Institution Information
Reportee Signature Date Report period Total Entries Total Value($)
SANDHILL CAPITAL PARTNERS LLC 08-13-2019 06-30-2019 71 788,963,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%)
GLOBAL PAYMENTS INC COM 1 $46,227,000 288,686 5.86 5.32 9,946 3.57
TRANSUNION COM 2 $35,865,000 487,888 4.55 4.31 26,564 5.76
BIO-TECHNE CORP COM 3 $34,764,000 166,740 4.41 4.48 5,252 3.25
FISERV INC COM 4 $33,576,000 368,322 4.26 4.28 21,061 6.06
ELANCO ANIMAL HEALTH INC COM 5 $33,241,000 983,461 4.21 4.15 58,180 6.29
DENTSPLY SIRONA INC COM 6 $32,673,000 559,848 4.14 4.98 -158,797 -22.10
ADOBE INC COM 7 $29,666,000 100,682 3.76 3.53 5,823 6.14
SITEONE LANDSCAPE SUPPLY COM 8 $27,702,000 399,737 3.51 2.98 26,640 7.14
LINDE PLC F COM 9 $27,132,000 135,120 3.44 3.14 7,339 5.74
BANK OZK LITTLE ROCK ARK COM 10 $26,956,000 895,834 3.42 3.47 39,343 4.59
ARMSTRONG WORLD INDS COM 11 $26,773,000 275,446 3.39 4.05 -89,770 -24.58
INTL FLAVORS & FRAGRANCES INC COM 12 $26,659,000 183,738 3.38 3.13 9,963 5.73
I C U MEDICAL INC COM 13 $25,401,000 100,835 3.22 3.16 6,279 6.64
SS&C TECHNOLOGS HLDG COM 14 $24,790,000 430,312 3.14 3.63 22,092 5.41
F M C CORP COM 15 $23,812,000 287,061 3.02 2.83 23,316 8.84
AGILENT TECHNOLOGIES COM 16 $23,558,000 315,501 2.99 3.35 17,320 5.81
US FOODS HOLDING CORP COM 17 $23,179,000 648,169 2.94 3.09 14,099 2.22
GLAUKOS CORP 00500 COM 18 $23,055,000 305,764 2.92 3.23 10,649 3.61
BLOOM ENERGY CORP COM 19 $20,944,000 1,706,924 2.65 2.12 532,769 45.37
QIAGEN N V F COM 20 $20,551,000 506,803 2.60 506,803 +Inf
NEOGEN CORP COM 21 $20,309,000 326,986 2.57 326,986 +Inf
VAIL RESORTS INC COM 22 $19,935,000 89,322 2.53 2.59 3,879 4.54
HILL ROM HOLDINGS COM 23 $19,280,000 184,288 2.44 184,288 +Inf
COSTAR GROUP INC COM 24 $18,690,000 33,732 2.37 2.14 958 2.92
BANK OF AMERICA CORP COM 25 $18,068,000 623,020 2.29 2.24 43,027 7.42
AVANOS MED INC COM COM 26 $17,333,000 397,462 2.20 2.23 23,204 6.20
WEST PHARM SRVC INC COM 27 $17,004,000 135,868 2.16 1.98 6,957 5.40
ZOETIS INC CLASS A COM 28 $16,877,000 148,708 2.14 3.36 -90,032 -37.71
GARDNER DENVER HLDGS INCORPORA COM Liquidated $0 0 2.31 1.92 23,961 4.20
CERIDIAN H C M HOLDING I COM 30 $16,012,000 318,957 2.03 2.18 14,173 4.65
ACUITY BRANDS INC COM COM Liquidated $0 0 2.48 130,978 +Inf
ROLLINS INCORPORATED COM Liquidated $0 0 2.35 394,478 +Inf
GUIDEWIRE SOFTWARE COM 33 $13,742,000 135,553 1.74 1.71 9,672 7.68
IDEXX LABS INCORPORATED COM Liquidated $0 0 1.70 1.59 2,798 5.41
DOCUSIGN INCORPORATED COM Liquidated $0 0 1.65 1.41 15,474 7.28
CDW CORP COM USD0.01 COM Liquidated $0 0 1.86 138,868 +Inf
EATON CORPORATION PLC SHS ISIN COM 37 $9,855,000 118,336 1.25 2.13 -70,947 -37.48
BLACKLINE INC COM COM Liquidated $0 0 1.42 210,573 +Inf
UNIVAR INC COM COM Liquidated $0 0 1.28 437,807 +Inf
3M COMPANY COM COM 40 $3,086,000 17,805 0.39 0.50 440 2.53
MOOG INC COM CL B COM 41 $1,946,000 20,946 0.25 0.25 0 0.00
WASTE MANAGEMENT INC COM COM 42 $1,258,000 10,902 0.16 0.15 345 3.27
IDEX CORP COM COM 43 $1,232,000 7,157 0.16 0.15 0 0.00
JOHNSON & JOHNSON COM COM 44 $1,217,000 8,735 0.15 0.15 807 10.18
APPLE INC COM COM 45 $1,180,000 5,963 0.15 0.16 57 0.97
MCDONALD'S CORPORATION COM COM 46 $1,111,000 5,348 0.14 0.13 409 8.28
HOME DEPOT INC COM COM 47 $1,034,000 4,973 0.13 0.13 238 5.03
PAYCHEX INC COM COM 48 $1,022,000 12,418 0.13 0.14 347 2.87
TRAVELERS COMPANIES INC COM COM 49 $1,004,000 6,718 0.13 0.12 297 4.63
BOEING CO COM COM 50 $971,000 2,666 0.12 0.13 265 11.04
AMERICAN EXPRESS CO COM COM 51 $915,000 7,410 0.12 0.11 348 4.93
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