MARBLE ARCH INVESTMENTS, LP Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 26
New Positions 4
Increased Positions 11
Decreased Positions 9
Positions with Activity 20
Sold Out Positions 5
Total Mkt Value (in $ millions) 1,327

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

Sector Weighting

Basic Materials 5.33%
Capital Goods 9.2%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 1.6%
Financial 10.31%
Healthcare 17.85%
Services 45.24%
Technology 7.53%
Transportation 0%
Utilities

11 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CBRE GROUP INC CL A 95,932 16,511 20.79 2,940,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 87,141 8,017 10.13 535,000
ENDO INTL PLC SHS 74,389 7,956 11.98 1,122,000
COLFAX CORP COM 72,388 3,362 4.87 1,012,000
AMTRUST FINL SVCS INC COM 60,945 45,831 303.23 1,500,000
TRANSDIGM GROUP INC COM 49,683 4,140 9.09 300,000
AUTODESK INC COM 49,670 49,670 New 896,000
HOWARD HUGHES CORP COM 40,553 40,553 New 265,000
ALLEGION PUB LTD CO ORD SHS 39,031 39,031 New 702,000
PANDORA MEDIA INC COM 35,002 8,842 33.80 1,338,000
QIHOO 360 TECHNOLOGY CO LTD ADS 15,237 15,237 New 175,000