0001144204-17-008950.txt : 20170214
0001144204-17-008950.hdr.sgml : 20170214
20170214170641
ACCESSION NUMBER: 0001144204-17-008950
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20161231
FILED AS OF DATE: 20170214
DATE AS OF CHANGE: 20170214
EFFECTIVENESS DATE: 20170214
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: SCOPUS ASSET MANAGEMENT, L.P.
CENTRAL INDEX KEY: 0001317583
IRS NUMBER: 134000532
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-11668
FILM NUMBER: 17610284
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
13F-HR
LIVE
false
false
false
0001317583
XXXXXXXX
12-31-2016
12-31-2016
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
02-14-2017
0
188
4505721
INFORMATION TABLE
2
infotable.xml
ADIDAS
COM
004031976
30026
190000
SH
DFND
190000
0
0
ADVANSIX INC
COM
00773T101
4317
195000
SH
DFND
195000
0
0
AECOM
COM
00766T100
3636
100000
SH
DFND
100000
0
0
AIR PRODS & CHEMS INC
COM
009158106
7191
50000
SH
DFND
50000
0
0
AK STL HLDG CORP
COM
001547108
4176
409000
SH
DFND
409000
0
0
APERAM
COM
00B56C6H1
8006
175000
SH
DFND
175000
0
0
ARCELORMITTAL
COM
00B03XPL1
20270
2745000
SH
DFND
2745000
0
0
ARCH COAL INC
CL A
039380407
2342
30000
SH
DFND
30000
0
0
ASHLAND GLOBAL HLDGS INC
COM
044186104
3825
35000
SH
DFND
35000
0
0
ATKORE INTL GROUP INC
COM
047649108
1793
75000
SH
DFND
75000
0
0
AUTOZONE INC
COM
053332102
64892
82164
SH
DFND
82164
0
0
AVIS BUDGET GROUP
COM
053774105
7336
200000
SH
Put
DFND
200000
0
0
BALL CORP
COM
058498106
6381
85000
SH
DFND
85000
0
0
BERRY PLASTICS GROUP INC
COM
08579W103
716
14700
SH
DFND
14700
0
0
BLOOMIN BRANDS INC
COM
094235108
4958
275000
SH
DFND
275000
0
0
BOYD GAMING CORP
COM
103304101
22187
1100000
SH
DFND
1100000
0
0
BRUNSWICK CORP
COM
117043109
66812
1225000
SH
DFND
1225000
0
0
BURLINGTON STORES INC
COM
122017106
22359
263821
SH
DFND
263821
0
0
CALLAWAY GOLF CO
COM
131193104
29044
2650000
SH
DFND
2650000
0
0
CANADIAN NATL RY CO
COM
136375102
37054
549769
SH
DFND
549769
0
0
CANADIAN PAC RY LTD
COM
13645T100
15791
110607
SH
DFND
110607
0
0
CARMAX INC
COM
143130102
16098
250000
SH
Call
DFND
250000
0
0
CBS CORP NEW
CL B
124857202
32198
506100
SH
DFND
506100
0
0
CELADON GROUP INC
COM
150838100
1309
183046
SH
DFND
183046
0
0
CELANESE CORP DEL
COM SER A
150870103
6693
85000
SH
DFND
85000
0
0
CHARTER COMMUNICATIONS INC N
CL A
16119P108
125070
434390
SH
DFND
434390
0
0
CHARTER COMMUNICATIONS INC N
CL A
16119P108
57584
200000
SH
Put
DFND
200000
0
0
CHEMOURS CO
COM
163851108
1767
80000
SH
DFND
80000
0
0
CHEMTURA CORP
COM NEW
163893209
8217
247500
SH
DFND
247500
0
0
CINTAS CORP
COM
172908105
17415
150698
SH
DFND
150698
0
0
