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) 1,260

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

Sector Weighting

Basic Materials 3.05%
Capital Goods 9.1%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 9.5%
Healthcare 21.09%
Services 35.74%
Technology 8.87%
Transportation 0%
Utilities

4 Sold Out Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AUTODESK INC COM -54,466 Sold Out 0
BAIDU INC SPON ADR REP A -63,161 Sold Out 0
CIMPRESS N V SHS EURO -62,631 Sold Out 0
HORNBECK OFFSHORE SVCS INC NEW COM -10,701 Sold Out 0


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