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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 A O SMITH 127,200 8,352 1.58%
2 ADOBE INC 101,142 7,478 1.42%
3 AETNA INC NEW 34,900 3,718 0.70%
4 ALEXION PHARMACEUTIC 43,723 7,577 1.43%
5 ALTRIA GROUP INC 133,100 6,658 1.26%
6 AMDOCS LTD 134,250 7,303 1.38%
7 AMERICAN WTR WKS CO INC NEW 132,800 7,199 1.36%
8 AMERISOURCEBERGEN CORP 33,400 3,797 0.72%
9 AVAGO TECHNOLOGIES LTD SHS 62,200 7,898 1.50%
10 BAIDU INC 39,500 8,232 1.56%
11 BALL CORP 101,200 7,149 1.35%
12 BROADCOM CORP CL A 179,700 7,780 1.47%
13 BROADRIDGE FINL SOLUTIONS IN 151,043 8,309 1.57%
14 CELGENE CORP 30,200 3,481 0.66%
15 CENTENE CORP DEL 118,852 8,402 1.59%
16 CHIPOTLE MEXICAN GRILL INC 5,500 3,578 0.68%
17 CINTAS CORP 94,372 7,704 1.46%
18 COMCAST CORP NEW 61,909 3,496 0.66%
19 CONOCOPHILLIPS 43,956 2,737 0.52%
20 CONSTELLATION BRANDS INC 69,400 8,065 1.53%
21 COSTCO WHSL CORP NEW 53,602 8,120 1.54%
22 CVS HEALTH CORP 77,600 8,009 1.52%
23 DISNEY WALT CO 34,500 3,619 0.69%
24 DOLBY LABORATORIES INC 177,102 6,758 1.28%
25 DOMINOS PIZZA INC 78,300 7,873 1.49%
26 DOW CHEM CO 58,323 2,798 0.53%
27 EDWARDS LIFESCIENCES CORP 47,600 6,781 1.28%
28 ELECTRONIC ARTS INC 147,867 8,697 1.65%
29 EOG RES INC 31,260 2,866 0.54%
30 EXXON MOBIL CORP 29,900 2,542 0.48%
31 F5 NETWORKS INC 71,211 8,185 1.55%
32 FACEBOOK INC 47,113 3,873 0.73%
33 FISERV INC 102,100 8,107 1.54%
34 GENERAL DYNAMICS CORP 51,056 6,930 1.31%
35 GILEAD SCIENCES INC 80,500 7,899 1.50%
36 HENRY SCHEIN INC 58,044 8,104 1.53%
37 HOME DEPOT INC 32,027 3,639 0.69%
38 HONEYWELL INTL INC 67,100 6,999 1.33%
39 IDEXX LAB 53,300 8,234 1.56%
40 INGREDION INC 88,646 6,898 1.31%
41 IPG PHOTONICS CORP 81,000 7,509 1.42%
42 ISHARES NASDAQ BIOTECHNOLOGY ETF 4,800 2,663 0.50%
43 JETBLUE AIRWAYS CORP 366,700 7,059 1.34%
44 KIMBERLY CLARK CORP 76,300 8,172 1.55%
45 KROGER CO 92,800 7,114 1.35%
46 LEAR CORP 64,900 7,192 1.36%
47 MAGELLAN MIDSTREAM PRTNRS LP 91,100 6,988 1.32%
48 MEDNAX INC 110,811 8,035 1.52%
49 MONDELEZ INTL INC 80,000 2,887 0.55%
50 MOODYS CORP 79,603 8,263 1.56%
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