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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 ADOBE INC 114,142 8,298 1.80%
2 AETNA INC NEW 16,700 1,483 0.32%
3 ALEXION PHARMACEUTIC 43,123 7,979 1.73%
4 AMDOCS LTD 152,550 7,117 1.55%
5 AMERISOURCEBERGEN CORP 16,600 1,497 0.33%
6 APOLLO ED GROUP INC 252,721 8,620 1.87%
7 BALL CORP 74,600 5,085 1.10%
8 BITAUTO HLDGS LIMITED SPONSORED ADS 99,500 7,006 1.52%
9 BOEING CO 23,048 2,996 0.65%
10 BROADCOM CORP CL A 197,300 8,549 1.86%
11 BROADRIDGE FINL SOLUTIONS IN 180,443 8,333 1.81%
12 CATERPILLAR INC 32,313 2,958 0.64%
13 CELGENE CORP 41,000 4,586 1.00%
14 CENTENE CORP DEL 88,876 9,230 2.00%
15 CHIPOTLE MEXICAN GRILL INC 2,300 1,574 0.34%
16 CIMAREX ENERGY 28,435 3,014 0.65%
17 CITRIX SYS INC 111,462 7,111 1.54%
18 COMCAST CORP NEW 75,909 4,403 0.96%
19 CONOCOPHILLIPS 23,756 1,641 0.36%
20 COSTCO WHSL CORP NEW 58,802 8,335 1.81%
21 DANA INCORPORATED 357,889 7,781 1.69%
22 DECKERS OUTDOOR CORP 87,600 7,975 1.73%
23 DISNEY WALT CO 16,300 1,535 0.33%
24 DOLBY LABORATORIES INC 165,002 7,115 1.55%
25 DOMINOS PIZZA INC 89,100 8,391 1.82%
26 DOW CHEM CO 66,523 3,034 0.66%
27 EDWARDS LIFESCIENCES CORP 65,500 8,343 1.81%
28 ELECTRONIC ARTS INC 206,067 9,688 2.10%
29 EOG RES INC 18,560 1,709 0.37%
30 F5 NETWORKS INC 62,711 8,182 1.78%
31 FACEBOOK INC 56,713 4,425 0.96%
32 GENERAL DYNAMICS CORP 50,256 6,916 1.50%
33 GILEAD SCIENCES INC 85,900 8,097 1.76%
34 HERSHEY CO 76,884 7,991 1.74%
35 HOME DEPOT INC 43,227 4,538 0.99%
36 INGREDION INC 87,546 7,427 1.61%
37 IPG PHOTONICS CORP 113,200 8,481 1.84%
38 ISHARES NASDAQ BIOTECHNOLOGY ETF 8,400 4,458 0.97%
39 KROGER CO 118,500 7,609 1.65%
40 MASCO CORP 343,110 8,646 1.88%
41 MEDNAX INC 128,811 8,516 1.85%
42 MONDELEZ INTL INC 89,500 3,251 0.71%
43 MOODYS CORP 81,703 7,828 1.70%
44 NABORS INDUSTRIES LTD 221,191 2,871 0.62%
45 NATIONAL FUEL GAS CO N J 95,381 6,632 1.44%
46 NETEASE INC 82,300 8,159 1.77%
47 NEW JERSEY RES CORP 117,700 7,203 1.56%
48 NEWMARKET CORP 19,868 8,017 1.74%
49 OCCIDENTAL PETE CORP DEL 20,295 1,636 0.36%
50 OLD DOMINION FREIGHT LINE IN 110,913 8,611 1.87%
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