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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 (2015Q2)
Portfolio Summary: 91 holdings with a total value of $576,207,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 AUTOHOME INC 165,600 8,369,000 1.45%
2 CINTAS 98,372 8,321,000 1.44%
3 JETBLUE AIRWAYS CORP 398,600 8,275,000 1.44%
4 ALEXION PHARMACEUTIC 45,723 8,265,000 1.43%
5 BAIDU INC 41,500 8,262,000 1.43%
6 NETEASE INC 57,000 8,257,000 1.43%
7 SYNOPSYS INC 161,600 8,185,000 1.42%
8 IPG PHOTONICS CORP 96,000 8,177,000 1.42%
9 TJX COS INC NEW 123,485 8,171,000 1.42%
10 Ultimate Software Group Inc 49,600 8,151,000 1.41%
11 AVAGO TECHNOLOGIES LTD SHS 61,100 8,122,000 1.41%
12 REGENERON PHARMACEUTICALS 15,900 8,111,000 1.41%
13 CONSTELLATION BRANDS INC 69,900 8,110,000 1.41%
14 SKYWORKS SOLUTIONS INC 77,908 8,110,000 1.41%
15 NEWMARKET CORP COM 18,268 8,109,000 1.41%
16 KROGER CO 111,500 8,085,000 1.40%
17 ELECTRONIC ARTS INC 121,367 8,071,000 1.40%
18 GILEAD SCIENCES INC 68,800 8,055,000 1.40%
19 A O SMITH 111,900 8,055,000 1.40%
20 CENTENE CORP DEL 100,052 8,044,000 1.40%
21 ADOBE INC 99,242 8,040,000 1.40%
22 WABTEC 85,200 8,029,000 1.39%
23 CVS HEALTH CORP 76,500 8,023,000 1.39%
24 MOODYS CORP 74,303 8,022,000 1.39%
25 BROADRIDGE FINL SOLUTIONS IN 160,343 8,019,000 1.39%
26 DOMINOS PIZZA (USD) 70,700 8,017,000 1.39%
27 HENRY SCHEIN INC 56,344 8,008,000 1.39%
28 ROPER TECHNOLOGIES INC 46,414 8,005,000 1.39%
29 F5 NETWORKS INC 66,511 8,005,000 1.39%
30 FISERV INC 96,600 8,001,000 1.39%
31 KIMBERLY CLARK CORP 75,500 8,001,000 1.39%
32 MEDNAX INC 107,911 7,997,000 1.39%
33 IDEXX LAB 124,300 7,973,000 1.38%
34 SERVICENOW INC 107,300 7,973,000 1.38%
35 PPG INDS INC 69,260 7,946,000 1.38%
36 OLD DOMINION FREIGHT LINE IN 115,113 7,897,000 1.37%
37 ROBERT HALF 140,500 7,798,000 1.35%
38 COSTCO WHSL CORP NEW 57,502 7,766,000 1.35%
39 NATIONAL FUEL GAS CO N J 122,681 7,225,000 1.25%
40 FORTINET 173,400 7,167,000 1.24%
41 EDWARDS LIFESCIENCES CORP 50,200 7,150,000 1.24%
42 DELUXE CORP COM 115,300 7,149,000 1.24%
43 HONEYWELL INTL INC 70,000 7,138,000 1.24%
44 BROADCOM CORP CL A 138,600 7,137,000 1.24%
45 COGNEX CORP 148,200 7,128,000 1.24%
46 POLARIS INDS INC 48,100 7,124,000 1.24%
47 PUBLIC SVC ENTERPRISE GRP IN 181,354 7,124,000 1.24%
48 PAYCHEX INC 93,500 7,116,000 1.23%
49 RED HAT INC 93,500 7,099,000 1.23%
50 DOLBY LABORATORIES INC 178,602 7,087,000 1.23%
Page 1 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001608108-15-000006, filed 2015.08.12).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.