MARBLE ARCH INVESTMENTS, LP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 21
New Positions 5
Increased Positions 9
Decreased Positions 7
Positions with Activity 16
Sold Out Positions 6
Total Mkt Value (in $ millions) 1,167

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

Sector Weighting

Basic Materials 9.72%
Capital Goods 14.48%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 0%
Healthcare 23.07%
Services 19.58%
Technology 25.26%
Transportation
Utilities

5 New Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ASPEN TECHNOLOGY INC COM 141,110 141,110 New 3,102,000
CDK GLOBAL INC COM 63,250 63,250 New 1,175,000
HORIZON PHARMA PLC SHS 25,106 25,106 New 720,000
ARISTA NETWORKS INC COM 20,465 20,465 New 250,000
COUPONS COM INC COM 3,918 3,918 New 380,000


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