CLUBCORP HLDGS INC
COM
18948M108
7175
500000
SH
DFND
500000
0
0
COACH INC
COM
189754104
38687
1104700
SH
DFND
1104700
0
0
COLFAX CORP
COM
194014106
14013
390000
SH
DFND
390000
0
0
COMCAST CORP NEW
CL A
20030N101
80581
1167000
SH
DFND
1167000
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
98978
645610
SH
DFND
645610
0
0
COSTCO WHSL CORP NEW
COM
22160K105
95395
595812
SH
DFND
595812
0
0
CUMMINS INC
COM
231021106
44705
327100
SH
DFND
327100
0
0
DECKERS OUTDOOR CORP
COM
243537107
12393
223741
SH
DFND
223741
0
0
DEL FRISCOS RESTAURANT GROUP
COM
245077102
1700
100000
SH
DFND
100000
0
0
DELPHI AUTOMOTIVE PLC
SHS
G27823106
6735
100000
SH
DFND
100000
0
0
DILLARDS INC
CL A
254067101
7836
125000
SH
Call
DFND
125000
0
0
DISNEY WALT CO
COM DISNEY
254687106
20844
200000
SH
DFND
200000
0
0
DOLLAR TREE INC
COM
256746108
11577
150000
SH
Call
DFND
150000
0
0
EAGLE MATERIALS INC
COM
26969P108
25519
259000
SH
DFND
259000
0
0
EASTMAN CHEM CO
COM
277432100
3761
50000
SH
DFND
50000
0
0
EBAY INC
COM
278642103
25237
850000
SH
DFND
850000
0
0
ELECTRONIC ARTS INC
COM
285512109
80926
1027500
SH
DFND
1027500
0
0
EMERSON ELEC CO
COM
291011104
13484
241862
SH
DFND
241862
0
0
EXTENDED STAY AMER INC
UNIT 99/99/9999B
30224P200
16150
1000000
SH
DFND
1000000
0
0
FASTENAL CO
COM
311900104
24665
525000
SH
DFND
525000
0
0
FERRO CORP
COM
315405100
3263
227700
SH
DFND
227700
0
0
FIBRIA CELULOSE S A
SP ADR REP COM
31573A109
961
100000
SH
DFND
100000
0
0
FINISH LINE INC
CL A
317923100
3762
200000
SH
Call
DFND
200000
0
0
FIVE BELOW INC
COM
33829M101
7992
200000
SH
Call
DFND
200000
0
0
FOOT LOCKER INC
COM
344849104
65702
926817
SH
DFND
926817
0
0
FORTIVE CORP
COM
34959J108
13113
244500
SH
DFND
244500
0
0
GAMING & LEISURE PPTYS INC
COM
36467J108
17607
575000
SH
DFND
575000
0
0
GENERAL DYNAMICS CORP
COM
369550108
82877
480000
SH
DFND
480000
0
0
GENERAL DYNAMICS CORP
COM
369550108
34532
200000
SH
Put
DFND
200000
0
0
GENESEE & WYO INC
CL A
371559105
24760
356725
SH
DFND
356725
0
0
GENUINE PARTS CO
COM
372460105
12134
127000
SH
DFND
127000
0
0
GRAY TELEVISION INC
COM
389375106
8538
786948
SH
DFND
786948
0
0
GREEN PLAINS INC
COM
393222104
4178
150000
SH
DFND
150000
0
0
HANESBRANDS INC
COM
410345102
71333
3307066
SH
DFND
3307066
0
0
HD SUPPLY HLDGS INC
COM
40416M105
9571
225150
SH
DFND
225150
0
0
HOME DEPOT INC
COM
437076102
61409
458000
SH
DFND
458000
0
0
HOME DEPOT INC
COM
437076102
33520
250000
SH
Put
DFND
250000
0
0
HONEYWELL INTL INC
COM
438516106
7530
65000
SH
DFND
65000
0
0
HUNT J B TRANS SVCS INC
COM
445658107
19187
197665
SH
DFND
197665
0
0
HYATT HOTELS CORP
COM CL A
448579102
13815
250000
SH
DFND
250000
0
0
INGEVITY CORP
