0001315863-11-000093.txt : 20110516 0001315863-11-000093.hdr.sgml : 20110516 20110516160838 ACCESSION NUMBER: 0001315863-11-000093 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110331 FILED AS OF DATE: 20110516 DATE AS OF CHANGE: 20110516 EFFECTIVENESS DATE: 20110516 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: 11846874 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 marb111.txt MARBLE ARCH INVESTMENTS 13F 1Q 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: March 31, 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 May 16, 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: 22 Form13F Information Table Value Total: $490,291 (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 21983 450000 SH SOLE 450000 BANK OF AMERICA CORPORATION *W EXP 01/16/201 060505146 13614 1775000 SH SOLE 1775000 ENSCO PLC SPONSORED ADR 29358Q109 34704 600000 SH SOLE 600000 FLEETCOR TECHNOLOGIES INC COM 339041105 19596 600000 SH SOLE 600000 FORESTAR GROUP INC COM 346233109 11412 600000 SH SOLE 600000 GOLAR LNG LTD BERMUDA SHS G9456A100 12918 505000 SH SOLE 505000 GOOGLE INC CL A 38259P508 29338 50000 SH SOLE 50000 GRACE W R & CO DEL NEW COM 38388F108 39822 1040000 SH SOLE 1040000 JPMORGAN CHASE & CO *W EXP 10/28/201 46634E114 10278 612500 SH SOLE 612500 LABORATORY CORP AMER HLDGS COM NEW 50540R409 26718 290000 SH SOLE 290000 LIBERTY GLOBAL INC COM SER A 530555101 25881 625000 SH SOLE 625000 REGIONS FINANCIAL CORP NEW COM 7591EP100 16335 2250000 SH SOLE 2250000 SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 19449 560000 SH SOLE 560000 SOLARWINDS INC COM 83416B109 24633 1050000 SH SOLE 1050000 STEC INC COM 784774101 2009 100000 SH SOLE 100000 THERAVANCE INC COM 88338T104 13805 570000 SH SOLE 570000 TOWERS WATSON & CO CL A 891894107 24957 450000 SH SOLE 450000 TRANSDIGM GROUP INC COM 893641100 16766 200000 SH SOLE 200000 VALEANT PHARMACEUTICALS INTL COM 91911K102 69734 1400000 SH SOLE 1400000 VERISK ANALYTICS INC CL A 92345Y106 13104 400000 SH SOLE 400000 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 23000 800000 SH SOLE 800000 XEROX CORP COM 984121103 20235 1900000 SH SOLE 1900000