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 VIPSHOP HLDGS LTD 373,000 7,288 1.58%
2 VEEVA SYS INC 272,000 7,184 1.56%
3 UNITEDHEALTH GROUP INC 33,835 3,420 0.74%
4 UNITED PARCEL SERVICE INC 32,903 3,658 0.79%
5 ULTIMATE SOFTWARE GROUP INCORPORATED 55,400 8,134 1.77%
6 TJX COS INC NEW 129,485 8,880 1.93%
7 TERADATA CORP DEL 158,477 6,922 1.50%
8 SUPERIOR ENERGY SVCS INC 132,285 2,666 0.58%
9 SOUTHWEST AIRLS CO 208,860 8,839 1.92%
10 SM ENERGY CO 70,666 2,726 0.59%
11 SKYWORKS SOLUTIONS INC 146,808 10,674 2.32%
12 SERVICENOW INC 133,300 9,044 1.96%
13 SALESFORCE COM INC 75,400 4,472 0.97%
14 RR DONNELLEY & SONS CO 442,320 7,433 1.61%
15 ROSS STORES INC 95,283 8,981 1.95%
16 ROPER TECHNOLOGIES INC 51,214 8,007 1.74%
17 REGENERON PHARMACEUTICALS 21,200 8,697 1.89%
18 QUALCOMM INC 64,011 4,758 1.03%
19 Patterson UTI Energy Inc Com 162,252 2,692 0.58%
20 PUBLIC SVC ENTERPRISE GRP IN 171,654 7,108 1.54%
21 PROCTER AND GAMBLE CO 35,462 3,230 0.70%
22 PPG INDS INC 39,880 9,218 2.00%
23 PITNEY BOWES INC 303,455 7,395 1.61%
24 PHARMACYCLICS INC 33,300 4,071 0.88%
25 OLD DOMINION FREIGHT LINE IN 110,913 8,611 1.87%
26 OCCIDENTAL PETE CORP DEL 20,295 1,636 0.36%
27 NEWMARKET CORP 19,868 8,017 1.74%
28 NEW JERSEY RES CORP 117,700 7,203 1.56%
29 NETEASE INC 82,300 8,159 1.77%
30 NATIONAL FUEL GAS CO N J 95,381 6,632 1.44%
31 NABORS INDUSTRIES LTD 221,191 2,871 0.62%
32 MOODYS CORP 81,703 7,828 1.70%
33 MONDELEZ INTL INC 89,500 3,251 0.71%
34 MEDNAX INC 128,811 8,516 1.85%
35 MASCO CORP 343,110 8,646 1.88%
36 KROGER CO 118,500 7,609 1.65%
37 ISHARES NASDAQ BIOTECHNOLOGY ETF 8,400 4,458 0.97%
38 IPG PHOTONICS CORP 113,200 8,481 1.84%
39 INGREDION INC 87,546 7,427 1.61%
40 HOME DEPOT INC 43,227 4,538 0.99%
41 HERSHEY CO 76,884 7,991 1.74%
42 GILEAD SCIENCES INC 85,900 8,097 1.76%
43 GENERAL DYNAMICS CORP 50,256 6,916 1.50%
44 FACEBOOK INC 56,713 4,425 0.96%
45 F5 NETWORKS INC 62,711 8,182 1.78%
46 EOG RES INC 18,560 1,709 0.37%
47 ELECTRONIC ARTS INC 206,067 9,688 2.10%
48 EDWARDS LIFESCIENCES CORP 65,500 8,343 1.81%
49 DOW CHEM CO 66,523 3,034 0.66%
50 DOMINOS PIZZA INC 89,100 8,391 1.82%
Page 1 of 2