0001608108-17-000003.txt : 20170505 0001608108-17-000003.hdr.sgml : 20170505 20170505094117 ACCESSION NUMBER: 0001608108-17-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170505 DATE AS OF CHANGE: 20170505 EFFECTIVENESS DATE: 20170505 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: 17816421 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 false false 0001608108 XXXXXXXX 03-31-2017 03-31-2017 Ardevora Asset Management LLP
6 NEW BRIDGE STREET LONDON X0 EC4V 6AB
13F HOLDINGS REPORT 028-16500 N
Paul Synnott Head of Operations 02078420643 Paul Synnott London X0 05-05-2017 0 111 3028848 false
INFORMATION TABLE 2 2017Q1_13fHRInfoTable.xml 2017Q1_13FHRINFOTABLE 3M CO COM 88579Y101 30957 161800 SH SOLE 161800 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 21734 181300 SH SOLE 181300 0 0 ACTIVISION BLIZZARD INC COM 00507V109 26690 535300 SH SOLE 535300 0 0 ADOBE SYS INC COM 00724F101 24686 189700 SH SOLE 189700 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 34989 324482 SH SOLE 324482 0 0 ALLEGIANT TRAVEL CO COM 01748X102 26650 166300 SH SOLE 166300 0 0 AMAZON COM INC COM 023135106 23139 26100 SH SOLE 26100 0 0 AMDOCS LTD SHS G02602103 29065 476550 SH SOLE 476550 0 0 AMERICAN EAGLE OUTFITTERS NE COM 02553E106 16816 1198600 SH SOLE 1198600 0 0 AMPHENOL CORP NEW CL A 032095101 29564 415400 SH SOLE 415400 0 0 APACHE CORP COM 037411105 17899 348300 SH SOLE 348300 0 0 APPLIED MATLS INC COM 038222105 27880 716700 SH SOLE 716700 0 0 AVERY DENNISON CORP COM 053611109 30120 373700 SH SOLE 373700 0 0 BALL CORP COM 058498106 27045 364200 SH SOLE 364200 0 0 BAXTER INTL INC COM 071813109 22917 441900 SH SOLE 441900 0 0 BRIGHT HORIZONS FAM SOL IN D COM 109194100 28474 392800 SH SOLE 392800 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 20267 372700 SH SOLE 372700 0 0 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 32429 477243 SH SOLE 477243 0 0 BURLINGTON STORES INC COM 122017106 3220 33100 SH SOLE 33100 0 0 CELANESE CORP DEL COM SER A 150870103 3226 35900 SH SOLE 35900 0 0 CINEMARK HOLDINGS INC COM 17243V102 30244 682100 SH SOLE 682100 0 0 CINTAS CORP COM 172908105 34618 273572 SH SOLE 273572 0 0 CLOROX CO DEL COM 189054109 22908 169900 SH SOLE 169900 0 0 COACH INC COM 189754104 22066 533900 SH SOLE 533900 0 0 COGNEX CORP COM 192422103 39087 465600 SH SOLE 465600 0 0 COMCAST CORP NEW CL A 20030N101 26487 704618 SH SOLE 704618 0 0 COMMVAULT SYSTEMS INC COM 204166102 27681 544900 SH SOLE 544900 0 0 CONSOL ENERGY INC COM 20854P109 18097 1078500 SH SOLE 1078500 0 0 COSTCO WHSL CORP NEW COM 22160K105 29698 177102 SH SOLE 177102 0 0 BARD C R INC COM 067383109 34025 136900 SH SOLE 136900 0 0 DANAHER CORP DEL COM 235851102 21998 257200 SH SOLE 257200 0 0 DELUXE CORP COM 248019101 30218 418700 SH SOLE 418700 0 0 DEVON ENERGY CORP NEW COM 25179M103 20989 503100 SH SOLE 503100 0 0 DISCOVERY COMMUNICATNS NEW COM SER A 25470F104 29672 1020000 SH SOLE 1020000 0 0 DR PEPPER SNAPPLE GROUP INC COM 26138E109 30757 314100 SH SOLE 314100 0 0 ELECTRONIC ARTS INC COM 285512109 33540 374667 SH SOLE 374667 0 0 ENERGEN CORP COM 29265N108 28614 525600 SH SOLE 525600 0 0 EQUIFAX INC COM 294429105 34089 249300 SH SOLE 249300 0 0 F5 NETWORKS INC COM 315616102 27929 195900 SH SOLE 195900 0 0 FACEBOOK INC CL A 30303M102 25796 181600 SH SOLE 181600 0 0 FACTSET RESH SYS INC COM 303075105 27886 169100 SH SOLE 169100 0 0 GENERAL DYNAMICS CORP COM 369550108 31082 166036 SH SOLE 166036 0 0 GRAND CANYON ED INC COM 38526M106 37395 522200 SH SOLE 522200 0 0 HASBRO INC COM 418056107 32152 322100 SH SOLE 322100 0 0 HEICO CORP NEW COM 422806109 34400 394500 SH SOLE 394500 0 0 SCHEIN HENRY INC COM 806407102 30195 177649 SH SOLE 177649 0 0 HOLOGIC INC COM 436440101 30806 724000 SH SOLE 724000 0 0 HOME DEPOT INC COM 437076102 27168 185027 SH SOLE 185027 0 0 HORMEL FOODS CORP COM 440452100 26866 775800 SH SOLE 775800 0 0 HUNTINGTON INGALLS INDS