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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 (2016Q4)
Portfolio Summary: 109 holdings with a total value of $2,789,761,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 TEXAS ROADHOUSE INC 561,900 27,106,000 0.97%
52 GRAND CANYON ED INC 463,500 27,092,000 0.97%
53 F5 NETWORKS INC 186,900 27,048,000 0.97%
54 FMC TECHNOLOGIES INC 760,800 27,031,000 0.97%
55 QUINTILES IMS HOLDINGS INC 353,900 26,914,000 0.96%
56 AMDOCS LTD 459,150 26,745,000 0.96%
57 NETAPP INC 756,700 26,689,000 0.96%
58 GENERAL DYNAMICS CORP 154,556 26,686,000 0.96%
59 CommVault Systems Inc 519,000 26,677,000 0.96%
60 SOUTHWESTERN ENERGY CO 2,464,900 26,670,000 0.96%
61 AMPHENOL CORP NEW 395,100 26,551,000 0.95%
62 NUCOR CORP 442,900 26,361,000 0.94%
63 DISCOVERY COMMUNICATNS NEW 950,500 26,053,000 0.93%
64 BALL CORP 346,600 26,019,000 0.93%
65 SPECTRUM BRANDS HLDGS INC 207,900 25,432,000 0.91%
66 CINEMARK HOLDINGS INC 654,000 25,087,000 0.90%
67 RED HAT INC 355,600 24,785,000 0.89%
68 HASBRO INC 318,300 24,761,000 0.89%
69 HOME DEPOT INC 183,427 24,594,000 0.88%
70 KENNAMETAL INC 776,000 24,258,000 0.87%
71 VANTIV INC 406,100 24,212,000 0.87%
72 WATERS CORP 179,700 24,150,000 0.87%
73 APPLIED MATLS INC 732,900 23,651,000 0.85%
74 COMCAST CORP NEW 342,009 23,616,000 0.85%
75 O REILLY AUTOMOTIVE INC NEW 83,700 23,303,000 0.84%
76 INTL PAPER CO 426,500 22,630,000 0.81%
77 MICROSOFT CORP 352,800 21,923,000 0.79%
78 UNION PAC CORP 210,000 21,773,000 0.78%
79 INTUIT 189,300 21,696,000 0.78%
80 UNITED PARCEL SERVICE INC 189,203 21,690,000 0.78%
81 FACEBOOK INC 185,400 21,330,000 0.76%
82 LOWES COS INC 298,400 21,222,000 0.76%
83 STARBUCKS CORP 379,700 21,081,000 0.76%
84 SHERWIN WILLIAMS CO 78,300 21,042,000 0.75%
85 ROSS STORES INC 320,400 21,018,000 0.75%
86 METTLER-TOLEDO 50,200 21,012,000 0.75%
87 DEVON ENERGY CORP NEW 459,900 21,004,000 0.75%
88 CLOROX CO DEL 174,600 20,955,000 0.75%
89 JOHNSON & JOHNSON 181,400 20,899,000 0.75%
90 TRACTOR SUPPLY CO 274,800 20,833,000 0.75%
91 APACHE CORP 327,200 20,767,000 0.74%
92 BRISTOL MYERS SQUIBB CO 352,300 20,588,000 0.74%
93 SYSCO CORP 370,700 20,526,000 0.74%
94 ACCENTURE PLC IRELAND 174,800 20,474,000 0.73%
95 ALPHABET INC 25,700 20,366,000 0.73%
96 QUALCOMM INC 311,900 20,336,000 0.73%
97 PARKER HANNIFIN CORP 145,100 20,314,000 0.73%
98 VISA INC 259,700 20,262,000 0.73%
99 DANAHER CORP DEL 257,900 20,075,000 0.72%
100 VMWARE INC 254,300 20,021,000 0.72%
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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.