-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, BNLZos8NaWPSM3Gq2SvnTfXSSK1bC2T3KXJrDJkl3O8Ea3nGXgFSpsdKPelggEEV lB8sSw1VbZ+7J7ekw1z6nA== 0001315863-08-000192.txt : 20080814 0001315863-08-000192.hdr.sgml : 20080814 20080814160628 ACCESSION NUMBER: 0001315863-08-000192 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080630 FILED AS OF DATE: 20080814 DATE AS OF CHANGE: 20080814 EFFECTIVENESS DATE: 20080814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Marble Arch Investments, LP CENTRAL INDEX KEY: 0001427112 IRS NUMBER: 208521604 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12924 FILM NUMBER: 081019029 BUSINESS ADDRESS: STREET 1: 645 MADISON AVENUE STREET 2: 11TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212.230.1484 MAIL ADDRESS: STREET 1: 645 MADISON AVENUE STREET 2: 11TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 marble28.txt MARBLE ARCH 13F 2ND Q 2008 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2008 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Marble Arch Investments, LP Address: 645 Madison Avenue 11th Floor New York, New York 10022 13F File Number: 28-12924 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Robert Scott McLellan Title: Manager of Marble Arch Investments GP, LLC Phone: 212.230.1290 Signature, Place, and Date of Signing: Robert Scott McLellan New York, New York August 14, 2008 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form13F Information Table Entry Total: 26 Form13F Information Table Value Total: $242,525 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE - ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- BOISE INC *W EXP 06/18/201 09746Y113 309 1102100 SH SOLE 1102100 BOISE INC COM 09746Y105 2859 742500 SH SOLE 742500 CAL MAINE FOODS INC COM NEW 128030202 2408 73000 SH SOLE 73000 CAL MAINE FOODS INC COM NEW 128030202 351 2200 SH PUT SOLE 2200 CENTURY ALUM CO COM 156431108 9774 147000 SH SOLE 147000 CLEARWIRE CORP CL A 185385309 1750 135000 SH SOLE 135000 COGENT COMM GROUP INC COM NEW 19239V302 11236 838500 SH SOLE 838500 COVANTA HLDG CORP COM 22282E102 22713 851000 SH SOLE 851000 CREE INC COM 225447101 3177 139300 SH SOLE 139300 CROCS INC COM 227046109 721 90000 SH SOLE 90000 EMCORE CORP COM 290846104 3368 538000 SH SOLE 538000 GREAT LAKES DREDGE & DOCK CO COM 390607109 9532 1560000 SH SOLE 1560000 GROUP 1 AUTOMOTIVE INC COM 398905109 6597 332000 SH SOLE 332000 INVESCO LTD SHS G491BT108 13693 571000 SH SOLE 571000 KHD HUMBOLDT WEDAG INTL LTD COM 482462108 12295 389950 SH SOLE 389950 LDK SOLAR CO LTD SPONSORED ADR 50183L107 8864 234000 SH SOLE 234000 PHH CORP COM NEW 693320202 9671 630000 SH SOLE 630000 RENESOLA LTD SPONS ADS 75971T103 10311 596033 SH SOLE 596033 SINA CORP ORD G81477104 4468 105000 SH SOLE 105000 SOLERA HOLDINGS INC COM 83421A104 28910 1045200 SH SOLE 1045200 TARGET CORP COM 87612E106 15342 330000 SH SOLE 330000 TERNIUM SA SPON ADR 880890108 9870 235000 SH SOLE 235000 TRANSDIGM GROUP INC COM 893641100 22886 681345 SH SOLE 681345 TRINA SOLAR LIMITED SPON ADR 89628E104 2758 90000 SH SOLE 90000 UNION PAC CORP COM 907818108 13590 180000 SH SOLE 180000 XTO ENERGY INC COM 98385X106 15072 220000 SH SOLE 220000
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