MARBLE ARCH INVESTMENTS, LP Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 26
New Positions 5
Increased Positions 11
Decreased Positions 11
Positions with Activity 22
Sold Out Positions 10
Total Mkt Value (in $ millions) 1,146

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

Sector Weighting

Basic Materials 7.37%
Capital Goods 18.04%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial 6.64%
Healthcare 19.66%
Services 21.01%
Technology 17.05%
Transportation
Utilities

26 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
ACTAVIS PLC SHS -25,003 Sold Out 0
ALLEGION PUB LTD CO ORD SHS -56,851 Sold Out 0
AMTRUST FINL SVCS INC COM -67,505 Sold Out 0
ARMSTRONG WORLD INDS INC NEW COM -9,071 Sold Out 0
CARTER'S, INC. COM -80,428 Sold Out 0
CBRE GROUP INC CL A -65,124 Sold Out 0
DISCOVERY COMMUNICATNS NEW COM SER C -45,479 Sold Out 0
ENDO INTL PLC SHS -59,254 Sold Out 0
NIELSEN N V COM -68,294 Sold Out 0
QIHOO 360 TECHNOLOGY CO LTD ADS -24,774 Sold Out 0
FLEETCOR TECHNOLOGIES INC COM 132,271 -3,161 (2.33) 837,000
AIR PRODS & CHEMS INC COM 26,377 26,377 New 174,000
AUTODESK INC COM 64,743 64,743 New 1,050,000
CDW CORP COM 103,953 New 2,722,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 108,543 New 570,200
GOPRO INC CL A 9,092 New 200,000
NATIONAL GEN HLDGS CORP COM 4,175 4,175 New 213,000
PANDORA MEDIA INC COM 30,303 New 1,691,000
SENSATA TECHNOLOGIES HLDG NV SHS 47,211 47,211 New 812,300
SPIRIT AEROSYSTEMS HLDGS INC COM CL A 29,917 29,917 New 568,000