SANDHILL CAPITAL PARTNERS LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 91
New Positions 5
Increased Positions 63
Decreased Positions 22
Positions with Activity 85
Sold Out Positions 4
Total Mkt Value (in $ millions) 287

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

Sector Weighting

Basic Materials 8.01%
Capital Goods 10.07%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 9.25%
Energy 7.27%
Financial 4.25%
Healthcare 10.96%
Services 22.43%
Technology 12.53%
Transportation
Utilities 0.26%

91 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 17,267 735 4.45 241,220
ZOETIS INC CL A 16,091 480 3.07 328,521
ADOBE SYS INC COM 16,022 598 3.88 195,408
CHICAGO BRIDGE & IRON CO N V COM 15,618 15,618 New 293,898
CDW CORP COM 15,359 -2,942 (16.08) 427,463
VAIL RESORTS INC COM 15,161 630 4.33 138,218
CANTEL MEDICAL CORP COM 12,572 520 4.31 229,082
PRICESMART INC COM 12,273 837 7.32 126,644
LA QUINTA HLDGS INC COM 12,039 649 5.70 567,332
CIMAREX ENERGY CO COM 11,936 2,471 26.10 114,641
BAIDU INC SPON ADR REP A 11,777 544 4.84 68,212
LAS VEGAS SANDS CORP COM 11,342 11,342 New 202,392
SNYDERS-LANCE INC COM 11,291 604 5.65 347,197
COMPASS MINERALS INTL INC COM 10,611 386 3.78 132,643
MEAD JOHNSON NUTRITION CO COM 9,755 367 3.91 110,360
CARPENTER TECHNOLOGY CORP COM 9,297 684 7.94 247,648
MORGAN STANLEY COM NEW 8,783 227 2.65 226,136
MURPHY USA INC COM 8,340 -4,271 (33.87) 152,310
PENTAIR PLC SHS 7,653 546 7.69 125,851
NOW INC COM 6,660 6,660 New 382,771