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Sandhill Capital Partners LLC

Q1 2019 Holdings

Filed 2019-05-15 | 72 holdings | $57.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Adobe Incorporated(ADBE)COM00724F101$25.3M94,85944.3%
Avanos MED Incorporated(AVNS)COM05350V106$16.0M374,25828.0%
Bloom Energy Corporation COM C(BE)COM093712107$15.2M1,174,15526.6%
Cure Pharma Holding Corp COM(AVRW)COM23127P104$44.0K10,0000.1%
Global Payments Inc COM(GPN)COM37940X102$38.1K278,7400.1%
Dentsply Sirona Inc COM(XRAY)COM24906P109$35.6K718,6450.1%
Bio-Techne Corp COM(TECH)COM09073M104$32.1K161,4880.1%
Transunion COM(TRU)COM89400J107$30.8K461,3240.1%
Fiserv Incorporated(FISV)COM337738108$30.7K347,2610.1%
Elanco Animal Health Incorpora(ELAN)COM28414H103$29.7K925,2810.1%
Armstrong World Inds Inc New C(AWI)COM04247X102$29.0K365,2160.1%
SS&C Technologies Hldgs Incorp(SSNC)COM78467J100$26.0K408,2200.0%
Bank OZK(OZK)COM06417N103$24.8K856,4910.0%
Zoetis Incorporated Class A(ZTS)COM98978V103$24.0K238,7400.0%
Agilent Technologies Incorpora(A)COM00846U101$24.0K298,1810.0%
Glaukos Corporation(GKOS)COM377322102$23.1K295,1150.0%
ICU MED Incorporated(ICUI)COM44930G107$22.6K94,5560.0%
Linde PLC SH Isin#ie00bz12wp82(LIN)COMG5494J103$22.5K127,7810.0%
Intl Flavors & Fragrances Inc(IFF)COM459506101$22.4K173,7750.0%
US Foods Hldg Corporation(USFD)COM912008109$22.1K634,0700.0%
Siteone Landscape Supply Incor(SITE)COM82982L103$21.3K373,0970.0%
FMC Corp COM(FMC)COM302491303$20.3K263,7450.0%
Vail Resorts Incorporated(MTN)COM91879Q109$18.6K85,4430.0%
Gardner Denver Hldgs Incorpora(GDI1EUR)COM36555P107$16.5K594,4100.0%
Bank of America Corporation Co(BAC)COM060505104$16.0K579,9930.0%
Ceridian HCM Hldg Incorporated(DAY)COM15677J108$15.6K304,7840.0%
Costar Group Incorporated(CSGP)COM22160N109$15.3K32,7740.0%
Eaton Corporation PLC SHS Isin(ETN)COMG29183103$15.2K189,2830.0%
West Pharmaceutical Svcs Inc C(WST)COM955306105$14.2K128,9110.0%
Guidewire Software Incorporate(GWRE)COM40171V100$12.2K125,8810.0%
Idexx Labs Incorporated(IDXX)COM45168D104$12.2K54,5280.0%
Docusign Incorporated(DOCU)COM256163106$11.8K228,0760.0%
3M Company COM(MMM)COM88579Y101$3.6K17,3650.0%
Moog Inc COM CL B(MOG/B)COM615394301$1.8K20,9460.0%
Apple Inc COM(AAPL)COM037833100$1.1K5,9060.0%
Johnson & Johnson COM(JNJ)COM478160104$1.1K7,9280.0%
Waste Management Inc COM(WM)COM94106L109$1.1K10,5570.0%
Idex Corp COM(IEX)COM45167R104$1.1K7,1570.0%
Paychex Inc COM(PAYX)COM704326107$96812,0710.0%
Mcdonald's Corporation COM(MCD)COM580135101$9384,9390.0%
Boeing Co COM(BA)COM097023105$9162,4010.0%
Home Depot Inc COM(HD)COM437076102$9094,7350.0%
Travelers Companies Inc COM(TRV)COM89417E109$8816,4210.0%
Intel Corp COM(INTC)COM458140100$87716,3310.0%
Merck & Co Inc New COM(MRK)COM58933Y105$84610,1710.0%
Chevron Corporation COM(CVX)COM166764100$8226,6710.0%
Pfizer Inc COM(PFE)COM717081103$80518,9470.0%
Sysco Corp COM(SYY)COM871829107$78811,8090.0%
Caterpillar Inc COM(CAT)COM149123101$7845,7830.0%
American Express Co COM(AXP)COM025816109$7727,0620.0%
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