0001104659-24-024058.txt : 20240214
0001104659-24-024058.hdr.sgml : 20240214
20240214171635
ACCESSION NUMBER: 0001104659-24-024058
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240214
DATE AS OF CHANGE: 20240214
EFFECTIVENESS DATE: 20240214
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: SCOPUS ASSET MANAGEMENT, L.P.
CENTRAL INDEX KEY: 0001317583
ORGANIZATION NAME:
IRS NUMBER: 134000532
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-11668
FILM NUMBER: 24640575
BUSINESS ADDRESS:
STREET 1: 717 FIFTH AVE, 21ST FL
CITY: NEW YORK
STATE: NY
ZIP: 10022
BUSINESS PHONE: 212-251-3295
MAIL ADDRESS:
STREET 1: 717 FIFTH AVE, 21ST FL
CITY: NEW YORK
STATE: NY
ZIP: 10022
FORMER COMPANY:
FORMER CONFORMED NAME: SCOPUS ASSET MANAGEMENT, LLC
DATE OF NAME CHANGE: 20050214
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001317583
XXXXXXXX
12-31-2023
12-31-2023
false
SCOPUS ASSET MANAGEMENT, L.P.
717 Fifth Ave, 21st Fl
New York
NY
10022
13F HOLDINGS REPORT
028-11668
Y
Mr. Alexander Mitchell is the investment manager of Scopus Advisors, LLC and Scopus Asset Management, L.P., which have investment discretion over the investment portfolios reported herein.
Daniel Aharon
Chief Operating Officer
212-251-3285
/s/ Daniel Aharon
New York
NY
02-14-2024
0
222
3957141059
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
21864000
200000
SH
Call
SOLE
200000
0
0
ACADEMY SPORTS & OUTDOORS IN
COM
00402L107
6600000
100000
SH
Call
SOLE
100000
0
0
ACADEMY SPORTS & OUTDOORS IN
COM
00402L107
64350000
975000
SH
SOLE
975000
0
0
ADVANCED DRAIN SYS INC DEL
COM
00790R104
12657600
90000
SH
Call
SOLE
90000
0
0
ADVANCED DRAIN SYS INC DEL
COM
00790R104
10085435
71711
SH
SOLE
71711
0
0
AERCAP HOLDINGS NV
SHS
N00985106
14120800
190000
SH
SOLE
190000
0
0
AGCO CORP
COM
001084102
12141000
100000
SH
Call
SOLE
100000
0
0
AIR FP
CALL
004012250
15456872
100000
SH
Call
SOLE
100000
0
0
AIR PRODS & CHEMS INC
COM
009158106
19166000
70000
SH
Put
SOLE
70000
0
0
ALIMENTATION COUCHE-TARD INC
COM
01626P148
16242714
275000
SH
SOLE
275000
0
0
ALIMENTATION COUCHE-TARD INC
PUT
00BL56KN2
8859662
150000
SH
Put
SOLE
150000
0
0
AMAZON COM INC
COM
023135106
75970000
500000
SH
SOLE
500000
0
0
AMERICAN EAGLE OUTFITTERS IN
COM
02553E106
12696000
600000
SH
SOLE
600000
0
0
AMERICAN EAGLE OUTFITTERS IN
COM
02553E106
6348000
300000
SH
Call
SOLE
300000
0
0
AMETEK INC
COM
031100100
23084600
140000
SH
Call
SOLE
140000
0
0
AMETEK INC
COM
031100100
3297800
20000
SH
Put
SOLE
20000
0
0
AMETEK INC
COM
031100100
19565683
118659
SH
SOLE
118659
0
0
AMPHENOL CORP NEW
CL A
032095101
10805170
109000
SH
SOLE
109000
0
0
AMPHENOL CORP NEW
CL A
032095101
9913000
100000
SH
Call
SOLE
100000
0
0
APTIV PLC
SHS
G6095L109
8972000
100000
SH
Call
SOLE
100000
0
0
ARCH RESOURCES INC
CL A
03940R107
10786100
65000
SH
