Dark
Light
System
Institutional Investment Manager
Ardevora Asset Management LLP
Ardevora Asset Management LLP (CIK: 0001608108), located at 6 New Bridge Street, London, X0. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Original 13F HR (0001608108-15-000003) filed in 2015.02.12
#
Name
Shares
Value ($)
%
Options
Notes
1 SKYWORKS SOLUTIONS INC 146,808 10,674 2.32%
2 ELECTRONIC ARTS INC 206,067 9,688 2.10%
3 CENTENE CORP DEL 88,876 9,230 2.00%
4 PPG INDS INC 39,880 9,218 2.00%
5 SERVICENOW INC 133,300 9,044 1.96%
6 ROSS STORES INC 95,283 8,981 1.95%
7 TJX COS INC NEW 129,485 8,880 1.93%
8 SOUTHWEST AIRLS CO 208,860 8,839 1.92%
9 REGENERON PHARMACEUTICALS 21,200 8,697 1.89%
10 MASCO CORP 343,110 8,646 1.88%
11 APOLLO ED GROUP INC 252,721 8,620 1.87%
12 OLD DOMINION FREIGHT LINE IN 110,913 8,611 1.87%
13 BROADCOM CORP CL A 197,300 8,549 1.86%
14 MEDNAX INC 128,811 8,516 1.85%
15 IPG PHOTONICS CORP 113,200 8,481 1.84%
16 DOMINOS PIZZA INC 89,100 8,391 1.82%
17 EDWARDS LIFESCIENCES CORP 65,500 8,343 1.81%
18 COSTCO WHSL CORP NEW 58,802 8,335 1.81%
19 BROADRIDGE FINL SOLUTIONS IN 180,443 8,333 1.81%
20 ADOBE INC 114,142 8,298 1.80%
21 F5 NETWORKS INC 62,711 8,182 1.78%
22 NETEASE INC 82,300 8,159 1.77%
23 ULTIMATE SOFTWARE GROUP INCORPORATED 55,400 8,134 1.77%
24 GILEAD SCIENCES INC 85,900 8,097 1.76%
25 NEWMARKET CORP 19,868 8,017 1.74%
26 ROPER TECHNOLOGIES INC 51,214 8,007 1.74%
27 HERSHEY CO 76,884 7,991 1.74%
28 ALEXION PHARMACEUTIC 43,123 7,979 1.73%
29 DECKERS OUTDOOR CORP 87,600 7,975 1.73%
30 MOODYS CORP 81,703 7,828 1.70%
31 DANA INCORPORATED 357,889 7,781 1.69%
32 KROGER CO 118,500 7,609 1.65%
33 RR DONNELLEY & SONS CO 442,320 7,433 1.61%
34 INGREDION INC 87,546 7,427 1.61%
35 PITNEY BOWES INC 303,455 7,395 1.61%
36 VIPSHOP HLDGS LTD 373,000 7,288 1.58%
37 NEW JERSEY RES CORP 117,700 7,203 1.56%
38 VEEVA SYS INC 272,000 7,184 1.56%
39 AMDOCS LTD 152,550 7,117 1.55%
40 DOLBY LABORATORIES INC 165,002 7,115 1.55%
41 CITRIX SYS INC 111,462 7,111 1.54%
42 PUBLIC SVC ENTERPRISE GRP IN 171,654 7,108 1.54%
43 BITAUTO HLDGS LIMITED SPONSORED ADS 99,500 7,006 1.52%
44 TERADATA CORP DEL 158,477 6,922 1.50%
45 GENERAL DYNAMICS CORP 50,256 6,916 1.50%
46 NATIONAL FUEL GAS CO N J 95,381 6,632 1.44%
47 BALL CORP 74,600 5,085 1.10%
48 QUALCOMM INC 64,011 4,758 1.03%
49 CELGENE CORP 41,000 4,586 1.00%
50 HOME DEPOT INC 43,227 4,538 0.99%
Page 1 of 2