0001608108-17-000004.txt : 20170717
0001608108-17-000004.hdr.sgml : 20170717
20170717111729
ACCESSION NUMBER: 0001608108-17-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170630
FILED AS OF DATE: 20170717
DATE AS OF CHANGE: 20170717
EFFECTIVENESS DATE: 20170717
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: 17966974
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
06-30-2017
06-30-2017
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
07-17-2017
0
97
3172530
false
INFORMATION TABLE
2
2017Q2_13fHRInfoTable.xml
2017Q2_13FHRINFOTABLE
ACCENTURE PLC IRELAND SHS
CLASS A
G1151C101
26047
210600
SH
SOLE
210600
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
31214
542200
SH
SOLE
542200
0
0
ADOBE SYS INC
COM
00724F101
27015
191000
SH
SOLE
191000
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
47453
336782
SH
SOLE
336782
0
0
AMAZON COM INC
COM
023135106
27491
28400
SH
SOLE
28400
0
0
AMPHENOL CORP NEW
CL A
032095101
34747
470700
SH
SOLE
470700
0
0
ANALOG DEVICES INC
COM
032654105
24561
315700
SH
SOLE
315700
0
0
APACHE CORP
COM
037411105
23989
500500
SH
SOLE
500500
0
0
APPLIED MATLS INC
COM
038222105
29483
713700
SH
SOLE
713700
0
0
ARISTA NETWORKS INC
COM
040413106
36384
242900
SH
SOLE
242900
0
0
BAXTER INTL INC
COM
071813109
28581
472100
SH
SOLE
472100
0
0
BEST BUY INC
COM
086516101
28665
500000
SH
SOLE
500000
0
0
BOEING CO
COM
097023105
25905
131000
SH
SOLE
131000
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
26138
469100
SH
SOLE
469100
0
0
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
39657
524843
SH
SOLE
524843
0
0
BURLINGTON STORES INC
COM
122017106
37035
402600
SH
SOLE
402600
0
0
CARNIVAL CORP
UNIT 99/99/9999
143658300
27710
422600
SH
SOLE
422600
0
0
CELANESE CORP DEL
COM SER A
150870103
39305
414000
SH
SOLE
414000
0
0
CERNER CORP
COM
156782104
27977
420900
SH
SOLE
420900
0
0
CINEMARK HOLDINGS INC
COM
17243V102
34386
885100
SH
SOLE
885100
0
0
CINTAS CORP
COM
172908105
37506
297572
SH
SOLE
297572
0
0
COGNEX CORP
COM
192422103
36346
428100
SH
SOLE
428100
0
0
COMCAST CORP NEW
CL A
20030N101
29230
751018
SH
SOLE
751018
0
0
COMMVAULT SYSTEMS INC
COM
204166102
36382
644500
SH
SOLE
644500
0
0
CONSOL ENERGY INC
COM
20854P109
23196
1552600
SH
SOLE
1552600
0
0
COSTCO WHSL CORP NEW
COM
22160K105
33314
208302
SH
SOLE
208302
0
0
BARD C R INC
COM
067383109
43465
137500
SH
SOLE
137500
0
0
DANAHER CORP DEL
COM
235851102
25207
298700
SH
SOLE
298700
0
0
DEVON ENERGY CORP NEW
COM
25179M103
20077
628000
SH
SOLE
628000
0
0
DISCOVERY COMMUNICATNS NEW
COM SER A
25470F104
34940
1352700
SH
SOLE
1352700
0
0
DR PEPPER SNAPPLE GROUP INC
COM
26138E109
34221
375600
SH
SOLE
375600
0
0
ELECTRONIC ARTS INC
COM
285512109
40054
378867
SH
SOLE
378867
0
0
ENERGEN CORP
COM
29265N108
32248
653200
SH
SOLE
653200
0
0
EQUIFAX INC
COM
294429105
37777
274900
SH
SOLE
274900
0
0
FACEBOOK INC
CL A
30303M102
29335
194300
SH
SOLE
194300
0
0
GENERAL DYNAMICS CORP
COM
369550108
34956
176456
SH
SOLE
176456
0
0
GRAND CANYON ED INC
COM
38526M106
39856
508300
SH
SOLE
508300
0
0
HEICO CORP NEW
COM
422806109
37667
524323
SH
SOLE
524323
0
0
HOLOGIC INC
COM
436440101
35569
783800
SH
SOLE
783800
0
0
HOME DEPOT INC
COM
437076102
29902
194927
SH
SOLE
194927
0
0
HUNTINGTON INGALLS INDS INC
COM
446413106
34030
182800
SH
SOLE
182800
0
0
IDEXX LABS INC
COM
45168D104
38483
238400
SH
SOLE
238400
0
0
ILLINOIS TOOL WKS INC
COM
452308109
26917
187900
SH
SOLE
187900
0
0
INTUIT
COM
461202103
27943
210400
SH
SOLE
