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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 VEEVA SYS INC 255,200 6,515 1.23%
2 UNITEDHEALTH GROUP INC 23,135 2,737 0.52%
3 UNITED PARCEL SERVICE INC 27,503 2,666 0.50%
4 UNION PAC CORP 31,700 3,433 0.65%
5 ULTIMATE SOFTWARE GROUP INCORPORATED 47,300 8,039 1.52%
6 TJX COS INC NEW 118,185 8,279 1.57%
7 TEXAS INSTRS INC 121,700 6,959 1.32%
8 TERADATA CORP DEL 165,277 7,295 1.38%
9 SOUTHWEST AIRLS CO 173,860 7,702 1.46%
10 SKYWORKS SOLUTIONS INC 82,608 8,120 1.54%
11 SERVICENOW INC 100,700 7,933 1.50%
12 SCHLUMBERGER LTD 33,800 2,820 0.53%
13 SALESFORCE COM INC 55,100 3,681 0.70%
14 RR DONNELLEY & SONS CO 378,420 7,262 1.38%
15 RPM INTL INC 147,100 7,059 1.34%
16 ROSS STORES INC 75,583 7,963 1.51%
17 ROPER TECHNOLOGIES INC 47,614 8,190 1.55%
18 ROBERT HALF INTL INC 130,700 7,910 1.50%
19 REGENERON PHARMACEUTICALS 17,200 7,765 1.47%
20 PUBLIC SVC ENTERPRISE GRP IN 171,254 7,179 1.36%
21 PROCTER AND GAMBLE CO 33,162 2,717 0.51%
22 PPG INDS INC 35,480 8,002 1.52%
23 PITNEY BOWES INC 306,055 7,137 1.35%
24 PHARMACYCLICS INC 14,300 3,660 0.69%
25 PAYCHEX INC 108,000 7,141 1.35%
26 OLD DOMINION FREIGHT LINE IN 100,713 7,785 1.47%
27 OCCIDENTAL PETE CORP DEL 37,695 2,752 0.52%
28 NVIDIA CORPORATION 304,800 6,378 1.21%
29 NEWMARKET CORP 17,368 8,298 1.57%
30 NEW JERSEY RES CORP 234,400 7,280 1.38%
31 NETEASE INC 80,800 8,508 1.61%
32 NATIONAL FUEL GAS CO N J 118,281 7,136 1.35%
33 MOODYS CORP 79,603 8,263 1.56%
34 MONDELEZ INTL INC 80,000 2,887 0.55%
35 MEDNAX INC 110,811 8,035 1.52%
36 MAGELLAN MIDSTREAM PRTNRS LP 91,100 6,988 1.32%
37 LEAR CORP 64,900 7,192 1.36%
38 KROGER CO 92,800 7,114 1.35%
39 KIMBERLY CLARK CORP 76,300 8,172 1.55%
40 JETBLUE AIRWAYS CORP 366,700 7,059 1.34%
41 ISHARES NASDAQ BIOTECHNOLOGY ETF 4,800 2,663 0.50%
42 IPG PHOTONICS CORP 81,000 7,509 1.42%
43 INGREDION INC 88,646 6,898 1.31%
44 IDEXX LAB 53,300 8,234 1.56%
45 HONEYWELL INTL INC 67,100 6,999 1.33%
46 HOME DEPOT INC 32,027 3,639 0.69%
47 HENRY SCHEIN INC 58,044 8,104 1.53%
48 GILEAD SCIENCES INC 80,500 7,899 1.50%
49 GENERAL DYNAMICS CORP 51,056 6,930 1.31%
50 FISERV INC 102,100 8,107 1.54%
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