COM
45688C107
5908
107700
SH
DFND
107700
0
0
INTERFACE INC
COM
458665304
1521
81989
SH
DFND
81989
0
0
INTERFOR CORPORATION
COM
00BMJ71W4
2518
225000
SH
DFND
225000
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
134850
1000000
SH
Put
DFND
1000000
0
0
ISHARES TR
TRANS AVG ETF
464287192
40710
250000
SH
Put
DFND
250000
0
0
ISLE OF CAPRI CASINOS INC
COM
464592104
4938
200000
SH
DFND
200000
0
0
JASON INDS INC
COM
471172106
1042
579000
SH
DFND
579000
0
0
JASON INDS INC
COM
471172106
2744
1524201
SH
Call
DFND
1524201
0
0
KAPSTONE PAPER & PACKAGING C
COM
48562P103
1654
75000
SH
DFND
75000
0
0
KATE SPADE & CO
COM
485865109
59621
3193400
SH
DFND
3193400
0
0
KENNAMETAL INC
COM
489170100
1247
39901
SH
DFND
39901
0
0
KNIGHT TRANSN INC
COM
499064103
7106
215000
SH
DFND
215000
0
0
KOHLS CORP
COM
500255104
9876
200000
SH
DFND
200000
0
0
LANXESS AG
COM
00B05M8B7
1312
20000
SH
DFND
20000
0
0
L BRANDS INC
COM
501797104
29628
450000
SH
Put
DFND
450000
0
0
L-3 COMMUNICATIONS HLDGS INC
COM
502424104
15972
105000
SH
DFND
105000
0
0
LINCOLN ELEC HLDGS INC
COM
533900106
13034
170000
SH
DFND
170000
0
0
LINDE AG O.N.
COM
005740817
1232
7500
SH
DFND
7500
0
0
LOCKHEED MARTIN CORP
COM
539830109
6249
25000
SH
DFND
25000
0
0
LOUISIANA PAC CORP
COM
546347105
3786
200000
SH
DFND
200000
0
0
LOWES COS INC
COM
548661107
10668
150000
SH
Call
DFND
150000
0
0
MACQUARIE INFRASTRUCTURE COR
COM
55608B105
6890
84330
SH
DFND
84330
0
0
MACYS INC
COM
55616P104
8953
250000
SH
Call
DFND
250000
0
0
MALIBU BOATS INC
COM CL A
56117J100
5546
290697
SH
DFND
290697
0
0
MANPOWERGROUP INC
COM
56418H100
17774
200000
SH
Call
DFND
200000
0
0
MARATHON PETE CORP
COM
56585A102
3273
65000
SH
DFND
65000
0
0
MARINEMAX INC
COM
567908108
11223
580000
SH
DFND
580000
0
0
MARTIN MARIETTA MATLS INC
COM
573284106
46686
210742
SH
DFND
210742
0
0
MCBC HLDGS INC
COM
55276F107
1567
107500
SH
DFND
107500
0
0
MERCER INTL INC
COM
588056101
1092
102500
SH
DFND
102500
0
0
MERITOR INC
COM
59001K100
13917
1120505
SH
DFND
1120505
0
0
METHANEX CORP
COM
59151K108
4380
100000
SH
DFND
100000
0
0
MGM GROWTH PPTYS LLC
CL A COM
55303A105
14553
575000
SH
DFND
575000
0
0
MGM RESORTS INTERNATIONAL
COM
552953101
21623
750000
SH
DFND
750000
0
0
MOBILEYE N V AMSTELVEEN
ORD SHS
N51488117
15248
400000
SH
Put
DFND
400000
0
0
MOHAWK INDS INC
COM
608190104
13683
68526
SH
DFND
68526
0
0
MOLSON COORS BREWING CO
CL B
60871R209
103866
1067376
SH
DFND
1067376
0
0
MONRO MUFFLER BRAKE INC
COM
610236101
4290
75000
SH
DFND
75000
0
0
MONSANTO CO NEW
COM
61166W101
7891
75000
SH
DFND
75000
0
0
MRC GLOBAL INC
COM
55345K103
4052
200000
SH
DFND
200000
0
0
MSC INDL DIRECT INC
CL A
