Marble Arch Investments Q2 2018 13F Holdings

Marble Arch Investments Q2 2018 holdings
TickerName Value Shares↓ Weighting
GOOGL ALPHABET INCcap stk cl aReduce  $9,542
-88.0%
8,450
-89.0%
11.60%
87.1%
MSFT MICROSOFT CORPReduce  $8,392
-90.6%
85,100
-91.3%
10.20%
47.6%
TDG TRANSDIGM GROUP INCReduce  $8,283
-88.6%
24,000
-89.9%
10.07%
78.5%
V VISA INCReduce  $6,954
-93.1%
52,500
-93.8%
8.45%
7.4%
FB FACEBOOK INCcl aReduce  $6,918
-90.4%
35,600
-92.1%
8.41%
49.9%
CHTR CHARTER COMMUNICATIONS...cl aReduce  $6,392
-86.9%
21,800
-86.1%
7.77%
104.2%
SPR SPIRIT AEROSYSTEMS HLD...Reduce  $5,524
-93.8%
64,300
-93.9%
6.71%
-2.6%
CRM SALESFORCE COM INCReduce  $5,524
-88.6%
40,500
-90.3%
6.71%
78.4%
NOW SERVICENOW INCReduce  $5,510
-91.8%
31,950
-92.2%
6.70%
27.5%
FDC FIRST DATA CORP NEWNew  $4,479214,0005.44%
AMAT APPLIED MATLS INCReduce  $3,954
-95.6%
85,600
-94.8%
4.81%
-31.9%
PAGS PAGSEGURO DIGITAL LTDReduce  $3,275
-89.5%
118,000
-85.5%
3.98%
64.0%
BKNG BOOKING HLDGS INCReduce  $1,682
-96.6%
830
-96.5%
2.04%
-46.6%
AWI ARMSTRONG WORLD INDS I...Reduce  $1,643
-97.1%
26,000
-97.4%
2.00%
-54.1%
SERV SERVICEMASTER GLOBAL H...Reduce  $1,552
-97.8%
26,100
-98.1%
1.89%
-65.9%
WLTW WILLIS TOWERS WATSON P...Reduce  $1,516
-96.8%
10,000
-96.8%
1.84%
-49.9%
BKI BLACK KNIGHT INCReduce  $1,125
-96.0%
21,000
-96.5%
1.37%
-37.9%
WATT ENERGOUS CORPSold out  $0-47,037-0.06%
DBX DROPBOX INCcl aSold out  $0-25,000-0.06%
FWONK LIBERTY MEDIA CORP DEL...Sold out  $0-1,010,823-2.42%
LBRDK LIBERTY BROADBAND CORPSold out  $0-392,000-2.61%
PYPL PAYPAL HLDGS INCSold out  $0-863,800-5.09%
DHI D R HORTON INCSold out  $0-2,560,995-8.72%