0001608108-16-000014.txt : 20161114 0001608108-16-000014.hdr.sgml : 20161111 20161114104148 ACCESSION NUMBER: 0001608108-16-000014 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161114 DATE AS OF CHANGE: 20161114 EFFECTIVENESS DATE: 20161114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Ardevora Asset Management LLP CENTRAL INDEX KEY: 0001608108 IRS NUMBER: 000000000 FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16500 FILM NUMBER: 161991900 BUSINESS ADDRESS: STREET 1: 6 NEW BRIDGE STREET CITY: LONDON STATE: X0 ZIP: EC4V 6AB BUSINESS PHONE: 0044 207 842 0641 MAIL ADDRESS: STREET 1: 6 NEW BRIDGE STREET CITY: LONDON STATE: X0 ZIP: EC4V 6AB 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001608108 XXXXXXXX 09-30-2016 09-30-2016 Ardevora Asset Management LLP
6 NEW BRIDGE STREET LONDON X0 EC4V 6AB
13F HOLDINGS REPORT 028-16500 N
Paul Synnott Head of Operations 442078420643 Paul Synnott London X0 11-14-2016 0 100 2717879 false
INFORMATION TABLE 2 2016Q3_13fHRInfoTable.xml 2016Q3_13FHRINFOTABLE * 3M CO COM 88579Y101 28355 160900 SH SOLE 160900 0 0 * ACCENTURE PLC IRELAND SHS CLASS A G1151C101 23860 195300 SH SOLE 195300 0 0 * ADOBE SYS INC COM 00724F101 23195 213700 SH SOLE 213700 0 0 * ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 30868 291782 SH SOLE 291782 0 0 * ALPHABET INC CAP STK CL A 02079K305 21790 27100 SH SOLE 27100 0 0 * ALTRIA GROUP INC COM 02209S103 19367 306300 SH SOLE 306300 0 0 * AMAZON COM INC COM 023135106 23193 27700 SH SOLE 27700 0 0 * AMDOCS LTD SHS G02602103 28008 484150 SH SOLE 484150 0 0 * AMERICAN EAGLE OUTFITTERS NE COM 02553E106 21155 1184500 SH SOLE 1184500 0 0 * AMERICAN WTR WKS CO INC NEW COM 030420103 28207 376900 SH SOLE 376900 0 0 * AMPHENOL CORP NEW CL A 032095101 29143 448900 SH SOLE 448900 0 0 * APACHE CORP COM 037411105 21167 331400 SH SOLE 331400 0 0 * AVERY DENNISON CORP COM 053611109 30999 398500 SH SOLE 398500 0 0 * BALL CORP COM 058498106 30207 368600 SH SOLE 368600 0 0 * BAXTER INTL INC COM 071813109 21767 457300 SH SOLE 457300 0 0 * BRIGHT HORIZONS FAM SOL IN D COM 109194100 30676 458600 SH SOLE 458600 0 0 * BROADRIDGE FINL SOLUTIONS IN COM 11133T103 30319 447243 SH SOLE 447243 0 0 * CINEMARK HOLDINGS INC COM 17243V102 28832 753200 SH SOLE 753200 0 0 * CINTAS CORP COM 172908105 30455 270472 SH SOLE 270472 0 0 * CLOROX CO DEL COM 189054109 22019 175900 SH SOLE 175900 0 0 * COACH INC COM 189754104 22144 605700 SH SOLE 605700 0 0 * COMCAST CORP NEW CL A 20030N101 23929 360709 SH SOLE 360709 0 0 * CONSOL ENERGY INC COM 20854P109 21613 1125700 SH SOLE 1125700 0 0 * COSTCO WHSL CORP NEW COM 22160K105 28840 189102 SH SOLE 189102 0 0 * BARD C R INC COM 067383109 30278 135000 SH SOLE 135000 0 0 * DANAHER CORP DEL COM 235851102 24434 311700 SH SOLE 311700 0 0 * DELUXE CORP COM 248019101 28399 425000 SH SOLE 425000 0 0 * DEVON ENERGY CORP NEW COM 25179M103 21032 476800 SH SOLE 476800 0 0 * DOMINOS PIZZA INC COM 25754A201 30704 202200 SH SOLE 202200 0 0 * DR PEPPER SNAPPLE GROUP INC COM 26138E109 31009 339600 SH SOLE 339600 0 0 * ELECTRONIC ARTS INC COM 285512109 32253 377667 SH SOLE 377667 0 0 * ENERGEN CORP COM 29265N108 28237 489200 SH SOLE 489200 0 0 * EQUIFAX INC COM 294429105 31478 233900 SH SOLE 233900 0 0 * FACEBOOK INC CL A 30303M102 23833 185800 SH SOLE 185800 0 0 * FACTSET RESH SYS INC COM 303075105 26357 162600 SH SOLE 162600 0 0 * FREEPORT-MCMORAN INC CL B 35671D857 13726 1263900 SH SOLE 1263900 0 0 * GENERAL DYNAMICS CORP COM 369550108 28775 185456 SH SOLE 185456 0 0 * GENERAL MLS INC COM 370334104 21470 336100 SH SOLE 336100 0 0 * GILEAD SCIENCES INC COM 375558103 28119 355400 SH SOLE 355400 0 0 * GRAND CANYON ED INC COM 38526M106 28879 715000 SH SOLE 715000 0 0 * HASBRO INC COM 418056107 29336 369800 SH SOLE 369800 0 0 * HEICO CORP NEW COM 422806109 31140 450000 SH SOLE 450000 0 0 * SCHEIN HENRY INC COM 806407102 30973 190044 SH SOLE 190044 0 0 * HOLOGIC INC COM 436440101 31464 810300 SH SOLE 810300 0 0 * HOME DEPOT INC COM 437076102 24285 188727 SH SOLE 188727 0 0 * HORMEL FOODS CORP COM 440452100 31880 840500 SH SOLE 840500 0 0 * HUNTINGTON INGALLS INDS INC COM 446413106 29242 190600 SH SOLE 190600 0 0 * IDEXX LABS INC COM 45168D104 28983 257100 SH SOLE 257100 0 0 * INTERPUBLIC GROUP COS INC COM 460690100 28416 1271400 SH SOLE 1271400 0 0 * INTERNATIONAL FLAVORS&FRAGRA COM 459506101 30024 210000 SH SOLE 210000 0 0 * HENRY JACK & ASSOC INC COM 426281101 28522 333400 SH SOLE 333400 0 0 * JOHNSON & JOHNSON COM 478160104 21819 184700 SH SOLE 184700 0 0 * KAR AUCTION SVCS INC COM 48238T109 29422 681700 SH SOLE 681700 0 0 * KENNAMETAL INC COM 489170100 27328 941700 SH SOLE 941700 0 0 * KIMBERLY CLARK CORP COM 494368103 29277 232100 SH SOLE 232100 0 0 * LEGGETT & PLATT INC COM 524660107 26888 589900 SH SOLE 589900 0 0 * LENNOX INTL INC COM 526107107 30856 196500 SH SOLE 196500 0 0 * LOWES COS INC COM 548661107 24140 334300 SH SOLE 334300 0 0 * MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 29697 419800 SH SOLE 419800 0 0 * METTLER TOLEDO INTERNATIONAL COM 592688105 23091 55000 SH SOLE 55000 0 0 * MICROSOFT CORP COM 594918104 22147 384500 SH SOLE 384500 0 0 * MONOLITHIC PWR SYS INC COM 609839105 32490 403600 SH SOLE 403600 0 0 * MURPHY OIL CORP COM 626717102 30330 997700 SH SOLE 997700 0 0 * NABORS INDUSTRIES LTD SHS G6359F103 32246 2651800 SH SOLE 2651800 0 0 * NETEASE INC SPONSORED ADR 64110W102 29664 123200 SH SOLE 123200 0 0 * NVIDIA CORP COM 67066G104 33321 486300 SH SOLE 486300 0 0 * OMNICOM GROUP INC COM 681919106 29113 342500 SH SOLE 342500 0 0 * O REILLY AUTOMOTIVE INC NEW COM 67103H107 24258 86600 SH SOLE 86600 0 0 * PAYCHEX INC COM 704326107 28102 485600 SH SOLE 485600 0 0 * PEPSICO INC COM 713448108 29216 268600 SH SOLE 268600 0 0 * PPG INDS INC COM 693506107 31479 304560 SH SOLE 304560 0 0 * QUINTILES TRANSNATIO HLDGS I COM 74876Y101 29725 366700 SH SOLE 366700 0 0 * RANGE RES CORP COM 75281A109 20185 520900 SH SOLE 520900 0 0 * RED HAT INC COM 756577102 30344 375400 SH SOLE 375400 0 0 * REPUBLIC SVCS INC COM 760759100 28318 561300 SH SOLE 561300 0 0 * ROSS STORES INC COM 778296103 22306 346900 SH SOLE 346900 0 0 * RPM INTL INC COM 749685103 29691 552700 SH SOLE 552700 0 0 * SABRE CORP COM 78573M104 32508 1153600 SH SOLE 1153600 0 0 * SHERWIN WILLIAMS CO COM 824348106 21856 79000 SH SOLE 79000 0 0 * SMITH A O COM 831865209 32285 326800 SH SOLE 326800 0 0 * SOUTHWESTERN ENERGY CO COM 845467109 24923 1800800 SH SOLE 1800800 0 0 * SPECTRUM BRANDS HLDGS INC COM 84763R101 30016 218000 SH SOLE 218000 0 0 * STARBUCKS CORP COM 855244109 24331 449400 SH SOLE 449400 0 0 * SYNOPSYS INC COM 871607107 31088 523800 SH SOLE 523800 0 0 * SYSCO CORP COM 871829107 21711 443000 SH SOLE 443000 0 0 * TELEFLEX INC COM 879369106 27577 164100 SH SOLE 164100 0 0 * TEXAS INSTRS INC COM 882508104 31111 443300 SH SOLE 443300 0 0 * TEXAS ROADHOUSE INC COM 882681109 25717 658900 SH SOLE 658900 0 0 * TJX COS INC NEW COM 872540109 28266 377985 SH SOLE 377985 0 0 * TORO CO COM 891092108 30811 657800 SH SOLE 657800 0 0 * TRACTOR SUPPLY CO COM 892356106 21781 323400 SH SOLE 323400 0 0 * UNION PAC CORP COM 907818108 22832 234100 SH SOLE 234100 0 0 * UNITED PARCEL SERVICE INC CL B 911312106 21840 199703 SH SOLE 199703 0 0 * UNITEDHEALTH GROUP INC COM 91324P102 31365 224035 SH SOLE 224035 0 0 * VANTIV INC CL A 92210H105 24719 439300 SH SOLE 439300 0 0 * VCA INC COM 918194101 31050 443700 SH SOLE 443700 0 0 * VISA INC COM CL A 92826C839 21750 263000 SH SOLE 263000 0 0 * VMWARE INC CL A COM 928563402 21873 298200 SH SOLE 298200 0 0 * XILINX INC COM 983919101 29403 541100 SH SOLE 541100 0 0 * YANDEX N V SHS CLASS A N97284108 30257 1437400 SH SOLE 1437400 0 0