MARBLE ARCH INVESTMENTS, LP Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 17
New Positions 2
Increased Positions 9
Decreased Positions 3
Positions with Activity 12
Sold Out Positions 3
Total Mkt Value (in $ millions) 1,124

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

Sector Weighting

Basic Materials 6.51%
Capital Goods 15.98%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare 27.57%
Services 20.88%
Technology 17.45%
Transportation
Utilities

2 New Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
UNIVAR INC COM 24,793 24,793 New 1,113,300
AMBARELLA INC SHS 22,151 22,151 New 230,000