0001144204-18-059934.txt : 20181114
0001144204-18-059934.hdr.sgml : 20181114
20181114160544
ACCESSION NUMBER: 0001144204-18-059934
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180930
FILED AS OF DATE: 20181114
DATE AS OF CHANGE: 20181114
EFFECTIVENESS DATE: 20181114
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: 181183622
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
09-30-2018
09-30-2018
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
11-14-2018
0
227
7510928
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
14750
70000
SH
Call
SOLE
70000
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
66552
800000
SH
Put
SOLE
800000
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
81942
985000
SH
SOLE
985000
0
0
ADIENT PLC
ORD SHS
G0084W101
11793
300000
SH
Call
SOLE
300000
0
0
AGCO CORP
COM
001084102
9119
150000
SH
Call
SOLE
150000
0
0
ALCOA CORP
COM
013872106
6060
150000
SH
SOLE
150000
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
46843
284310
SH
SOLE
284310
0
0
ALLEGION PUB LTD CO
ORD SHS
G0176J109
9510
105000
SH
SOLE
105000
0
0
ALPHABET INC
CAP STK CL A
02079K305
112856
93495
SH
SOLE
93495
0
0
AMAZON COM INC
COM
023135106
126375
63093
SH
SOLE
63093
0
0
AMAZON COM INC
COM
023135106
200300
100000
SH
Call
SOLE
100000
0
0
AMERICAN AXLE & MFG HLDGS IN
COM
024061103
1744
100000
SH
Call
SOLE
100000
0
0
AMERICAN AXLE & MFG HLDGS IN
COM
024061103
5761
330334
SH
SOLE
330334
0
0
AMETEK INC NEW
COM
031100100
37690
476364
SH
SOLE
476364
0
0
APTIV PLC
SHS
G6095L109
14106
168127
SH
SOLE
168127
0
0
APTIV PLC
SHS
G6095L109
8390
100000
SH
Put
SOLE
100000
0
0
ARCBEST CORP
COM
03937C105
4153
85542
SH
SOLE
85542
0
0
ARCELORMITTAL SA LUXEMBOURG
NY REGISTRY SH
03938L203
28937
937700
SH
SOLE
937700
0
0
ARCELORMITTAL SA LUXEMBOURG
NY REGISTRY SH
03938L203
46290
1500000
SH
Call
SOLE
1500000
0
0
ARCH COAL INC
CL A
039380407
4470
50000
SH
Call
SOLE
50000
0
0
ARCH COAL INC
CL A
039380407
9914
110900
SH
SOLE
110900
0
0
AT HOME GROUP INC
COM
04650Y100
9715
308116
SH
SOLE
308116
0
0
BJS WHSL CLUB HLDGS INC
COM
05550J101
8034
300000
SH
SOLE
300000
0
0
BOEING CO
COM
097023105
51474
138409
SH
SOLE
138409
0
0
BOEING CO
COM
097023105
14876
40000
SH
Put
SOLE
40000
0
0
BOMBARDIER INC-B
COM
097751200
26739
7503063
SH
SOLE
7503063
0
0
BOMBARDIER INC-B
COM
097751200
8909
2500000
SH
Put
SOLE
2500000
0
0
BOOKING HLDGS INC
COM
09857L108
49600
25000
SH
Put
SOLE
25000
0
0
BORGWARNER INC
COM
099724106
8556
200000
SH
Call
SOLE
200000
0
0
BOYD GAMING CORP
COM
103304101
16925
500000
SH
Call
SOLE
500000
0
0
BOYD GAMING CORP
COM
103304101
36568
1080291
SH
SOLE
1080291
0
0
BRASKEM S A
SP ADR PFD A
105532105
4320
149625
SH
SOLE
149625
0
0
BURLINGTON STORES INC
COM
122017106
44803
275000
SH
SOLE
275000
0
0
CABOT CORP
COM
127055101
15161
241719
SH
SOLE
241719
0
0
CAESARS ENTMT CORP
COM
127686103
12813
1250000
SH
Call
SOLE
1250000
0
0
CAESARS ENTMT CORP
COM
127686103
48175
4700000
SH
SOLE
4700000
0
0
CAMPING WORLD HLDGS INC
CL A
13462K109
11406
535000
SH
SOLE
535000
0
0
