SANDHILL CAPITAL PARTNERS LLC Information

360 DELAWARE AVENUE, BUFFALO, New York, 14202, (716) 852-0279

Report Date: 03/31/2015

Position Statistics

Total Positions 90
New Positions 5
Increased Positions 62
Decreased Positions 22
Positions with Activity 84
Sold Out Positions 4
Total Mkt Value (in $ millions) 300

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

Sector Weighting

Basic Materials 8.62%
Capital Goods 9.94%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 9.07%
Energy 8.2%
Financial 4.06%
Healthcare 9.9%
Services 20.99%
Technology 13%
Transportation
Utilities 0.3%

90 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CTRIP COM INTL LTD AMERICAN DEP SHS 19,351 823 4.45 241,220
ZOETIS INC CL A 16,134 481 3.07 328,521
CHICAGO BRIDGE & IRON CO N V COM 15,897 15,897 New 293,898
CDW CORP COM 15,795 -3,026 (16.08) 427,463
ADOBE SYS INC COM 15,636 583 3.88 195,408
VAIL RESORTS INC COM 14,459 601 4.33 138,218
LA QUINTA HLDGS INC COM 14,121 761 5.70 567,332
BAIDU INC SPON ADR REP A 13,661 630 4.84 68,212
CIMAREX ENERGY CO COM 13,110 2,714 26.10 114,641
COMPASS MINERALS INTL INC COM 11,528 420 3.78 132,643
CANTEL MEDICAL CORP COM 10,790 446 4.31 229,082
MEAD JOHNSON NUTRITION CO COM 10,693 402 3.91 110,360
SNYDERS-LANCE INC COM 10,482 561 5.65 347,197
PRICESMART INC COM 10,416 711 7.32 126,644
LAS VEGAS SANDS CORP COM 10,332 10,332 New 202,392
CARPENTER TECHNOLOGY CORP COM 10,208 751 7.94 247,648
MURPHY USA INC COM 9,084 -4,652 (33.87) 152,310
NOW INC COM 8,765 8,765 New 382,771
MORGAN STANLEY COM NEW 8,758 226 2.65 226,136
PENTAIR PLC SHS 8,115 579 7.69 125,851


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