MARBLE ARCH INVESTMENTS, LP Information

645 MADISON AVENUE, NEW YORK, New York, 10022, (212) 230-1484

Report Date: 09/30/2014

Position Statistics

Total Positions 25
New Positions 4
Increased Positions 10
Decreased Positions 13
Positions with Activity 23
Sold Out Positions 4
Total Mkt Value (in $ millions) 1,229

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

Sector Weighting

Basic Materials 3.1%
Capital Goods 9.27%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 9.37%
Healthcare 21.59%
Services 35.49%
Technology 8.64%
Transportation 0%
Utilities

10 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FLEETCOR TECHNOLOGIES INC COM 120,409 2,389 2.02 857,000
CDW CORP COM 93,256 4,014 4.50 2,722,000
CARTER'S, INC. COM 69,348 69,348 New 851,000
AMTRUST FINL SVCS INC COM 57,712 10,734 22.85 1,140,096
TRANSDIGM GROUP INC COM 55,246 6,013 12.21 268,800
APPLIED MATLS INC COM 54,633 54,633 New 2,392,000
COLFAX CORP COM 50,521 14,726 41.14 1,115,000
QIHOO 360 TECHNOLOGY CO LTD ADS 23,566 4,243 21.96 402,700
GOPRO INC CL A 9,950 9,950 New 200,000
ARMSTRONG WORLD INDS INC NEW COM 8,198 8,198 New 161,700