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) 1,177

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

Sector Weighting

Basic Materials 9.84%
Capital Goods 14.09%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 0%
Healthcare 23.53%
Services 19.46%
Technology 25.42%
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 -100,796 Sold Out 0
AMERICAN INTL GROUP INC COM NEW -78,323 Sold Out 0
COLFAX CORP COM -69,425 Sold Out 0
SENSATA TECHNOLOGIES HLDG NV SHS -45,099 Sold Out 0
PANDORA MEDIA INC COM -30,996 Sold Out 0
GOPRO INC CL A -10,888 Sold Out 0
VALEANT PHARMACEUTICALS INTL I COM 253,920 -4,157 (1.61) 1,069,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 99,973 New 570,200
FLEETCOR TECHNOLOGIES INC COM 129,107 New 837,000
GRACE W R & CO DEL NEW COM 58,499 New 593,000
NATIONAL GEN HLDGS CORP COM 4,183 New 213,000
TRANSDIGM GROUP INC COM 65,592 New 288,800
APPLIED MATLS INC COM 95,846 3,525 3.82 4,759,000
COUPONS COM INC COM 5,031 5,031 New 380,000
AUTODESK INC COM 66,991 7,782 13.14 1,188,000
ARISTA NETWORKS INC COM 17,218 17,218 New 250,000
HORIZON PHARMA PLC SHS 23,076 23,076 New 720,000
AIR PRODS & CHEMS INC COM 57,284 31,746 124.31 390,300
CDK GLOBAL INC COM 63,826 63,826 New 1,175,000
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 100,227 69,816 229.58 1,872,000