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13F-HR filed by Marble Arch Investments, LP

Marble Arch Investments, LP filed this 13F-HR for the quarter ended 2014-06-30, filed 2014-08-14, with 21 holding rows worth $1,352,296,000.

Accession
0001085146-14-001777
Filed
2014-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2014

A holdings report, 21 entries on the cover page, a total value of $1,352,296,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,352,296,000 with VALUE read as thousands by filing date, 13F file number 028-12924. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
VALEANT PHARMACEUTICALS INTL91911K102COM1,098,700$138,568,000thousands by filing date
FLEETCOR TECHNOLOGIES INC339041105COM840,000$110,712,000thousands by filing date
CHARTER COMMUNICATION - A16117M305COM630,000$99,779,000thousands by filing date
CDW CORP COM12514G108Stock2,604,842$83,042,000thousands by filing date
DISCOVERY INC25470F302COM SER C1,142,000$82,898,000thousands by filing date
NIELSEN HOLDINGS N VN63218106COM1,570,000$76,004,000thousands by filing date
ENDO INTL PLCG30401106SHS1,066,000$74,641,000thousands by filing date
CBRE GROUP INC CL A12504L109Stock2,323,000$74,429,000thousands by filing date
AMERICAN INTL GROUP INC COM NEW026874784Stock1,325,000$72,319,000thousands by filing date
GRACE W R & CO DEL NEW COM38388F108Stock664,571$62,822,000thousands by filing date
ENOVIS CORP194014106COMMON STOCK790,000$58,887,000thousands by filing date
ALLEGION PLCG0176J109ORD SHS945,000$53,563,000thousands by filing date
AUTODESK INC COM052769106Stock936,000$52,772,000thousands by filing date
BAIDU INC SPON ADR REP A056752108ADR270,700$50,569,000thousands by filing date
PANDORA MEDIA INC698354107COM1,691,000$49,885,000thousands by filing date
ALLERGAN INC018490102COM263,000$44,505,000thousands by filing date
TRANSDIGM GROUP INC COM893641100Stock239,546$40,066,000thousands by filing date
AMTRUST FINL SVCS INC032359309COM928,046$38,802,000thousands by filing date
Vistaprint NV CimpressN93540107CMPR839,000$33,946,000thousands by filing date
QIHOO 360 TECHNOLOGY CO LTD74734M109COMMON STOCK-FO330,200$30,392,000thousands by filing date
HORNBECK OFFSHORE SVCS INC N440543106COM505,000$23,695,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-14-001777this filing2014-08-14acceptance time not in the bulk data set