SOLE
65000
0
0
ARHAUS INC
COM CL A
04035M102
23812575
2009500
SH
SOLE
2009500
0
0
ATLANTA BRAVES HLDGS INC
COM SER C
047726302
7995160
202000
SH
SOLE
202000
0
0
AXALTA COATING SYS LTD
COM
G0750C108
12738750
375000
SH
SOLE
375000
0
0
BATH & BODY WORKS INC
COM
070830104
63661000
1475000
SH
SOLE
1475000
0
0
BATH & BODY WORKS INC
COM
070830104
4316000
100000
SH
Call
SOLE
100000
0
0
BELLRING BRANDS INC
COMMON STOCK
07831C103
17460450
315000
SH
SOLE
315000
0
0
BHP GROUP LTD
SPONSORED ADS
088606108
20493000
300000
SH
Put
SOLE
300000
0
0
BOEING CO
COM
097023105
26066000
100000
SH
Call
SOLE
100000
0
0
BOEING CO
COM
097023105
26066000
100000
SH
Put
SOLE
100000
0
0
BOEING CO
COM
097023105
62558400
240000
SH
SOLE
240000
0
0
BURLINGTON STORES INC
COM
122017106
53482000
275000
SH
SOLE
275000
0
0
CAPSTONE COPPER CORP
COM
14071L108
21970328
4500000
SH
SOLE
4500000
0
0
CAPSTONE COPPER CORP
CALL
14071L108
1464689
300000
SH
Call
SOLE
300000
0
0
CARLISLE COS INC
COM
142339100
6248600
20000
SH
Call
SOLE
20000
0
0
CASEYS GEN STORES INC
COM
147528103
8104006
29497
SH
SOLE
29497
0
0
CATERPILLAR INC
COM
149123101
2956700
10000
SH
SOLE
10000
0
0
CATERPILLAR INC
COM
149123101
8870100
30000
SH
Call
SOLE
30000
0
0
CHURCH & DWIGHT CO INC
COM
171340102
5673600
60000
SH
SOLE
60000
0
0
CLEVELAND-CLIFFS INC NEW
COM
185899101
6126000
300000
SH
SOLE
300000
0
0
CLOROX CO DEL
COM
189054109
18536700
130000
SH
SOLE
130000
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
55602500
230000
SH
SOLE
230000
0
0
CONSTELLIUM SE
COM
N22035104
34686648
1737808
SH
SOLE
1737808
0
0
COVENANT LOGISTICS GROUP INC
CL A
22284P105
18077284
392643
SH
SOLE
392643
0
0
CRANE COMPANY
COMMON STOCK
224408104
3544200
30000
SH
Put
SOLE
30000
0
0
CRANE COMPANY
COMMON STOCK
224408104
38559360
326387
SH
SOLE
326387
0
0
CRH PLC
COM
12626K203
28355600
410000
SH
SOLE
410000
0
0
CROCS INC
COM
227046109
6326192
67725
SH
SOLE
67725
0
0
CROWN HLDGS INC
COM
228368106
14061498
152693
SH
SOLE
152693
0
0
CUMMINS INC
COM
231021106
7187100
30000
SH
Call
SOLE
30000
0
0
D R HORTON INC
COM
23331A109
15198000
100000
SH
Call
SOLE
100000
0
0
D R HORTON INC
COM
23331A109
15089638
99287
SH
SOLE
99287
0
0
DEERE & CO
COM
244199105
11996100
30000
SH
Call
SOLE
30000
0
0
DENISON MINES CORP
COM
248356107
4741503
2700000
SH
SOLE
2700000
0
0
DIREXION SHS ETF TR
NAS100 EQL WGT
25459Y207
8464000
100000
SH
Call
SOLE
100000
0
0
DOORDASH INC
CL A
25809K105
37083750
375000
SH
SOLE
375000
0
0
DOVER CORP
COM
260003108
10766700
70000
SH
Call
SOLE
70000
0
0
DOVER CORP
COM
260003108
10766700
70000
SH
SOLE
70000
0
0
DRAFTKINGS INC NEW
COM CL A
26142V105
17625000
500000
SH
Put
SOLE
500000
0
0
DRAFTKINGS INC NEW
COM CL A
26142V105
42300000
1200000
SH
SOLE
1200000
0
0
DSV A/S
COM
00B1WT5G2
13615093
77424
SH
SOLE
77424
0
0
EATON CORP PLC
SHS
