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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 RR DONNELLEY & SONS CO 442,320 7,433 1.61%
2 VIPSHOP HLDGS LTD 373,000 7,288 1.58%
3 DANA INCORPORATED 357,889 7,781 1.69%
4 MASCO CORP 343,110 8,646 1.88%
5 PITNEY BOWES INC 303,455 7,395 1.61%
6 VEEVA SYS INC 272,000 7,184 1.56%
7 APOLLO ED GROUP INC 252,721 8,620 1.87%
8 NABORS INDUSTRIES LTD 221,191 2,871 0.62%
9 SOUTHWEST AIRLS CO 208,860 8,839 1.92%
10 ELECTRONIC ARTS INC 206,067 9,688 2.10%
11 BROADCOM CORP CL A 197,300 8,549 1.86%
12 BROADRIDGE FINL SOLUTIONS IN 180,443 8,333 1.81%
13 PUBLIC SVC ENTERPRISE GRP IN 171,654 7,108 1.54%
14 DOLBY LABORATORIES INC 165,002 7,115 1.55%
15 Patterson UTI Energy Inc Com 162,252 2,692 0.58%
16 TERADATA CORP DEL 158,477 6,922 1.50%
17 AMDOCS LTD 152,550 7,117 1.55%
18 SKYWORKS SOLUTIONS INC 146,808 10,674 2.32%
19 SERVICENOW INC 133,300 9,044 1.96%
20 SUPERIOR ENERGY SVCS INC 132,285 2,666 0.58%
21 TJX COS INC NEW 129,485 8,880 1.93%
22 MEDNAX INC 128,811 8,516 1.85%
23 KROGER CO 118,500 7,609 1.65%
24 NEW JERSEY RES CORP 117,700 7,203 1.56%
25 ADOBE INC 114,142 8,298 1.80%
26 IPG PHOTONICS CORP 113,200 8,481 1.84%
27 CITRIX SYS INC 111,462 7,111 1.54%
28 OLD DOMINION FREIGHT LINE IN 110,913 8,611 1.87%
29 BITAUTO HLDGS LIMITED SPONSORED ADS 99,500 7,006 1.52%
30 NATIONAL FUEL GAS CO N J 95,381 6,632 1.44%
31 ROSS STORES INC 95,283 8,981 1.95%
32 MONDELEZ INTL INC 89,500 3,251 0.71%
33 DOMINOS PIZZA INC 89,100 8,391 1.82%
34 CENTENE CORP DEL 88,876 9,230 2.00%
35 DECKERS OUTDOOR CORP 87,600 7,975 1.73%
36 INGREDION INC 87,546 7,427 1.61%
37 GILEAD SCIENCES INC 85,900 8,097 1.76%
38 NETEASE INC 82,300 8,159 1.77%
39 MOODYS CORP 81,703 7,828 1.70%
40 HERSHEY CO 76,884 7,991 1.74%
41 COMCAST CORP NEW 75,909 4,403 0.96%
42 SALESFORCE COM INC 75,400 4,472 0.97%
43 BALL CORP 74,600 5,085 1.10%
44 SM ENERGY CO 70,666 2,726 0.59%
45 DOW CHEM CO 66,523 3,034 0.66%
46 EDWARDS LIFESCIENCES CORP 65,500 8,343 1.81%
47 QUALCOMM INC 64,011 4,758 1.03%
48 F5 NETWORKS INC 62,711 8,182 1.78%
49 COSTCO WHSL CORP NEW 58,802 8,335 1.81%
50 FACEBOOK INC 56,713 4,425 0.96%
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