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MARBLE ARCH INVESTMENTS, LP Information

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

Report Date: 03/31/2013

Position Statistics:

Total Positions 26
New Positions 3
Increased Positions 8
Decreased Positions 9
Positions with Activity 17
Sold Out Positions 2
Total Mkt Value
(in $ millions)		 1,432

Sector Weighting

Basic Materials 7.32%
Capital Goods 6.93%
Conglomerates
Consumer Cyclical 2.92%
Consumer/Non-Cyclical
Energy 4.21%
Financial 3.97%
Healthcare 6.24%
Services 44.97%
Technology 18.43%
Transportation 5.01%
Utilities

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

26 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ADOBE SYS INC COM 41,800 -7,539 (15.28) 937,000
AMERICAN INTL GROUP INC COM NEW 56,854 56,854 New 1,257,000
ASCENT CAP GROUP INC COM SER A -24,131 Sold Out 0
CARTER'S, INC. COM 70,060 15,063 27.39 1,000,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 69,303 New 618,000
COLFAX CORP COM 47,285 New 965,000
DISCOVERY COMMUNICATNS NEW COM SER C 89,180 New 1,276,000
ENSCO PLC SHS CLASS A 60,286 New 970,000
FLEETCOR TECHNOLOGIES INC COM 130,460 -4,923 (3.64) 1,590,000
GOLAR LNG LTD BERMUDA SHS 58,023 10,968 23.31 1,640,000
GOOGLE INC CL A 103,919 -6,819 (6.16) 114,300
GRACE W R & CO DEL NEW COM 104,871 New 1,300,000
JONES LANG LASALLE INC COM 37,807 -37,322 (49.68) 390,000
LIBERTY GLOBAL INC COM SER A 103,421 New 1,370,000
LIFELOCK INC COM -6,036 Sold Out 0
MOTOROLA SOLUTIONS INC COM NEW 71,259 1,851 2.67 1,232,000
SALLY BEAUTY HLDGS INC COM 41,225 41,225 New 1,323,000
SENSATA TECHNOLOGIES HLDG BV A SHS 21,942 -24,868 (53.13) 600,000
SOLARWINDS INC COM 46,950 New 1,000,000
TRANSDIGM GROUP INC COM 29,966 New 200,000