G29183103
45299687
188106
SH
SOLE
188106
0
0
EATON CORP PLC
SHS
G29183103
30102500
125000
SH
Call
SOLE
125000
0
0
EATON CORP PLC
SHS
G29183103
12041000
50000
SH
Put
SOLE
50000
0
0
ELEMENT SOLUTIONS INC
COM
28618M106
27073800
1170000
SH
SOLE
1170000
0
0
EMERSON ELEC CO
COM
291011104
17324740
178000
SH
SOLE
178000
0
0
EMERSON ELEC CO
COM
291011104
19466000
200000
SH
Call
SOLE
200000
0
0
ENPRO INC
COM
29355X107
3918500
25000
SH
SOLE
25000
0
0
ETHAN ALLEN INTERIORS INC
COM
297602104
239400
7500
SH
SOLE
7500
0
0
FASTENAL CO
COM
311900104
9715500
150000
SH
Call
SOLE
150000
0
0
FERRARI NV
COM
N3167J106
11506620
34000
SH
SOLE
34000
0
0
FORTIVE CORP
COM
34959J108
7363000
100000
SH
Call
SOLE
100000
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
12771000
300000
SH
Put
SOLE
300000
0
0
GENERAL DYNAMICS CORP
COM
369550108
8694531
33483
SH
SOLE
33483
0
0
GENERAL ELECTRIC CO
COM NEW
369604301
72688348
569524
SH
SOLE
569524
0
0
GENERAL ELECTRIC CO
COM NEW
369604301
51052000
400000
SH
Call
SOLE
400000
0
0
GENERAL ELECTRIC CO
COM NEW
369604301
12763000
100000
SH
Put
SOLE
100000
0
0
GENERAL MTRS CO
COM
37045V100
7184000
200000
SH
Call
SOLE
200000
0
0
GFL ENVIRONMENTAL INC
SUB VTG SHS
36168Q104
2588250
75000
SH
SOLE
75000
0
0
GLOBAL X FDS
GLOBAL X URANIUM
37954Y871
2769000
100000
SH
SOLE
100000
0
0
GXO LOGISTICS INCORPORATED
COMMON STOCK
36262G101
34240609
559853
SH
SOLE
559853
0
0
GXO LOGISTICS INCORPORATED
COMMON STOCK
36262G101
30580000
500000
SH
Put
SOLE
500000
0
0
HALLIBURTON CO
COM
406216101
7230000
200000
SH
Call
SOLE
200000
0
0
HAYWARD HLDGS INC
COM
421298100
2720000
200000
SH
Call
SOLE
200000
0
0
HAYWARD HLDGS INC
COM
421298100
1816362
133556
SH
SOLE
133556
0
0
HEICO CORP NEW
COM
422806109
8943500
50000
SH
Call
SOLE
50000
0
0
HOME DEPOT INC
COM
437076102
27724000
80000
SH
SOLE
80000
0
0
HONEYWELL INTL INC
COM
438516106
10485500
50000
SH
Call
SOLE
50000
0
0
HOWMET AEROSPACE INC
COM
443201108
10250328
189400
SH
SOLE
189400
0
0
HUDBAY MINERALS INC
COM
443628102
9946257
1800000
SH
SOLE
1800000
0
0
HUNT J B TRANS SVCS INC
COM
445658107
19974000
100000
SH
Put
SOLE
100000
0
0
ILLINOIS TOOL WKS INC
COM
452308109
13097000
50000
SH
Call
SOLE
50000
0
0
INGERSOLL RAND INC
COM
45687V106
21268500
275000
SH
Call
SOLE
275000
0
0
INGERSOLL RAND INC
COM
45687V106
3867000
50000
SH
Put
SOLE
50000
0
0
INGERSOLL RAND INC
COM
45687V106
11601000
150000
SH
SOLE
150000
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
102380000
250000
SH
Put
SOLE
250000
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
30106500
150000
SH
Call
SOLE
150000
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
40142000
200000
SH
Put
SOLE
200000
0
0
ISHARES TR
US TRSPRTION
464287192
39364500
150000
SH
Put
SOLE
150000
0
0
ISHARES TR
1 3 YR TREAS BD
464287457
50782760
619000
SH
