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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 ROBERT HALF 702,100 26,792,000 1.12%
52 BALL CORP 368,400 26,632,000 1.11%
53 ENERGEN CORP COM 551,300 26,578,000 1.11%
54 AMPHENOL CORP NEW CL A 462,300 26,504,000 1.11%
55 RPM INTL INC 528,900 26,419,000 1.10%
56 RED HAT INC 361,400 26,238,000 1.09%
57 GRAND CANYON ED INC 656,400 26,203,000 1.09%
58 NABORS INDUSTRIES LTD 2,567,600 25,804,000 1.08%
59 WISDOMTREE INVTS INC 2,593,100 25,386,000 1.06%
60 VANTIV INC 428,800 24,270,000 1.01%
61 NETSUITE INC 331,900 24,162,000 1.01%
62 MURPHY OIL 753,700 23,930,000 1.00%
63 JETBLUE AIRWAYS CORP 1,444,500 23,921,000 1.00%
64 STARBUCKS CORP 412,900 23,585,000 0.98%
65 LOWES COS INC 297,300 23,537,000 0.98%
66 HOME DEPOT INC 183,827 23,473,000 0.98%
67 COMCAST CORP NEW 349,809 22,804,000 0.95%
68 SOUTHWESTERN ENERGY CO 1,807,100 22,733,000 0.95%
69 BAXTER INTL INC 500,400 22,628,000 0.94%
70 GENERAL MLS INC 313,000 22,323,000 0.93%
71 UNION PAC CORP 253,000 22,074,000 0.92%
72 COACH INC 536,100 21,841,000 0.91%
73 UNITED PARCEL SERVICE INC 200,903 21,641,000 0.90%
74 WILLIAMS SONOMA INC COM 413,300 21,545,000 0.90%
75 KENNAMETAL INC 967,800 21,398,000 0.89%
76 MICROSOFT CORP 416,700 21,323,000 0.89%
77 AMERICAN EAGLE OUTFITTERS IN 1,325,400 21,114,000 0.88%
78 AMAZON COM INC 29,400 21,039,000 0.88%
79 SHERWIN WILLIAMS CO 69,300 20,351,000 0.85%
80 METTLER-TOLEDO 55,700 20,326,000 0.85%
81 TRACTOR SUPPLY CO 220,000 20,060,000 0.84%
82 L BRANDS INC 298,600 20,045,000 0.84%
83 ACCENTURE PLC IRELAND 173,900 19,701,000 0.82%
84 BOEING CO 151,600 19,688,000 0.82%
85 DEVON ENERGY CORP NEW 540,100 19,579,000 0.82%
86 ALTRIA GROUP INC 277,700 19,150,000 0.80%
87 DOW CHEM CO 385,223 19,149,000 0.80%
88 VMWARE A 333,100 19,060,000 0.79%
89 APPLE INC 196,500 18,785,000 0.78%
90 CONSOL ENERGY INC 1,163,500 18,721,000 0.78%
91 APACHE CORP 324,700 18,076,000 0.75%
92 RANGE RES CORP 400,700 17,286,000 0.72%
93 FREEPORT-MCMORAN INC 1,098,100 12,233,000 0.51%
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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.