0001608108-18-000005.txt : 20180508
0001608108-18-000005.hdr.sgml : 20180508
20180508114832
ACCESSION NUMBER: 0001608108-18-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180331
FILED AS OF DATE: 20180508
DATE AS OF CHANGE: 20180508
EFFECTIVENESS DATE: 20180508
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: 18813518
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
03-31-2018
03-31-2018
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
05-08-2018
0
117
3354351
false
INFORMATION TABLE
2
2018Q1_13fHRInfoTable.xml
2018Q1_13FHRINFOTABLE
ACCENTURE PLC IRELAND SHS
CLASS A
G1151C101
30378
197900
SH
SOLE
197900
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
19
279
SH
SOLE
279
0
0
AETNA INC NEW
COM
00817Y108
34882
206400
SH
SOLE
206400
0
0
ALASKA AIR GROUP INC
COM
011659109
15354
247810
SH
SOLE
247810
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
22343
121735
SH
SOLE
121735
0
0
AMERICAN WTR WKS CO INC NEW
COM
030420103
32495
395653
SH
SOLE
395653
0
0
AMPHENOL CORP NEW
CL A
032095101
35425
411300
SH
SOLE
411300
0
0
ANALOG DEVICES INC
COM
032654105
31616
346931
SH
SOLE
346931
0
0
APPLIED MATLS INC
COM
038222105
20
360
SH
SOLE
360
0
0
ARISTA NETWORKS INC
COM
040413106
19
73
SH
SOLE
73
0
0
BAXTER INTL INC
COM
071813109
29190
448800
SH
SOLE
448800
0
0
BECTON DICKINSON & CO
COM
075887109
35532
163970
SH
SOLE
163970
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
29418
465100
SH
SOLE
465100
0
0
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
47360
431763
SH
SOLE
431763
0
0
BURLINGTON STORES INC
COM
122017106
46973
352785
SH
SOLE
352785
0
0
CARNIVAL CORP
UNIT 99/99/9999
143658300
28658
437000
SH
SOLE
437000
0
0
CELANESE CORP DEL
COM SER A
150870103
34345
342728
SH
SOLE
342728
0
0
CENTENE CORP DEL
COM
15135B101
38815
363199
SH
SOLE
363199
0
0
CERNER CORP
COM
156782104
24801
427600
SH
SOLE
427600
0
0
CHEMOURS CO
COM
163851108
35423
727220
SH
SOLE
727220
0
0
CHURCH & DWIGHT INC
COM
171340102
38804
770540
SH
SOLE
770540
0
0
CINTAS CORP
COM
172908105
41015
240444
SH
SOLE
240444
0
0
COMCAST CORP NEW
CL A
20030N101
24017
702867
SH
SOLE
702867
0
0
COMMVAULT SYSTEMS INC
COM
204166102
39519
690900
SH
SOLE
690900
0
0
COSTCO WHSL CORP NEW
COM
22160K105
2940
15600
SH
SOLE
15600
0
0
DANAHER CORP DEL
COM
235851102
30744
314000
SH
SOLE
314000
0
0
DR PEPPER SNAPPLE GROUP INC
COM
26138E109
26830
226640
SH
SOLE
226640
0
0
EATON VANCE CORP
COM NON VTG
278265103
37127
666908
SH
SOLE
666908
0
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
44116
316200
SH
SOLE
316200
0
0
ELECTRONIC ARTS INC
COM
285512109
20
166
SH
SOLE
166
0
0
ENTEGRIS INC
COM
29362U104
5648
162300
SH
SOLE
162300
0
0
FACEBOOK INC
CL A
30303M102
27199
170217
SH
SOLE
170217
0
0
FERRARI N V
COM
N3167Y103
40959
339854
SH
SOLE
339854
0
0
FISERV INC
