Dark
Light
System
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 (2016Q4)
Portfolio Summary: 109 holdings with a total value of $2,789,761,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 NVIDIA CORPORATION 312,700 33,378,000 1.20%
2 NABORS INDUSTRIES LTD 1,981,300 32,493,000 1.16%
3 YANDEX N V 1,580,600 31,817,000 1.14%
4 CINTAS 268,272 31,002,000 1.11%
5 DR PEPPER SNAPPLE GROUP INC 341,300 30,946,000 1.11%
6 BARD C R INC 136,700 30,711,000 1.10%
7 VCA INCORPORATED 446,800 30,673,000 1.10%
8 UNITEDHEALTH GROUP INC 191,135 30,589,000 1.10%
9 TORO CO 545,800 30,538,000 1.09%
10 COGNEX CORP 478,600 30,449,000 1.09%
11 TEXAS INSTRS INC 416,100 30,363,000 1.09%
12 LENNOX INTL INC 197,300 30,220,000 1.08%
13 BROADRIDGE FINL SOLUTIONS IN 452,243 29,984,000 1.07%
14 TELEFLEX INC 185,600 29,909,000 1.07%
15 DELUXE CORP COM 416,800 29,847,000 1.07%
16 MONOLITHIC PWR SYS INC COM 363,100 29,749,000 1.07%
17 HEICO CORP NEW 385,200 29,718,000 1.07%
18 HENRY SCHEIN INC 194,944 29,575,000 1.06%
19 XILINX INC 489,400 29,545,000 1.06%
20 SYNOPSYS INC 498,900 29,365,000 1.05%
21 NAVISTAR INTL CORP NEW 934,400 29,312,000 1.05%
22 PAYCHEX INC 479,700 29,204,000 1.05%
23 BRIGHT HORIZONS FAM SOL IN DEL COM 416,600 29,170,000 1.05%
24 HENRY JACK & ASSOC INC COM 328,200 29,138,000 1.04%
25 A O SMITH 614,700 29,106,000 1.04%
26 MSC INDL DIRECT INC 311,900 28,816,000 1.03%
27 ELECTRONIC ARTS INC 364,467 28,705,000 1.03%
28 COSTCO WHSL CORP NEW 178,002 28,500,000 1.02%
29 EQUIFAX INC 240,600 28,446,000 1.02%
30 3M CO 159,100 28,410,000 1.02%
31 AVERY DENNISON 403,200 28,313,000 1.01%
32 HOLOGIC INC 703,400 28,220,000 1.01%
33 HORMEL FOODS CORP 806,800 28,085,000 1.01%
34 IDEXX LAB 239,000 28,028,000 1.00%
35 HUNTINGTON INGALLS INDS INC 151,400 27,886,000 1.00%
36 MRC GLOBAL INC 1,376,200 27,882,000 1.00%
37 FACTSET RESH SYS INC 170,300 27,832,000 1.00%
38 ALIBABA GROUP HLDG LTD 316,682 27,808,000 1.00%
39 TRINITY INDS INC 1,000,100 27,763,000 1.00%
40 RPM INTL INC 515,300 27,739,000 0.99%
41 ALLEGIANT TRAVEL CO COM 166,300 27,672,000 0.99%
42 QUANTA SVCS INC 791,600 27,587,000 0.99%
43 NETEASE INC 127,800 27,520,000 0.99%
44 REPUBLIC SVCS INC 481,400 27,464,000 0.98%
45 NORDSON CORP 244,300 27,374,000 0.98%
46 LEGGETT &PLATT INC 559,700 27,358,000 0.98%
47 TIMKEN CO COM 685,900 27,230,000 0.98%
48 TJX COS INC NEW 362,185 27,211,000 0.98%
49 KAR AUCTION SVCS INC 638,100 27,196,000 0.97%
50 ENERGEN CORP COM 470,600 27,140,000 0.97%
Page 1 of 3

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001608108-17-000002, filed 2017.02.10).

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.