CAMPING WORLD HLDGS INC
CL A
13462K109
12792
600000
SH
Call
SOLE
600000
0
0
CANOPY GROWTH CORP
COM
138035100
38912
800000
SH
Put
SOLE
800000
0
0
CATERPILLAR INC DEL
COM
149123101
18299
120000
SH
Call
SOLE
120000
0
0
CATERPILLAR INC DEL
COM
149123101
18299
120000
SH
Put
SOLE
120000
0
0
CATERPILLAR INC DEL
COM
149123101
32460
212866
SH
SOLE
212866
0
0
CHEMOURS CO
COM
163851108
7498
190107
SH
SOLE
190107
0
0
CHURCHILL DOWNS INC
COM
171484108
85738
308742
SH
SOLE
308742
0
0
COLFAX CORP
COM
194014106
3606
100000
SH
Call
SOLE
100000
0
0
CONAGRA BRANDS INC
COM
205887102
61146
1800000
SH
SOLE
1800000
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
64686
300000
SH
Call
SOLE
300000
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
82265
381527
SH
SOLE
381527
0
0
CSX CORP
COM
126408103
37491
506287
SH
SOLE
506287
0
0
CSX CORP
COM
126408103
37025
500000
SH
Call
SOLE
500000
0
0
CUMMINS INC
COM
231021106
8034
55000
SH
SOLE
55000
0
0
DARDEN RESTAURANTS INC
COM
237194105
27798
250000
SH
Call
SOLE
250000
0
0
DEERE & CO
COM
244199105
10523
70000
SH
Call
SOLE
70000
0
0
DEERE & CO
COM
244199105
18040
120000
SH
Put
SOLE
120000
0
0
DEERE & CO
COM
244199105
37948
252431
SH
SOLE
252431
0
0
DELPHI TECHNOLOGIES PLC
SHS
G2709G107
6272
200000
SH
Call
SOLE
200000
0
0
DOVER CORP
COM
260003108
31655
357567
SH
SOLE
357567
0
0
EATON CORP PLC
SHS
G29183103
29185
336500
SH
SOLE
336500
0
0
EATON CORP PLC
SHS
G29183103
6071
70000
SH
Put
SOLE
70000
0
0
ELDORADO RESORTS INC
COM
28470R102
95013
1955000
SH
SOLE
1955000
0
0
ELECTRONIC ARTS INC
COM
285512109
104516
867421
SH
SOLE
867421
0
0
EMERSON ELEC CO
COM
291011104
7658
100000
SH
Put
SOLE
100000
0
0
EMERSON ELEC CO
COM
291011104
40041
522869
SH
SOLE
522869
0
0
ENERGIZER HLDGS INC NEW
COM
29272W109
52259
891037
SH
SOLE
891037
0
0
ETF MANAGERS TR
ETFMG ALTR HRVST
26924G508
40050
1000000
SH
Put
SOLE
1000000
0
0
F M C CORP
COM NEW
302491303
4359
50000
SH
SOLE
50000
0
0
FEDEX CORP
COM
31428X106
5664
23523
SH
SOLE
23523
0
0
FEDEX CORP
COM
31428X106
120395
500000
SH
Call
SOLE
500000
0
0
FERRO CORP
COM
315405100
39260
1690790
SH
SOLE
1690790
0
0
FIRST DATA CORP NEW
COM CL A
32008D106
23758
970919
SH
SOLE
970919
0
0
FLOWSERVE CORP
COM
34354P105
16526
302177
SH
SOLE
302177
0
0
FLUOR CORP NEW
COM
343412102
34860
600000
SH
SOLE
600000
0
0
FORTIVE CORP
COM
34959J108
212
2521
SH
SOLE
2521
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
2088
150000
SH
SOLE
150000
0
0
G-III APPAREL GROUP LTD
COM
36237H101
46744
970000
SH
SOLE
970000
0
0
G-III APPAREL GROUP LTD
COM
36237H101
6024
125000
SH
Call
SOLE
125000
0
0
GAMING & LEISURE PPTYS INC
COM
36467J108
30203
856835
SH
SOLE
856835
0
0
GATES INDUSTRIAL CORPRATIN P
ORD SHS
G39108108
6112
313421
SH
SOLE
313421
0
0
GATX CORP
COM
361448103
5204
60105
SH
SOLE
60105
0
0
GENERAL MTRS CO
COM
37045V100
10783
320250
SH
SOLE
320250
0
0
GRACE W R & CO DEL NEW
COM
38388F108
14006
196000
SH
SOLE
196000
0
0
GRAINGER W W INC
COM
384802104
23946
67000
SH
SOLE
67000
0
0
GRAPHIC PACKAGING HLDG CO
COM
388689101
6080
434000
SH
SOLE