COM
337738108
38008
533000
SH
SOLE
533000
0
0
FORTIVE CORP
COM
34959J108
39079
504121
SH
SOLE
504121
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
31575
1797100
SH
SOLE
1797100
0
0
GENERAL DYNAMICS CORP
COM
369550108
21998
99583
SH
SOLE
99583
0
0
GRAND CANYON ED INC
COM
38526M106
39332
374872
SH
SOLE
374872
0
0
HEICO CORP NEW
COM
422806109
35
400
SH
SOLE
400
0
0
HOME DEPOT INC
COM
437076102
26152
146724
SH
SOLE
146724
0
0
HUNTINGTON INGALLS INDS INC
COM
446413106
34909
135434
SH
SOLE
135434
0
0
ILLINOIS TOOL WKS INC
COM
452308109
27102
173000
SH
SOLE
173000
0
0
INGEVITY CORP
COM
45688C107
36431
494388
SH
SOLE
494388
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
37926
522971
SH
SOLE
522971
0
0
INTUIT
COM
461202103
32832
189400
SH
SOLE
189400
0
0
IPG PHOTONICS CORP
COM
44980X109
21
88
SH
SOLE
88
0
0
IQVIA HLDGS INC
COM
46266C105
35735
364230
SH
SOLE
364230
0
0
HENRY JACK & ASSOC INC
COM
426281101
36766
303975
SH
SOLE
303975
0
0
KANSAS CITY SOUTHERN
COM NEW
485170302
35196
320400
SH
SOLE
320400
0
0
KLA-TENCOR CORP
COM
482480100
36562
335400
SH
SOLE
335400
0
0
LAM RESEARCH CORP
COM
512807108
21
101
SH
SOLE
101
0
0
LENNOX INTL INC
COM
526107107
37351
182760
SH
SOLE
182760
0
0
LOWES COS INC
COM
548661107
27281
310900
SH
SOLE
310900
0
0
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
32481
556655
SH
SOLE
556655
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
43630
249085
SH
SOLE
249085
0
0
MATTEL INC
COM
577081102
30392
2311192
SH
SOLE
2311192
0
0
MAXIM INTEGRATED PRODS INC
COM
57772K101
3862
64130
SH
SOLE
64130
0
0
MCKESSON CORP
COM
58155Q103
26878
190800
SH
SOLE
190800
0
0
MELCO RESORT ENTERTAINMENT L
ADR
585464100
34124
1177506
SH
SOLE
1177506
0
0
MERCADOLIBRE INC
COM
58733R102
38800
108870
SH
SOLE
108870
0
0
MICHAEL KORS HLDGS LTD
SHS
G60754101
38435
619125
SH
SOLE
619125
0
0
MICROCHIP TECHNOLOGY INC
COM
595017104
3059
33480
SH
SOLE
33480
0
0
MICROSOFT CORP
COM
594918104
32383
354800
SH
SOLE
354800
0
0
MKS INSTRUMENT INC
COM
55306N104
3347
28940
SH
SOLE
28940
0
0
MONOLITHIC PWR SYS INC
COM
609839105
21
178
SH
SOLE
178
0
0
MRC GLOBAL INC
COM
55345K103
35052
2132100
SH
SOLE
2132100
0
0
MSCI INC
COM
55354G100
43645
292000
SH
SOLE
292000
0
0
NASDAQ INC
COM
631103108
38479
446290
SH
SOLE
446290
0
0
NAVISTAR INTL CORP NEW
COM
63934E108
32731
935970
SH
SOLE
935970
0
0
NETEASE INC
SPONSORED ADR
64110W102
26453
94345
SH
SOLE
94345
0
0
NORDSON CORP
COM
655663102
35984
263930
SH
SOLE
263930
0
0
NORDSTROM INC
COM
655664100
28576
590300
SH
SOLE
590300
0
0
NVIDIA CORP
COM
67066G104
21
89
SH
SOLE
89
0
0
OAKTREE CAP GROUP LLC UNIT
CL A
674001201
34452
870000
SH
SOLE
870000
0
0
ORACLE CORP
COM
68389X105
27404
599000
SH
SOLE
599000
0
0
O REILLY AUTOMOTIVE INC NEW
COM
67103H107
27782
112303
SH
SOLE
112303
0
0
PARKER HANNIFIN CORP