SOLE
619000
0
0
ITT INC
COM
45073V108
27012974
226391
SH
SOLE
226391
0
0
ITT INC
COM
45073V108
8352400
70000
SH
Call
SOLE
70000
0
0
ITT INC
COM
45073V108
4772800
40000
SH
Put
SOLE
40000
0
0
JACOBS SOLUTIONS INC
COM
46982L108
6490000
50000
SH
Call
SOLE
50000
0
0
JACOBS SOLUTIONS INC
COM
46982L108
20768000
160000
SH
SOLE
160000
0
0
JOHNSON CTLS INTL PLC
SHS
G51502105
14410000
250000
SH
Call
SOLE
250000
0
0
KELLANOVA
COM
487836108
24320850
435000
SH
SOLE
435000
0
0
KENNAMETAL INC
COM
489170100
5158000
200000
SH
Call
SOLE
200000
0
0
KEURIG DR PEPPER INC
COM
49271V100
30821000
925000
SH
SOLE
925000
0
0
KIRBY CORP
COM
497266106
13714066
174746
SH
SOLE
174746
0
0
KIRKLANDS INC
COM
497498105
75500
25000
SH
SOLE
25000
0
0
KRAFT HEINZ CO
COM
500754106
45485400
1230000
SH
SOLE
1230000
0
0
L3HARRIS TECHNOLOGIES INC
COM
502431109
16007120
76000
SH
SOLE
76000
0
0
L3HARRIS TECHNOLOGIES INC
COM
502431109
10531000
50000
SH
Call
SOLE
50000
0
0
LA Z BOY INC
COM
505336107
23444200
635000
SH
SOLE
635000
0
0
LAMB WESTON HLDGS INC
COM
513272104
49180950
455000
SH
SOLE
455000
0
0
LAUDER ESTEE COS INC
CL A
518439104
11700000
80000
SH
SOLE
80000
0
0
LEAR CORP
COM NEW
521865204
7060500
50000
SH
Call
SOLE
50000
0
0
LEGGETT & PLATT INC
COM
524660107
915950
35000
SH
SOLE
35000
0
0
LENNAR CORP
CL A
526057104
11178000
75000
SH
SOLE
75000
0
0
LENNAR CORP
CL A
526057104
22356000
150000
SH
Call
SOLE
150000
0
0
LENNOX INTL INC
COM
526107107
46989600
105000
SH
Call
SOLE
105000
0
0
LENNOX INTL INC
COM
526107107
17900800
40000
SH
Put
SOLE
40000
0
0
LENNOX INTL INC
COM
526107107
17016500
38024
SH
SOLE
38024
0
0
LINDE PLC
COM
G5494J103
25724821
62635
SH
SOLE
62635
0
0
LOUISIANA PAC CORP
COM
546347105
16090947
227177
SH
SOLE
227177
0
0
MAGNA INTL INC
COM
559222401
3544800
60000
SH
Call
SOLE
60000
0
0
MARATHON OIL CORP
COM
565849106
7248000
300000
SH
SOLE
300000
0
0
MARTEN TRANS LTD
COM
573075108
1049000
50000
SH
SOLE
50000
0
0
MASCO CORP
COM
574599106
23026987
343789
SH
SOLE
343789
0
0
MASCO CORP
COM
574599106
10047000
150000
SH
Call
SOLE
150000
0
0
MASCO CORP
COM
574599106
6698000
100000
SH
Put
SOLE
100000
0
0
MASTEC INC
COM
576323109
15144000
200000
SH
Call
SOLE
200000
0
0
META PLATFORMS INC
CL A
30303M102
70792000
200000
SH
SOLE
200000
0
0
MOBILEYE GLOBAL INC
COMMON CLASS A
60741F104
9174050
211774
SH
SOLE
211774
0
0
MOBILEYE GLOBAL INC
COMMON CLASS A
60741F104
4332000
100000
SH
Call
SOLE
100000
0
0
MONSTER BEVERAGE CORP NEW
COM
61174X109
43783600
760000
SH
SOLE
760000
0
0
MP MATERIALS CORP
COM CL A
553368101
3970000
200000
SH
Put
SOLE
200000
0
0
MSC INDL DIRECT INC
CL A
553530106
5063000
50000
SH
Call
SOLE
50000
0
0
NEXTRACKER INC
CLASS A COM
65290E101
3513750
75000
SH
SOLE
75000
0
0
NORDSTROM INC
COM
655664100
5535000
300000
SH
Call
SOLE
300000
0
0
NVENT ELECTRIC PLC
SHS
