MARBLE ARCH INVESTMENTS, LP
645 MADISON AVENUE, NEW YORK, New York, 10022, (212) 230-1484
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 26 |
| New Positions | 3 |
| Increased Positions | 8 |
| Decreased Positions | 9 |
| Positions with Activity | 17 |
| Sold Out Positions | 2 |
| Total Mkt Value (in $ millions) |
1,441 |
Sector Weighting
| Basic Materials | 7.48% |
| Capital Goods | 7.12% |
| Conglomerates | |
| Consumer Cyclical | 2.82% |
| Consumer/Non-Cyclical | |
| Energy | 3.99% |
| Financial | 3.94% |
| Healthcare | 6.81% |
| Services | 45.55% |
| Technology | 17.62% |
| Transportation | 4.68% |
| Utilities |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
9 DECREASED Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| FLEETCOR TECHNOLOGIES INC | COM | 140,031 | -5,284 | (3.64) | 1,590,000 |
| GOOGLE INC | CL A | 101,298 | -6,647 | (6.16) | 114,300 |
| TRIPADVISOR INC | COM | 77,232 | -12,872 | (14.29) | 1,200,000 |
| ADOBE SYS INC | COM | 40,656 | -7,333 | (15.28) | 937,000 |
| WABCO HLDGS INC | COM | 40,592 | -23,993 | (37.15) | 538,000 |
| JONES LANG LASALLE INC | COM | 34,722 | -34,277 | (49.68) | 390,000 |
| SENSATA TECHNOLOGIES HLDG BV A | SHS | 21,414 | -24,269 | (53.13) | 600,000 |
| ASCENT CAP GROUP INC | COM SER A | -23,866 | Sold Out | 0 | |
| LIFELOCK INC | COM | -6,618 | Sold Out | 0 |
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