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) 1,169

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

Sector Weighting

Basic Materials 9.74%
Capital Goods 14.52%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 0%
Healthcare 23.01%
Services 19.64%
Technology 25.2%
Transportation
Utilities

21 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
CDW CORP COM -94,317 Sold Out 0
AMERICAN INTL GROUP INC COM NEW -81,554 Sold Out 0
COLFAX CORP COM -60,702 Sold Out 0
SENSATA TECHNOLOGIES HLDG NV SHS -42,881 Sold Out 0
PANDORA MEDIA INC COM -25,940 Sold Out 0
GOPRO INC CL A -10,390 Sold Out 0
VALEANT PHARMACEUTICALS INTL I COM 243,989 -3,994 (1.61) 1,069,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 98,981 New 570,200
FLEETCOR TECHNOLOGIES INC COM 130,564 New 837,000
GRACE W R & CO DEL NEW COM 59,786 New 593,000
NATIONAL GEN HLDGS CORP COM 4,464 New 213,000
TRANSDIGM GROUP INC COM 65,705 New 288,800
APPLIED MATLS INC COM 92,848 3,414 3.82 4,759,000
COUPONS COM INC COM 4,032 4,032 New 380,000
AUTODESK INC COM 59,857 6,953 13.14 1,188,000
ARISTA NETWORKS INC COM 20,460 20,460 New 250,000
HORIZON PHARMA PLC SHS 24,898 24,898 New 720,000
AIR PRODS & CHEMS INC COM 54,064 29,962 124.31 390,300
CDK GLOBAL INC COM 63,215 63,215 New 1,175,000
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 103,990 72,437 229.58 1,872,000