1.9 $78M 422k 185.16
Ethan Allen Interiors (ETD) 1.7 $73M 2.3M 30.97
Landstar System (LSTR) 1.7 $72M 987k 72.53
JetBlue Airways Corporation (JBLU) 1.6 $69M 4.4M 15.86
Varian Medical Systems 1.6 $69M 794k 86.51
Garmin (GRMN) 1.6 $69M 1.3M 52.83
Eaton (ETN) 1.6 $67M 992k 67.96
Align Technology (ALGN) 1.5 $65M 1.2M 55.91
Corporate Executive Board Company 1.5 $63M 864k 72.53
Synaptics, Incorporated (SYNA) 1.4 $60M 875k 68.84
Cheesecake Factory Incorporated (CAKE) 1.2 $53M 1.0M 50.31
Microchip Technology (MCHP) 1.1 $45M 995k 45.11
Qlik Technologies 1.1 $44M 1.4M 30.89
RealPage 1.0 $43M 2.0M 21.96
Aruba Networks 1.0 $42M 2.3M 18.18
ARM Holdings 1.0 $42M 903k 46.30
E TRADE Financial Corporation 1.0 $41M 1.7M 24.25
D Tumi Holdings 0.9 $40M 1.7M 23.73
Gra (GGG) 0.9 $40M 492k 80.18
ViaSat (VSAT) 0.9 $37M 592k 63.03
Janus Capital 0.8 $34M 2.1M 16.13
Dolby Laboratories (DLB) 0.8 $33M 765k 43.12
Urban Outfitters (URBN) 0.8 $32M 923k 35.13
Noble Corp Plc equity 0.8 $32M 1.9M 16.57
Paychex (PAYX) 0.7 $31M 679k 46.17
Teradata Corporation (TDC) 0.7 $31M 707k 43.68
TCF Financial Corporation 0.7 $30M 1.9M 15.89
DreamWorks Animation SKG 0.7 $31M 1.4M 22.33
Myriad Genetics (MYGN) 0.7 $29M 861k 34.06
Ihs 0.7 $28M 246k 113.88
Gentherm (THRM) 0.7 $28M 768k 36.62
Stamps 0.6 $27M 566k 47.99
Power Integrations (POWI) 0.5 $23M 439k 51.74
Brady Corporation (BRC) 0.5 $19M 698k 27.34
Lumber Liquidators Holdings (LL) 0.4 $16M 245k 66.31
Ultra Petroleum 0.4 $16M 1.2M 13.16
Trex Company (TREX) 0.4 $16M 374k 42.58
Nautilus (BFX) 0.3 $14M 927k 15.18
Medidata Solutions 0.3 $13M 279k 47.75
Stratasys (SSYS) 0.3 $12M 143k 83.11
Ceva (CEVA) 0.3 $11M 610k 18.14
CoStar (CSGP) 0.2 $10M 55k 183.63
Bottomline Technologies 0.2 $10M 397k 25.28
VASCO Data Security International 0.2 $9.9M 352k 28.21
Ultimate Software 0.2 $9.2M 63k 146.81
iRobot Corporation (IRBT) 0.2 $8.9M 255k 34.72
DTS 0.2 $8.5M 275k 30.75
Comscore 0.2 $8.6M 185k 46.43
Spectranetics Corporation 0.2 $8.3M 240k 34.58
Super Micro Computer (SMCI) 0.2 $8.2M 235k 34.88
Cynosure 0.2 $8.0M 292k 27.42
Pctel 0.2 $7.1M 821k 8.66
Black Diamond 0.2 $6.9M 785k 8.75
Capella Education Company 0.1 $6.1M 79k 76.96
Panhandle Oil and Gas 0.1 $5.4M 232k 23.28
Advent Software 0.1 $5.0M 162k 30.64
iShares Russell Midcap Growth Idx. (IWP) 0.1 $4.4M 48k 93.23
Rally Software Development 0.1 $4.7M 413k 11.37
SurModics (SRDX) 0.1 $4.0M 179k 22.10
Apple (AAPL) 0.1 $3.4M 31k 110.39
Investment Technology 0.1 $3.3M 159k 20.82
Destination Maternity Corporation 0.1 $3.4M 212k 15.95
Mercury Computer Systems (MRCY) 0.1 $3.1M 223k 13.92
NuVasive 0.1 $2.9M 61k 47.16
Key Technology 0.1 $3.0M 231k 13.20
Inteliquent 0.1 $2.8M 145k 19.63
LeapFrog Enterprises 0.1 $2.4M 506k 4.72
Paragon Offshore Plc equity 0.0 $1.6M 590k 2.77
Rosetta Stone 0.0 $1.1M 116k 9.76
Emerson Electric (EMR) 0.0 $639k 10k 61.74
CSX Corporation (CSX) 0.0 $225k 6.2k 36.27
Chevron Corporation (CVX) 0.0 $365k 3.3k 112.31
Dril-Quip (DRQ) 0.0 $336k 4.4k 76.69