0001315863-11-000143.txt : 20110815 0001315863-11-000143.hdr.sgml : 20110815 20110815160627 ACCESSION NUMBER: 0001315863-11-000143 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110630 FILED AS OF DATE: 20110815 DATE AS OF CHANGE: 20110815 EFFECTIVENESS DATE: 20110815 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: 111036297 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 marbl21.txt MARBLE ARCH INVESTMENTS 2Q 2011 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, 2011 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 15, 2011 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: 21 Form13F Information Table Value Total: $558,220 (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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ASCENT MEDIA CORP COM SER A 043632108 26697 504000 SH SOLE 504000 BANK OF AMERICA CORPORATION *W EXP 01/16/201 060505146 9834 1775000 SH SOLE 1775000 BLACKBOARD INC COM 091935502 96 320000 SH CALL SOLE 320000 ENSCO PLC SPONSORED ADR 29358Q109 31980 600000 SH SOLE 600000 FLEETCOR TECHNOLOGIES INC COM 339041105 22230 750000 SH SOLE 750000 FORESTAR GROUP INC COM 346233109 9858 600000 SH SOLE 600000 GOLAR LNG LTD BERMUDA SHS G9456A100 26516 760000 SH SOLE 760000 GOOGLE INC CL A 38259P508 25319 50000 SH SOLE 50000 GRACE W R & CO DEL NEW COM 38388F108 54756 1200000 SH SOLE 1200000 LABORATORY CORP AMER HLDGS COM NEW 50540R409 30489 315000 SH SOLE 315000 LEVEL 3 COMMUNICATIONS INC COM 52729N100 43920 18000000 SH SOLE 18000000 LIBERTY GLOBAL INC COM SER A 530555101 40536 900000 SH SOLE 900000 REGIONS FINANCIAL CORP NEW COM 7591EP100 13950 2250000 SH SOLE 2250000 SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 24849 660000 SH SOLE 660000 SOLARWINDS INC COM 83416B109 28754 1100000 SH SOLE 1100000 THERAVANCE INC COM 88338T104 12660 570000 SH SOLE 570000 TOWERS WATSON & CO CL A 891894107 29570 450000 SH SOLE 450000 TRANSDIGM GROUP INC COM 893641100 18238 200000 SH SOLE 200000 VALEANT PHARMACEUTICALS INTL COM 91911K102 72744 1400000 SH SOLE 1400000 VERISK ANALYTICS INC CL A 92345Y106 13848 400000 SH SOLE 400000 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 21376 800000 SH SOLE 800000