SANDHILL CAPITAL PARTNERS LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 89
New Positions 4
Increased Positions 58
Decreased Positions 26
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 11.45%
Capital Goods 7.21%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 8.98%
Energy 10.86%
Financial 5.37%
Healthcare 17.03%
Services 14.71%
Technology 12.22%
Transportation
Utilities 0.32%

89 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BAIDU INC SPON ADR REP A 19,367 -695 (3.46) 78,719
CDW CORP COM 17,994 185 1.04 512,929
ZOETIS INC CL A 15,065 295 2.00 337,258
MURPHY USA INC COM 14,643 328 2.29 233,240
ADOBE SYS INC COM 13,559 282 2.12 185,786
RANGE RES CORP COM 13,548 4,297 46.45 197,027
CTRIP COM INTL LTD AMERICAN DEP SHS 12,348 -337 (2.65) 230,802
HOSPIRA INC COM 12,226 272 2.28 202,787
MWI VETERINARY SUPPLY INC COM 11,817 11,817 New 71,712
VAIL RESORTS INC COM 11,492 264 2.35 131,582
COMPASS MINERALS INTL INC COM 11,123 215 1.97 125,101
PRICESMART INC COM 11,109 411 3.84 116,238
MEAD JOHNSON NUTRITION CO COM 10,856 252 2.37 104,985
SNYDERS-LANCE INC COM 9,847 383 4.05 325,424
CHEMTURA CORP COM NEW 9,528 9,528 New 405,261
CANTEL MEDICAL CORP COM 9,368 245 2.69 215,416
CIMAREX ENERGY CO COM 9,327 48 .52 80,684
BOEING CO COM 9,160 356 4.05 67,960
CARPENTER TECHNOLOGY CORP COM 8,999 361 4.18 172,559
PENTAIR PLC SHS 8,792 180 2.09 129,233


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