G6700G107
5909000
100000
SH
Call
SOLE
100000
0
0
NVENT ELECTRIC PLC
SHS
G6700G107
14181600
240000
SH
SOLE
240000
0
0
OSHKOSH CORP
COM
688239201
10841000
100000
SH
Call
SOLE
100000
0
0
OWENS CORNING NEW
COM
690742101
6284952
42400
SH
SOLE
42400
0
0
PARKER-HANNIFIN CORP
COM
701094104
41966084
91092
SH
SOLE
91092
0
0
PARKER-HANNIFIN CORP
COM
701094104
34552500
75000
SH
Call
SOLE
75000
0
0
PARKER-HANNIFIN CORP
COM
701094104
13821000
30000
SH
Put
SOLE
30000
0
0
PENTAIR PLC
SHS
G7S00T104
16359750
225000
SH
Call
SOLE
225000
0
0
PENTAIR PLC
SHS
G7S00T104
20213380
278000
SH
SOLE
278000
0
0
POOL CORP
COM
73278L105
4186455
10500
SH
SOLE
10500
0
0
POOL CORP
COM
73278L105
19935500
50000
SH
Call
SOLE
50000
0
0
PPG INDS INC
COM
693506107
28414500
190000
SH
SOLE
190000
0
0
PROCTER AND GAMBLE CO
COM
742718109
21981000
150000
SH
SOLE
150000
0
0
PROG HOLDINGS INC
COM NPV
74319R101
6954750
225000
SH
SOLE
225000
0
0
PVH CORPORATION
COM
693656100
70219000
575000
SH
SOLE
575000
0
0
QUANTA SVCS INC
COM
74762E102
35401990
164050
SH
SOLE
164050
0
0
QUANTA SVCS INC
COM
74762E102
48555000
225000
SH
Call
SOLE
225000
0
0
QUANTA SVCS INC
COM
74762E102
10790000
50000
SH
Put
SOLE
50000
0
0
QUEST RESOURCE HLDG CORP
COM NEW
74836W203
45834
6253
SH
SOLE
6253
0
0
RADIANT LOGISTICS INC
COM
75025X100
132800
20000
SH
SOLE
20000
0
0
REGAL REXNORD CORPORATION
COM
758750103
22203000
150000
SH
Call
SOLE
150000
0
0
RELIANCE STEEL & ALUMINUM CO
COM
759509102
15382400
55000
SH
SOLE
55000
0
0
REPUBLIC SVCS INC
COM
760759100
7420950
45000
SH
SOLE
45000
0
0
REPUBLIC SVCS INC
COM
760759100
12368250
75000
SH
Call
SOLE
75000
0
0
RH
COM
74967X103
2186100
7500
SH
SOLE
7500
0
0
RYDER SYS INC
COM
783549108
17259000
150000
SH
Put
SOLE
150000
0
0
SCHLUMBERGER LTD
COM STK
806857108
10408000
200000
SH
Call
SOLE
200000
0
0
SCHNEIDER NATIONAL INC
CL B
80689H102
6362500
250000
SH
Put
SOLE
250000
0
0
SCOTTS MIRACLE-GRO CO
CL A
810186106
637500
10000
SH
SOLE
10000
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
12576000
150000
SH
Call
SOLE
150000
0
0
SELECT SECTOR SPDR TR
INDL
81369Y704
102591000
900000
SH
Put
SOLE
900000
0
0
SIMON PPTY GROUP INC NEW
COM
828806109
14264000
100000
SH
SOLE
100000
0
0
SIMPLY GOOD FOODS CO
COM
82900L102
12474000
315000
SH
SOLE
315000
0
0
SKECHERS U S A INC
CL A
830566105
46755000
750000
SH
SOLE
750000
0
0
SOLVAY SA
COM
004821100
766596
25000
SH
SOLE
25000
0
0
SPDR SER TR
S&P METALS MNG
78464A755
8974500
150000
SH
Put
SOLE
150000
0
0
SPIRIT AEROSYSTEMS HLDGS INC
COM CL A
848574109
6356000
200000
SH
Call
SOLE
200000
0
0
SPROTT PHYSICAL URANIUM TRUS
COM
85210A104
23192409
1084200
SH
SOLE
1084200
0
0
STANLEY BLACK & DECKER INC
COM
854502101
3938323
40146
SH
SOLE
40146
0
0
STANLEY BLACK & DECKER INC
COM
854502101
9810000
100000
SH
Call
SOLE
100000
0
0
STEEL DYNAMICS INC
