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) 281

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

Sector Weighting

Basic Materials 10.32%
Capital Goods 6.98%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 9.63%
Energy 12.38%
Financial 6.26%
Healthcare 9.88%
Services 20.01%
Technology 11.19%
Transportation
Utilities 0.38%

88 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CDW CORP COM 16,214 518 3.30 506,616
BAIDU INC SPON ADR REP A 15,205 97 .64 82,215
HOSPIRA INC COM 14,962 271 1.85 290,471
CTRIP COM INTL LTD AMERICAN DEP SHS 14,710 1,589 12.11 237,945
ADOBE SYS INC COM 12,929 -3,825 (22.83) 180,648
COMPASS MINERALS INTL INC COM 12,738 316 2.55 132,575
CIMAREX ENERGY CO COM 11,632 231 2.03 80,451
RANGE RES CORP COM 11,221 284 2.60 132,523
MURPHY USA INC COM 11,008 11,008 New 224,977
WILEY JOHN & SONS INC CL A 10,986 176 1.63 178,221
ZOETIS INC CL A 10,644 10,644 New 327,913
CARPENTER TECHNOLOGY CORP COM 10,212 322 3.26 166,130
VAIL RESORTS INC COM 9,902 391 4.11 126,751
PRICESMART INC COM 9,807 426 4.54 111,557
MEAD JOHNSON NUTRITION CO COM 9,454 294 3.21 101,373
NEWS CORP NEW CL A 9,264 152 1.67 508,457
PENTAIR PLC SHS 8,882 -1,132 (11.3) 125,155
SNYDERS-LANCE INC COM 8,522 369 4.52 309,882
BOEING CO COM 8,120 313 4.01 64,046
MORGAN STANLEY COM NEW 6,805 229 3.49 212,587


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