553530106
16954
183500
SH
DFND
183500
0
0
MSG NETWORK INC
CL A
553573106
8308
386403
SH
DFND
386403
0
0
MURPHY USA INC
COM
626755102
9221
150000
SH
Put
DFND
150000
0
0
NETFLIX INC
COM
64110L106
39670
320440
SH
DFND
320440
0
0
NEWELL BRANDS INC
COM
651229106
71362
1598251
SH
DFND
1598251
0
0
NEXEO SOLUTIONS INC
COM SHS
65342H102
3028
325264
SH
DFND
325264
0
0
NEXEO SOLUTIONS INC
COM SHS
65342H102
1598
171624
SH
Call
DFND
171624
0
0
NEXSTAR BROADCASTING GROUP I
CL A
65336K103
74759
1181019
SH
DFND
1181019
0
0
NORDSTROM INC
COM
655664100
19172
400000
SH
Call
DFND
400000
0
0
NORFOLK SOUTHERN CORP
COM
655844108
6754
62500
SH
DFND
62500
0
0
O REILLY AUTOMOTIVE INC NEW
COM
67103H107
96236
345664
SH
DFND
345664
0
0
OLD DOMINION FGHT LINES INC
COM
679580100
29946
349062
SH
DFND
349062
0
0
OLIN CORP
COM PAR $1
680665205
2561
100000
SH
DFND
100000
0
0
OPGEN INC
COM
68373L109
115
100000
SH
Call
DFND
100000
0
0
ORION ENGINEERED CARBONS S A
COM
L72967109
11876
630000
SH
DFND
630000
0
0
OUTOKUMPU
COM
004665148
2630
293770
SH
DFND
293770
0
0
PACCAR INC
COM
693718108
26199
410000
SH
DFND
410000
0
0
PARKER HANNIFIN CORP
COM
701094104
48160
344000
SH
DFND
344000
0
0
PARKER HANNIFIN CORP
COM
701094104
21000
150000
SH
Put
DFND
150000
0
0
PENN NATL GAMING INC
COM
707569109
27580
2000000
SH
DFND
2000000
0
0
PENNEY J C INC
COM
708160106
16620
2000000
SH
Call
DFND
2000000
0
0
PINNACLE ENTMT INC NEW
COM
72348Y105
7250
500000
SH
DFND
500000
0
0
PINNACLE FOODS INC DEL
COM
72348P104
26725
500000
SH
DFND
500000
0
0
POST HLDGS INC
COM
737446104
20098
250000
SH
DFND
250000
0
0
POTASH CORP SASK INC
COM
73755L107
3166
175000
SH
DFND
175000
0
0
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
118
1000
SH
DFND
1000
0
0
PRICELINE GRP INC
COM NEW
741503403
87641
59780
SH
DFND
59780
0
0
PRICELINE GRP INC
COM NEW
741503403
43982
30000
SH
Call
DFND
30000
0
0
PVH CORP
COM
693656100
66940
741802
SH
DFND
741802
0
0
QUEST RESOURCE HLDG CORP
COM NEW
74836W203
46
18753
SH
Call
DFND
18753
0
0
QUEST RESOURCE HLDG CORP
COM NEW
74836W203
18
7357
SH
DFND
7357
0
0
QUINPARIO ACQUISITION CORP 2
UNIT 01/01/2023
74874U200
395
39000
SH
DFND
39000
0
0
QUINPARIO ACQUISITION CORP 2
COM
74874U101
1976
198600
SH
Call
DFND
198600
0
0
RESTORATION HARDWARE HLDGS I
COM
761283100
37656
1226584
SH
DFND
1226584
0
0
ROCKWELL AUTOMATION INC
COM
773903109
20168
150057
SH
DFND
150057
0
0
ROSS STORES INC
COM
778296103
73466
1119909
SH
DFND
1119909
0
0
ROYAL CARIBBEAN CRUISES LTD
COM
V7780T103
10255
125000
SH
DFND
125000
0
0
RYERSON HLDG CORP
COM
783754104
4305
322460
SH
DFND
322460
0
0
SALLY BEAUTY HLDGS INC
COM
79546E104
17867
676265
SH
DFND
676265