COM
858119100
5905000
50000
SH
Put
SOLE
50000
0
0
STELCO HOLDINGS INC
COM
858522105
1709598
45000
SH
SOLE
45000
0
0
SYENSQO SA
COM
00BPSLYH4
2605818
25000
SH
SOLE
25000
0
0
SYMBOTIC INC
CLASS A COM
87151X101
4749770
92534
SH
SOLE
92534
0
0
TAPESTRY INC
COM
876030107
3681000
100000
SH
Call
SOLE
100000
0
0
TAPESTRY INC
COM
876030107
25582950
695000
SH
SOLE
695000
0
0
TECK RESOURCES LTD
CL B
878742204
8454000
200000
SH
SOLE
200000
0
0
TECK RESOURCES LTD
CL B
878742204
4227000
100000
SH
Call
SOLE
100000
0
0
TELEDYNE TECHNOLOGIES INC
COM
879360105
4462900
10000
SH
SOLE
10000
0
0
TEMPUR SEALY INTL INC
COM
88023U101
57392220
1126000
SH
SOLE
1126000
0
0
TEREX CORP NEW
COM
880779103
8619000
150000
SH
Call
SOLE
150000
0
0
TEXTRON INC
COM
883203101
10454600
130000
SH
Call
SOLE
130000
0
0
TEXTRON INC
COM
883203101
9650400
120000
SH
SOLE
120000
0
0
TFI INTL INC
COM
87241L109
13598000
100000
SH
Call
SOLE
100000
0
0
TIMKEN CO
COM
887389104
7213500
90000
SH
Call
SOLE
90000
0
0
TOLL BROTHERS INC
COM
889478103
2055800
20000
SH
SOLE
20000
0
0
TRANSDIGM GROUP INC
COM
893641100
28027390
27706
SH
SOLE
27706
0
0
TRANSDIGM GROUP INC
COM
893641100
20232000
20000
SH
Call
SOLE
20000
0
0
TRANSDIGM GROUP INC
COM
893641100
20232000
20000
SH
Put
SOLE
20000
0
0
UNION PAC CORP
COM
907818108
40240661
163833
SH
SOLE
163833
0
0
UNITED RENTALS INC
COM
911363109
22936800
40000
SH
Call
SOLE
40000
0
0
UNIVERSAL LOGISTICS HLDGS IN
COM
91388P105
2675910
95500
SH
SOLE
95500
0
0
VALE S A
SPONSORED ADS
91912E105
10309000
650000
SH
SOLE
650000
0
0
VALE S A
SPONSORED ADS
91912E105
1586000
100000
SH
Put
SOLE
100000
0
0
VALMONT INDS INC
COM
920253101
36661
157
SH
SOLE
157
0
0
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
20415500
350000
SH
SOLE
350000
0
0
VERTIV HOLDINGS CO
COM CL A
92537N108
7492680
156000
SH
SOLE
156000
0
0
VERTIV HOLDINGS CO
COM CL A
92537N108
14409000
300000
SH
Call
SOLE
300000
0
0
VICTORIAS SECRET AND CO
COMMON STOCK
926400102
5308000
200000
SH
Call
SOLE
200000
0
0
VICTORIAS SECRET AND CO
COMMON STOCK
926400102
8994671
338910
SH
SOLE
338910
0
0
VONTIER CORPORATION
COM
928881101
5182500
150000
SH
Call
SOLE
150000
0
0
WASTE CONNECTIONS INC
COM
94106B101
7463500
50000
SH
Call
SOLE
50000
0
0
WASTE CONNECTIONS INC
COM
94106B101
5970800
40000
SH
SOLE
40000
0
0
WATSCO INC
COM
942622200
20352325
47500
SH
SOLE
47500
0
0
WATSCO INC
COM
942622200
55701100
130000
SH
Call
SOLE
130000
0
0
WATSCO INC
COM
942622200
8569400
20000
SH
Put
SOLE
20000
0
0
WAYFAIR INC
CL A
94419L101
617000
10000
SH
SOLE
10000
0
0
WESCO INTL INC
COM
95082P105
3129840
18000
SH
SOLE
18000
0
0
WEST FRASER TIMBER CO LTD
COM
952845105
4975192
57981
SH
SOLE
57981
0
0
XPO INC
COM
983793100
19751633
225501
SH
SOLE
225501
0
0
ZILLOW GROUP INC
CL C CAP STK
98954M200
8389700
145000
SH
SOLE
145000
0
0