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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 (2016Q2)
Portfolio Summary: 93 holdings with a total value of $2,398,040,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 OMNICOM GROUP INC 334,000 27,218,000 1.14%
52 QLIK TECHNOLOGIES INC COM 923,200 27,308,000 1.14%
53 XILINX INC 594,200 27,410,000 1.14%
54 INTERNATIONAL FLAVORS&FRAGRA 217,500 27,420,000 1.14%
55 ALIBABA GROUP HLDG LTD 345,282 27,460,000 1.15%
56 LEGGETT &PLATT INC 541,900 27,697,000 1.15%
57 QUINTILES IMS HOLDINGS INC 426,000 27,826,000 1.16%
58 FACTSET RESH SYS INC 172,900 27,910,000 1.16%
59 SABRE CORP 1,050,400 28,140,000 1.17%
60 TELEFLEX INC 159,700 28,316,000 1.18%
61 MOODYS CORP 302,603 28,357,000 1.18%
62 IPG PHOTONICS CORP 354,800 28,384,000 1.18%
63 HUNTINGTON INGALLS INDS INC 170,200 28,599,000 1.19%
64 3M CO 163,400 28,615,000 1.19%
65 PEPSICO INC 270,200 28,625,000 1.19%
66 TEXAS INSTRS INC 457,000 28,631,000 1.19%
67 IDEXX LAB 309,400 28,731,000 1.20%
68 MAGELLAN MIDSTREAM PRTNRS LP 378,400 28,758,000 1.20%
69 HOLOGIC INC 835,600 28,912,000 1.21%
70 HEICO CORP NEW 434,100 29,002,000 1.21%
71 BARD C R INC 123,600 29,066,000 1.21%
72 NEW JERSEY RES CORP 754,000 29,067,000 1.21%
73 ELECTRONIC ARTS INC 384,367 29,120,000 1.21%
74 VCA INCORPORATED 430,900 29,133,000 1.21%
75 BRIGHT HORIZONS FAM SOL IN DEL COM 439,700 29,157,000 1.22%
76 TJX COS INC NEW 378,585 29,238,000 1.22%
77 NVIDIA CORPORATION 624,900 29,377,000 1.23%
78 PPG INDS INC 282,760 29,449,000 1.23%
79 CINEMARK HOLDINGS INC 810,600 29,554,000 1.23%
80 HENRY SCHEIN INC 167,844 29,675,000 1.24%
81 AVERY DENNISON CORP 402,300 30,072,000 1.25%
82 AMERICAN WTR WKS CO INC NEW 356,300 30,111,000 1.26%
83 COSTCO WHSL CORP NEW 193,002 30,309,000 1.26%
84 DR PEPPER SNAPPLE GROUP INC 314,900 30,429,000 1.27%
85 TORO CO 346,600 30,570,000 1.27%
86 UNITEDHEALTH GROUP INC 217,035 30,645,000 1.28%
87 SYNOPSYS INC 568,700 30,755,000 1.28%
88 DOMINOS PIZZA INC 239,700 31,492,000 1.31%
89 CINTAS CORP 322,972 31,693,000 1.32%
90 NETEASE INC 164,100 31,707,000 1.32%
91 KIMBERLY CLARK CORP 230,700 31,717,000 1.32%
92 BROADRIDGE FINL SOLUTIONS IN 494,143 32,218,000 1.34%
93 A O SMITH 372,300 32,803,000 1.37%
Page 2 of 2

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001608108-16-000013, filed 2016.08.08).

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.