SANDHILL CAPITAL PARTNERS LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 89
New Positions 5
Increased Positions 52
Decreased Positions 29
Positions with Activity 81
Sold Out Positions 4
Total Mkt Value (in $ millions) 291

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

Sector Weighting

Basic Materials 8.96%
Capital Goods 4.55%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 9.54%
Energy 10.74%
Financial 3.58%
Healthcare 15.56%
Services 13.83%
Technology 13.34%
Transportation
Utilities 0.31%

89 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CDW CORP COM 19,167 -134 (0.7) 509,356
HOSPIRA INC COM 17,852 100 .56 203,927
MURPHY USA INC COM 16,350 -208 (1.26) 230,309
ADOBE SYS INC COM 14,880 184 1.26 188,118
ZOETIS INC CL A 14,690 -854 (5.49) 318,729
BAIDU INC SPON ADR REP A 13,257 -2,782 (17.35) 65,064
RANGE RES CORP COM 12,481 2,720 27.87 251,939
LA QUINTA HLDGS INC COM 11,921 11,921 New 536,756
VAIL RESORTS INC COM 11,633 79 .68 132,477
COMPASS MINERALS INTL INC COM 11,589 246 2.17 127,814
MEAD JOHNSON NUTRITION CO COM 11,126 128 1.16 106,207
CTRIP COM INTL LTD AMERICAN DEP SHS 10,478 7 .07 230,955
SNYDERS-LANCE INC COM 10,138 99 .98 328,623
CIMAREX ENERGY CO COM 9,971 1,122 12.68 90,912
CANTEL MEDICAL CORP COM 9,970 191 1.95 219,613
CARPENTER TECHNOLOGY CORP COM 9,719 2,409 32.96 229,439
ADVANCED DRAIN SYS INC DEL COM 9,528 6,291 194.30 350,952
PRICESMART INC COM 9,374 140 1.52 118,005
MORGAN STANLEY COM NEW 7,884 43 .55 220,295
PENTAIR PLC SHS 7,768 -822 (9.57) 116,868