0
0
SANDERSON FARMS INC
COM
800013104
10366
110000
SH
DFND
110000
0
0
SANDVIK AB
COM
00B1VQ252
2029
164000
SH
DFND
164000
0
0
SCHNITZER STL INDS
CL A
806882106
3868
150500
SH
DFND
150500
0
0
SCRIPPS NETWORKS INTERACT IN
CL A COM
811065101
33503
469424
SH
DFND
469424
0
0
SELECT COMFORT CORP
COM
81616X103
6786
300000
SH
Put
DFND
300000
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
72540
1500000
SH
Put
DFND
1500000
0
0
SIEMENS AG NA
COM
005727973
11860
96480
SH
DFND
96480
0
0
SIGNET JEWELERS LIMITED
SHS
G81276100
33429
354648
SH
DFND
354648
0
0
SKF AB-B SHARES
COM
00B1Q3J35
2042
111000
SH
DFND
111000
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
223530
1000000
SH
Put
DFND
1000000
0
0
SPDR SERIES TRUST
S&P RETAIL ETF
78464A714
118989
2700000
SH
Put
DFND
2700000
0
0
SPORTSMANS WHSE HLDGS INC
COM
84920Y106
4471
476138
SH
DFND
476138
0
0
STEEL DYNAMICS INC
COM
858119100
12453
350000
SH
DFND
350000
0
0
SYNTHETIC BIOLOGICS INC
COM
87164U102
343
450000
SH
Call
DFND
450000
0
0
SYNTHETIC BIOLOGICS INC
COM
87164U102
76
100000
SH
DFND
100000
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
79536
1613638
SH
DFND
1613638
0
0
TEREX CORP NEW
COM
880779103
22686
719508
SH
DFND
719508
0
0
TERNIUM SA
SPON ADR
880890108
699
28946
SH
DFND
28946
0
0
TEXTRON INC
COM
883203101
47029
968466
SH
DFND
968466
0
0
TJX COS INC NEW
COM
872540109
61027
812292
SH
DFND
812292
0
0
TRINSEO S A
SHS
L9340P101
14532
245058
SH
DFND
245058
0
0
TRONOX LTD
SHS CL A
Q9235V101
2320
225000
SH
DFND
225000
0
0
U S CONCRETE INC
COM NEW
90333L201
1550
23662
SH
DFND
23662
0
0
ULTA SALON COSMETCS & FRAG I
COM
90384S303
85321
334672
SH
DFND
334672
0
0
UNION PAC CORP
COM
907818108
14562
140450
SH
DFND
140450
0
0
UNITED RENTALS INC
COM
911363109
63327
599800
SH
DFND
599800
0
0
UNITED STATES STL CORP NEW
COM
912909108
6602
200000
SH
Put
DFND
200000
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
43848
400000
SH
Call
DFND
400000
0
0
V F CORP
COM
918204108
16005
300000
SH
Call
DFND
300000
0
0
VERSUM MATLS INC
COM
92532W103
3548
126400
SH
DFND
126400
0
0
VULCAN MATLS CO
COM
929160109
48008
383604
SH
DFND
383604
0
0
WABCO HLDGS INC
COM
92927K102
17037
160500
SH
DFND
160500
0
0
WESCO INTL INC
COM
95082P105
11979
180000
SH
DFND
180000
0
0
WESTLAKE CHEM CORP
COM
960413102
7341
131117
SH
DFND
131117
0
0
WESTROCK CO
COM
96145D105
6397
126000
SH
DFND
126000
0
0
WEYERHAEUSER CO
COM
962166104
2257
75000
SH
DFND
75000
0
0
WHITEWAVE FOODS CO
COM
966244105
34750
625000
SH
DFND
625000
0
0
YARA INTERNATIONAL ASA
COM
007751259
1457
37000
SH
DFND
37000
0
0
YRC WORLDWIDE INC
COM PAR $.01
984249607
4066
306193
SH
DFND
306193
0
0