INC COM 446413106 32014 159880 SH SOLE 159880 0 0 IDEXX LABS INC COM 45168D104 40106 259400 SH SOLE 259400 0 0 INTL PAPER CO COM 460146103 21774 428800 SH SOLE 428800 0 0 INTUIT COM 461202103 22108 190600 SH SOLE 190600 0 0 HENRY JACK & ASSOC INC COM 426281101 30658 329300 SH SOLE 329300 0 0 JOHNSON & JOHNSON COM 478160104 22705 182300 SH SOLE 182300 0 0 KAR AUCTION SVCS INC COM 48238T109 28075 642900 SH SOLE 642900 0 0 KENNAMETAL INC COM 489170100 31592 805300 SH SOLE 805300 0 0 LEGGETT & PLATT INC COM 524660107 29699 590200 SH SOLE 590200 0 0 LENNOX INTL INC COM 526107107 33008 197300 SH SOLE 197300 0 0 LOWES COS INC COM 548661107 24359 296300 SH SOLE 296300 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 26915 56200 SH SOLE 56200 0 0 MICROSOFT CORP COM 594918104 23433 355800 SH SOLE 355800 0 0 MONOLITHIC PWR SYS INC COM 609839105 33524 364000 SH SOLE 364000 0 0 MRC GLOBAL INC COM 55345K103 26738 1458700 SH SOLE 1458700 0 0 MSC INDL DIRECT INC CL A 553530106 31640 307900 SH SOLE 307900 0 0 NABORS INDUSTRIES LTD SHS G6359F103 26034 1991900 SH SOLE 1991900 0 0 NAVISTAR INTL CORP NEW COM 63934E108 25368 1030400 SH SOLE 1030400 0 0 NETAPP INC COM 64110D104 31228 746200 SH SOLE 746200 0 0 NETEASE INC SPONSORED ADR 64110W102 36096 127100 SH SOLE 127100 0 0 NORDSON CORP COM 655663102 30378 247300 SH SOLE 247300 0 0 NORDSTROM INC COM 655664100 18842 404600 SH SOLE 404600 0 0 NUCOR CORP COM 670346105 27573 461700 SH SOLE 461700 0 0 NVIDIA CORP COM 67066G104 33964 311800 SH SOLE 311800 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 21209 78600 SH SOLE 78600 0 0 PARKER HANNIFIN CORP COM 701094104 23391 145900 SH SOLE 145900 0 0 PAYCHEX INC COM 704326107 28425 482600 SH SOLE 482600 0 0 QUALCOMM INC COM 747525103 18848 328700 SH SOLE 328700 0 0 QUANTA SVCS INC COM 74762E102 29469 794100 SH SOLE 794100 0 0 QUEST DIAGNOSTICS INC COM 74834L100 3230 32900 SH SOLE 32900 0 0 QUINTILES IMS HOLDINGS INC COM 74876Y101 30014 372700 SH SOLE 372700 0 0 RED HAT INC COM 756577102 31590 365200 SH SOLE 365200 0 0 REPUBLIC SVCS INC COM 760759100 30758 489700 SH SOLE 489700 0 0 ROSS STORES INC COM 778296103 21638 328500 SH SOLE 328500 0 0 RPM INTL INC COM 749685103 29782 541200 SH SOLE 541200 0 0 SEAGATE TECHNOLOGY PLC SHS G7945M107 23351 508400 SH SOLE 508400 0 0 SHERWIN WILLIAMS CO COM 824348106 23761 76600 SH SOLE 76600 0 0 SMITH A O COM 831865209 29422 575100 SH SOLE 575100 0 0 SOUTHWESTERN ENERGY CO COM 845467109 22264 2725100 SH SOLE 2725100 0 0 SPECTRUM BRANDS HLDGS INC COM 84763R101 30179 217100 SH SOLE 217100 0 0 STARBUCKS CORP COM 855244109 23111 395800 SH SOLE 395800 0 0 SYNOPSYS INC COM 871607107 35344 490000 SH SOLE 490000 0 0 SYSCO CORP COM 871829107 20550 395800 SH SOLE 395800 0 0 TECHNIPFMC PLC COM G87110105 27355 841700 SH SOLE 841700 0 0 TELEFLEX INC COM 879369106 35162 181500 SH SOLE 181500 0 0 TEXAS INSTRS INC COM 882508104 33384 414400 SH SOLE 414400 0 0 TEXAS ROADHOUSE INC COM 882681109 27711 622300 SH SOLE 622300 0 0 TIMKEN CO COM 887389104 30352 671500 SH SOLE 671500 0 0 TJX COS INC NEW COM 872540109 29899 378085 SH SOLE 378085 0 0 TORO CO COM 891092108 33885 542500 SH SOLE 542500 0 0 TRACTOR SUPPLY CO COM 892356106 19919 288800 SH SOLE 288800 0 0 TRINITY INDS INC COM 896522109 27806 1047300 SH SOLE 1047300 0 0 UNION PAC CORP COM 907818108 22349 211000 SH SOLE 211000 0 0 UNITED PARCEL SERVICE INC CL B 911312106 20366 189803 SH SOLE 189803 0 0 UNITEDHEALTH GROUP INC COM 91324P102 32808 200035 SH SOLE 200035 0 0 VANTIV INC CL A 92210H105 26155 407900 SH SOLE 407900 0 0 VCA INC COM 918194101 35621 389300 SH SOLE 389300 0 0 VISA INC COM CL A 92826C839 22920 257900 SH SOLE 257900 0 0 VMWARE INC CL A COM 928563402 22934 248900 SH SOLE 248900 0 0 WATERS CORP COM 941848103 29292 187400 SH SOLE 187400 0 0 XILINX INC COM 983919101 28320 489200 SH SOLE 489200 0 0 YANDEX N V SHS CLASS A N97284108 34213 1560100 SH SOLE 1560100 0 0