SANDHILL CAPITAL PARTNERS LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 88
New Positions 5
Increased Positions 69
Decreased Positions 15
Positions with Activity 84
Sold Out Positions 3
Total Mkt Value (in $ millions) 279

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

Sector Weighting

Basic Materials 9.75%
Capital Goods 6.88%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 9.42%
Energy 12.11%
Financial 6.23%
Healthcare 10.06%
Services 19.97%
Technology 12.42%
Transportation
Utilities 0.35%

88 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BAIDU INC SPON ADR REP A 18,087 115 .64 82,215
CDW CORP COM 15,766 503 3.30 506,616
CTRIP COM INTL LTD AMERICAN DEP SHS 15,438 1,667 12.11 237,945
HOSPIRA INC COM 15,075 273 1.85 290,471
ADOBE SYS INC COM 13,055 -3,862 (22.83) 180,648
CIMAREX ENERGY CO COM 11,710 233 2.03 80,451
COMPASS MINERALS INTL INC COM 11,640 289 2.55 132,575
MURPHY USA INC COM 10,864 10,864 New 224,977
ZOETIS INC CL A 10,831 10,831 New 327,913
WILEY JOHN & SONS INC CL A 10,738 172 1.63 178,221
RANGE RES CORP COM 10,357 262 2.60 132,523
VAIL RESORTS INC COM 9,644 381 4.11 126,751
MEAD JOHNSON NUTRITION CO COM 9,618 299 3.21 101,373
CARPENTER TECHNOLOGY CORP COM 9,416 297 3.26 166,130
PRICESMART INC COM 9,133 397 4.54 111,557
NEWS CORP NEW CL A 9,086 149 1.67 508,457
PENTAIR PLC SHS 8,756 -1,116 (11.3) 125,155
SNYDERS-LANCE INC COM 7,986 345 4.52 309,882
BOEING CO COM 7,834 302 4.01 64,046
MORGAN STANLEY COM NEW 6,941 234 3.49 212,587