MARBLE ARCH INVESTMENTS, LP Information

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

Report Date: 06/30/2014

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) 1,323

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

Sector Weighting

Basic Materials 4.57%
Capital Goods 6.74%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 0%
Financial 8.2%
Healthcare 19.95%
Services 36.63%
Technology 13.14%
Transportation 1.25%
Utilities

4 New Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CDW CORP COM 80,880 80,880 New 2,604,842
BAIDU INC SPON ADR REP A 59,075 59,075 New 270,700
ALLERGAN INC COM 46,864 46,864 New 263,000
HORNBECK OFFSHORE SVCS INC NEW COM 16,529 16,529 New 505,000


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