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) 1,274

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

Sector Weighting

Basic Materials 3.31%
Capital Goods 9.44%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 9.69%
Healthcare 19.1%
Services 36.57%
Technology 9.28%
Transportation 0%
Utilities

25 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ARMSTRONG WORLD INDS INC NEW COM 8,231 8,231 New 161,700
AUTODESK INC COM -57,124 Sold Out 0
BAIDU INC SPON ADR REP A -66,143 Sold Out 0
CIMPRESS N V SHS EURO -56,070 Sold Out 0
HORNBECK OFFSHORE SVCS INC NEW COM -15,771 Sold Out 0