434000
0
0
GREENBRIER COS INC
COM
393657101
8114
135000
SH
SOLE
135000
0
0
GS ACQUISITION HLDGS CORP
UNIT 06/12/2023
36255F201
10370
1000000
SH
SOLE
1000000
0
0
HD SUPPLY HLDGS INC
COM
40416M105
1881
43954
SH
SOLE
43954
0
0
HILTON GRAND VACATIONS INC
COM
43283X105
27049
817184
SH
SOLE
817184
0
0
HILTON GRAND VACATIONS INC
COM
43283X105
33100
1000000
SH
Call
SOLE
1000000
0
0
HONEYWELL INTL INC
COM
438516106
11648
70000
SH
Call
SOLE
70000
0
0
HONEYWELL INTL INC
COM
438516106
55122
331264
SH
SOLE
331264
0
0
HUB GROUP INC
CL A
443320106
14849
325641
SH
SOLE
325641
0
0
HUB GROUP INC
CL A
443320106
25080
550000
SH
Put
SOLE
550000
0
0
HUBBELL INC
COM
443510607
22106
165500
SH
SOLE
165500
0
0
HUDSON LTD
COM CL A
G46408103
11587
513614
SH
SOLE
513614
0
0
HYATT HOTELS CORP
COM CL A
448579102
37461
470680
SH
SOLE
470680
0
0
IAC INTERACTIVECORP
COM
44919P508
113778
525000
SH
SOLE
525000
0
0
IAC INTERACTIVECORP
COM
44919P508
27090
125000
SH
Call
SOLE
125000
0
0
ILLINOIS TOOL WKS INC
COM
452308109
21168
150000
SH
Call
SOLE
150000
0
0
INGERSOLL-RAND PLC
SHS
G47791101
6138
60000
SH
Put
SOLE
60000
0
0
INGERSOLL-RAND PLC
SHS
G47791101
26977
263701
SH
SOLE
263701
0
0
INTERFOR CORP
COM
45868C109
1685
113750
SH
SOLE
113750
0
0
INTERNATIONAL GAME TECHNOLOG
SHS USD
G4863A108
31448
1592315
SH
SOLE
1592315
0
0
INTERNATIONAL GAME TECHNOLOG
SHS USD
G4863A108
29625
1500000
SH
Call
SOLE
1500000
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
18579
100000
SH
Call
SOLE
100000
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
111474
600000
SH
Put
SOLE
600000
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
12239
65873
SH
SOLE
65873
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
252825
1500000
SH
Put
SOLE
1500000
0
0
ITT INC
COM
45073V108
3063
50000
SH
Call
SOLE
50000
0
0
ITT INC
COM
45073V108
31165
508741
SH
SOLE
508741
0
0
JACOBS ENGR GROUP INC DEL
COM
469814107
25133
328530
SH
SOLE
328530
0
0
JASON INDS INC
COM
471172106
647
192000
SH
SOLE
192000
0
0
JASON INDS INC
*W EXP 06/30/201
471172114
25
1498645
SH
SOLE
1498645
0
0
KEURIG DR PEPPER INC
COM
49271V100
43964
1897460
SH
SOLE
1897460
0
0
KIRBY CORP
COM
497266106
19740
240000
SH
SOLE
240000
0
0
L3 TECHNOLOGIES INC
COM
502413107
36303
170740
SH
SOLE
170740
0
0
LEAR CORP
COM NEW
521865204
7250
50000
SH
Call
SOLE
50000
0
0
LEGGETT & PLATT INC
COM
524660107
8758
200000
SH
SOLE
200000
0
0
LENNAR CORP
CL A
526057104
27547
590000
SH
SOLE
590000
0
0
LENNOX INTL INC
COM
526107107
16380
75000
SH
SOLE
75000
0
0
LITHIA MTRS INC
CL A
536797103
1340
16415
SH
SOLE
16415
0
0
MACYS INC
COM
55616P104
8683
250000
SH
SOLE
250000
0
0
MARRIOTT VACATIONS WRLDWDE C
COM
57164Y107
134100
1200000
SH
Call
SOLE
1200000
0
0
MARRIOTT VACATIONS WRLDWDE C
COM
57164Y107
67050
600000
SH
SOLE
600000
0
0
MASTEC INC
COM
576323109
5626
126005
SH
SOLE
126005
0
0
MELCO RESORT ENTERTAINMENT L
ADR
585464100
9928
469413
SH
SOLE
469413
0
0
MELCO RESORT ENTERTAINMENT L
ADR
585464100
21150
1000000
SH
Call
SOLE
1000000
0
0
MGM RESORTS INTERNATIONAL
COM
552953101