210400
0
0
HENRY JACK & ASSOC INC
COM
426281101
36313
349600
SH
SOLE
349600
0
0
KENNAMETAL INC
COM
489170100
33293
889700
SH
SOLE
889700
0
0
KLA-TENCOR CORP
COM
482480100
32559
355800
SH
SOLE
355800
0
0
LAM RESEARCH CORP
COM
512807108
26900
190200
SH
SOLE
190200
0
0
LEAR CORP
COM NEW
521865204
34540
243100
SH
SOLE
243100
0
0
LEGGETT & PLATT INC
COM
524660107
35053
667300
SH
SOLE
667300
0
0
LENNOX INTL INC
COM
526107107
38950
212100
SH
SOLE
212100
0
0
LOWES COS INC
COM
548661107
24554
316700
SH
SOLE
316700
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
35755
294400
SH
SOLE
294400
0
0
MERCADOLIBRE INC
COM
58733R102
42599
169800
SH
SOLE
169800
0
0
METTLER TOLEDO INTERNATIONAL
COM
592688105
33959
57700
SH
SOLE
57700
0
0
MICROSOFT CORP
COM
594918104
26111
378800
SH
SOLE
378800
0
0
MONOLITHIC PWR SYS INC
COM
609839105
38117
395400
SH
SOLE
395400
0
0
MRC GLOBAL INC
COM
55345K103
33289
2015100
SH
SOLE
2015100
0
0
MSC INDL DIRECT INC
CL A
553530106
35931
418000
SH
SOLE
418000
0
0
NABORS INDUSTRIES LTD
SHS
G6359F103
26672
3276700
SH
SOLE
3276700
0
0
NAVISTAR INTL CORP NEW
COM
63934E108
35702
1361100
SH
SOLE
1361100
0
0
NETAPP INC
COM
64110D104
34295
856300
SH
SOLE
856300
0
0
NETEASE INC
SPONSORED ADR
64110W102
40976
136300
SH
SOLE
136300
0
0
NORDSON CORP
COM
655663102
34916
287800
SH
SOLE
287800
0
0
NORDSTROM INC
COM
655664100
29846
624000
SH
SOLE
624000
0
0
NVIDIA CORP
COM
67066G104
36371
251600
SH
SOLE
251600
0
0
OAKTREE CAP GROUP LLC UNIT
CL A
674001201
34596
742400
SH
SOLE
742400
0
0
O REILLY AUTOMOTIVE INC NEW
COM
67103H107
24565
112300
SH
SOLE
112300
0
0
PARKER HANNIFIN CORP
COM
701094104
26418
165300
SH
SOLE
165300
0
0
QUANTA SVCS INC
COM
74762E102
34652
1052600
SH
SOLE
1052600
0
0
QUEST DIAGNOSTICS INC
COM
74834L100
40885
367800
SH
SOLE
367800
0
0
QUINTILES IMS HOLDINGS INC
COM
74876Y101
36570
408600
SH
SOLE
408600
0
0
REPUBLIC SVCS INC
COM
760759100
34701
544500
SH
SOLE
544500
0
0
ROPER TECHNOLOGIES INC
COM
776696106
36767
158800
SH
SOLE
158800
0
0
RPM INTL INC
COM
749685103
34263
628100
SH
SOLE
628100
0
0
SANMINA CORPORATION
COM
801056102
36256
951600
SH
SOLE
951600
0
0
SCRIPPS NETWORKS INTERACT IN CL A
COM
811065101
36286
531200
SH
SOLE
531200
0
0
SEAGATE TECHNOLOGY PLC
SHS
G7945M107
23738
612600
SH
SOLE
612600
0
0
SHERWIN WILLIAMS CO
COM
824348106
28322
80700
SH
SOLE
80700
0
0
SPECTRUM BRANDS HLDGS INC
COM
84763R101
31735
253800
SH
SOLE
253800
0
0
STARBUCKS CORP
COM
855244109
24735
424200
SH
SOLE
424200
0
0
SYNOPSYS INC
COM
871607107
37202
510100
SH
SOLE
510100
0
0
SYSCO CORP
COM
871829107
24752
491800
SH
SOLE
491800
0
0
TECHNIPFMC PLC
COM
G87110105
30850
1134200
SH
SOLE
1134200
0
0
TELEFLEX INC
COM
879369106
36420
175300
SH
SOLE
175300
0
0
TERADYNE INC
COM
880770102
32468
1081200
SH
SOLE
1081200
0
0
TEXAS INSTRS INC
COM
882508104
27618
359000
SH
SOLE
359000
0
0
TEXAS ROADHOUSE INC
COM
882681109
37555
737100
SH
SOLE
737100
0
0
TJX COS INC NEW
COM
872540109
33522
464485
SH
SOLE
464485
0
0
TORO CO
COM
891092108
38976
562500
SH
SOLE
562500
0
0
TRINITY INDS INC
COM
896522109
36546
1303800
SH
SOLE
1303800
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
31639
170635
SH
SOLE
170635
0
0
VANTIV INC
CL A
92210H105
28756
454000
SH
SOLE
454000
0
0
VISA INC COM
CL A
92826C839
35318
376600
SH
SOLE
376600
0
0
VMWARE INC CL A
COM
928563402
24209
276900
SH
SOLE
276900
0
0
WOODWARD INC
COM
980745103
34344
508200
SH
SOLE
508200
0
0
ZOETIS INC
CL A
98978V103
28801
461700
SH
SOLE
461700
0
0