COM
701094104
26407
154400
SH
SOLE
154400
0
0
PAYPAL HLDGS INC
COM
70450Y103
25217
332368
SH
SOLE
332368
0
0
QUEST DIAGNOSTICS INC
COM
74834L100
35429
353235
SH
SOLE
353235
0
0
RALPH LAUREN CORP
CL A
751212101
41701
373000
SH
SOLE
373000
0
0
REGENERON PHARMACEUTICALS
COM
75886F107
26963
78300
SH
SOLE
78300
0
0
REPUBLIC SVCS INC
COM
760759100
37658
568600
SH
SOLE
568600
0
0
ROPER TECHNOLOGIES INC
COM
776696106
39318
140075
SH
SOLE
140075
0
0
RPM INTL INC
COM
749685103
22761
477462
SH
SOLE
477462
0
0
S&P GLOBAL INC
COM
78409V104
42759
223800
SH
SOLE
223800
0
0
SANMINA CORPORATION
COM
801056102
18
700
SH
SOLE
700
0
0
SERVICENOW INC
COM
81762P102
50648
306124
SH
SOLE
306124
0
0
SHERWIN WILLIAMS CO
COM
824348106
28076
71600
SH
SOLE
71600
0
0
SKYWORKS SOLUTIONS INC
COM
83088M102
7088
70700
SH
SOLE
70700
0
0
SOUTHWEST AIRLS CO
COM
844741108
34150
596200
SH
SOLE
596200
0
0
STRYKER CORP
COM
863667101
36674
227900
SH
SOLE
227900
0
0
SYNOPSYS INC
COM
871607107
33214
399011
SH
SOLE
399011
0
0
SYSCO CORP
COM
871829107
27060
451300
SH
SOLE
451300
0
0
TABLEAU SOFTWARE INC
CL A
87336U105
43211
534660
SH
SOLE
534660
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
2499
25560
SH
SOLE
25560
0
0
TARGET CORP
COM
87612E106
30542
439900
SH
SOLE
439900
0
0
TE CONNECTIVITY LTD REG
SHS
H84989104
40055
400950
SH
SOLE
400950
0
0
TECHNIPFMC PLC
COM
G87110105
36733
1247300
SH
SOLE
1247300
0
0
TELEFLEX INC
COM
879369106
36038
141337
SH
SOLE
141337
0
0
TERADATA CORP DEL
COM
88076W103
39300
990685
SH
SOLE
990685
0
0
TERADYNE INC
COM
880770102
39079
854925
SH
SOLE
854925
0
0
TEXAS INSTRS INC
COM
882508104
31063
298995
SH
SOLE
298995
0
0
TEXAS ROADHOUSE INC
COM
882681109
39446
682700
SH
SOLE
682700
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
32497
157400
SH
SOLE
157400
0
0
TRINITY INDS INC
COM
896522109
33710
1033110
SH
SOLE
1033110
0
0
TWITTER INC
COM
90184L102
40510
1396400
SH
SOLE
1396400
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
25229
117891
SH
SOLE
117891
0
0
V F CORP
COM
918204108
38596
520720
SH
SOLE
520720
0
0
VISA INC COM
CL A
92826C839
39041
326375
SH
SOLE
326375
0
0
VMWARE INC CL A
COM
928563402
29954
247000
SH
SOLE
247000
0
0
WASTE MGMT INC DEL
COM
94106L109
36474
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SH
SOLE
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0
0
WATERS CORP
COM
941848103
37992
191252
SH
SOLE
191252
0
0
WEIBO CORP
SPONSORED ADR
948596101
2840
23760
SH
SOLE
23760
0
0
WORKDAY INC
CL A
98138H101
9974
78470
SH
SOLE
78470
0
0
WORLDPAY INC
CL A
981558109
32925
400356
SH
SOLE
400356
0
0
XILINX INC
COM
983919101
3006
41610
SH
SOLE
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0
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ZOETIS INC
CL A
98978V103
34189
409400
SH
SOLE
409400
0
0