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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 (2015Q1)
Original 13F HR (0001608108-15-000004) filed in 2015.05.12
#
Name
Shares
Value ($)
%
Options
Notes
1 ELECTRONIC ARTS INC 147,867 8,697 1.65%
2 NETEASE INC 80,800 8,508 1.61%
3 CENTENE CORP DEL 118,852 8,402 1.59%
4 A O SMITH 127,200 8,352 1.58%
5 BROADRIDGE FINL SOLUTIONS IN 151,043 8,309 1.57%
6 NEWMARKET CORP COM 17,368 8,298 1.57%
7 TJX COS INC NEW 118,185 8,279 1.57%
8 MOODYS CORP 79,603 8,263 1.56%
9 IDEXX LAB 53,300 8,234 1.56%
10 BAIDU INC 39,500 8,232 1.56%
11 ROPER TECHNOLOGIES INC 47,614 8,190 1.55%
12 F5 NETWORKS INC 71,211 8,185 1.55%
13 KIMBERLY CLARK CORP 76,300 8,172 1.55%
14 SKYWORKS SOLUTIONS INC 82,608 8,120 1.54%
15 COSTCO WHSL CORP NEW 53,602 8,120 1.54%
16 FISERV INC 102,100 8,107 1.54%
17 HENRY SCHEIN INC 58,044 8,104 1.53%
18 CONSTELLATION BRANDS INC 69,400 8,065 1.53%
19 Ultimate Software Group Inc 47,300 8,039 1.52%
20 MEDNAX INC 110,811 8,035 1.52%
21 CVS HEALTH CORP 77,600 8,009 1.52%
22 PPG INDS INC 35,480 8,002 1.52%
23 ROSS STORES INC 75,583 7,963 1.51%
24 SERVICENOW INC 100,700 7,933 1.50%
25 ROBERT HALF 130,700 7,910 1.50%
26 GILEAD SCIENCES INC 80,500 7,899 1.50%
27 AVAGO TECHNOLOGIES LTD SHS 62,200 7,898 1.50%
28 DOMINOS PIZZA (USD) 78,300 7,873 1.49%
29 OLD DOMINION FREIGHT LINE IN 100,713 7,785 1.47%
30 BROADCOM CORP CL A 179,700 7,780 1.47%
31 REGENERON PHARMACEUTICALS 17,200 7,765 1.47%
32 CINTAS 94,372 7,704 1.46%
33 SOUTHWEST AIRLS CO 173,860 7,702 1.46%
34 ALEXION PHARMACEUTIC 43,723 7,577 1.43%
35 IPG PHOTONICS CORP 81,000 7,509 1.42%
36 ADOBE INC 101,142 7,478 1.42%
37 AMDOCS LTD 134,250 7,303 1.38%
38 TERADATA CORP DEL 165,277 7,295 1.38%
39 NEW JERSEY RES CORP 234,400 7,280 1.38%
40 RR DONNELLEY & SONS CO 378,420 7,262 1.38%
41 AMERICAN WTR WKS CO INC NEW 132,800 7,199 1.36%
42 LEAR 64,900 7,192 1.36%
43 PUBLIC SVC ENTERPRISE GRP IN 171,254 7,179 1.36%
44 BALL CORP 101,200 7,149 1.35%
45 PAYCHEX INC 108,000 7,141 1.35%
46 PITNEY BOWES INC COM 306,055 7,137 1.35%
47 NATIONAL FUEL GAS CO N J 118,281 7,136 1.35%
48 KROGER CO 92,800 7,114 1.35%
49 JETBLUE AIRWAYS CORP 366,700 7,059 1.34%
50 RPM INTL INC 147,100 7,059 1.34%
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