16746
600000
SH
Call
SOLE
600000
0
0
MOSAIC CO NEW
COM
61945C103
9691
298361
SH
SOLE
298361
0
0
NAVISTAR INTL CORP NEW
COM
63934E108
21486
558078
SH
SOLE
558078
0
0
NAVISTAR INTL CORP NEW
COM
63934E108
7700
200000
SH
Put
SOLE
200000
0
0
NETFLIX INC
COM
64110L106
63602
170000
SH
SOLE
170000
0
0
NEXEO SOLUTIONS INC
*W EXP 06/09/202
65342H110
169
164759
SH
SOLE
164759
0
0
NEXSTAR MEDIA GROUP INC
CL A
65336K103
25932
318573
SH
SOLE
318573
0
0
NIO INC
SPON ADS
62914V106
1396
200000
SH
SOLE
200000
0
0
NORFOLK SOUTHERN CORP
COM
655844108
135375
750000
SH
Call
SOLE
750000
0
0
NORTHROP GRUMMAN CORP
COM
666807102
19277
60740
SH
SOLE
60740
0
0
NORWEGIAN CRUISE LINE HLDG L
SHS
G66721104
54846
955000
SH
SOLE
955000
0
0
NUTRIEN LTD
COM
67077M108
10285
178250
SH
SOLE
178250
0
0
NVENT ELECTRIC PLC
SHS
G6700G107
2011
74049
SH
SOLE
74049
0
0
O REILLY AUTOMOTIVE INC NEW
COM
67103H107
6283
18091
SH
SOLE
18091
0
0
OLIN CORP
COM PAR $1
680665205
7704
300000
SH
Call
SOLE
300000
0
0
OMNOVA SOLUTIONS INC
COM
682129101
11338
1151055
SH
SOLE
1151055
0
0
OPGEN INC
*W EXP 05/08/202
68373L125
1
3998
SH
SOLE
3998
0
0
OSHKOSH CORP
COM
688239201
730
10248
SH
SOLE
10248
0
0
PACCAR INC
COM
693718108
6819
100000
SH
Call
SOLE
100000
0
0
PAGSEGURO DIGITAL LTD
COM CL A
G68707101
10447
377551
SH
SOLE
377551
0
0
PAPA JOHNS INTL INC
COM
698813102
12820
250000
SH
Call
SOLE
250000
0
0
PARKER HANNIFIN CORP
COM
701094104
23543
128000
SH
SOLE
128000
0
0
PAYPAL HLDGS INC
COM
70450Y103
61488
700000
SH
Call
SOLE
700000
0
0
PAYPAL HLDGS INC
COM
70450Y103
61488
700000
SH
SOLE
700000
0
0
PERFORMANCE FOOD GROUP CO
COM
71377A103
20594
618448
SH
SOLE
618448
0
0
PGT INNOVATIONS INC
COM
69336V101
540
25000
SH
SOLE
25000
0
0
PLANET FITNESS INC
CL A
72703H101
59973
1110000
SH
SOLE
1110000
0
0
PLATFORM SPECIALTY PRODS COR
COM
72766Q105
8529
684000
SH
SOLE
684000
0
0
PPG INDS INC
COM
693506107
3187
29200
SH
SOLE
29200
0
0
PROSHARES TR II
VIX SH TRM FUTRS
74347W171
2887
131566
SH
SOLE
131566
0
0
PVH CORP
COM
693656100
106856
740000
SH
SOLE
740000
0
0
PVH CORP
COM
693656100
72200
500000
SH
Call
SOLE
500000
0
0
QUEST RESOURCE HLDG CORP
COM NEW
74836W203
19
7357
SH
SOLE
7357
0
0
RALPH LAUREN CORP
CL A
751212101
70467
512300
SH
Call
SOLE
512300
0
0
RALPH LAUREN CORP
CL A
751212101
96973
705000
SH
SOLE
705000
0
0
RELIANCE STEEL & ALUMINUM CO
COM
759509102
11737
137608
SH
SOLE
137608
0
0
RH
COM
74967X103
39303
300000
SH
Call
SOLE
300000
0
0
RH
COM
74967X103
30460
232500
SH
SOLE
232500
0
0
RLJ LODGING TR
COM
74965L101
49347
2240000
SH
SOLE
2240000
0
0
RLJ LODGING TR
COM
74965L101
11015
500000
SH
Call
SOLE
500000
0
0
ROPER TECHNOLOGIES INC
COM
776696106
27657
93370
SH
SOLE
93370
0
0
ROSS STORES INC
COM
778296103
92166
930029
SH
SOLE
930029
0
0
ROYAL CARIBBEAN CRUISES LTD
COM
V7780T103
110449
850000
SH
SOLE
850000
0
0
ROYAL CARIBBEAN CRUISES LTD
COM
V7780T103
129940
1000000
SH
Call
SOLE
1000000
0
0
RUSH ENTERPRISES INC
CL A
781846209
8451
214989
SH
SOLE
214989
0
0
RYMAN HOSPITALITY PPTYS INC
COM
78377T107
19534
226691
SH
SOLE
226691
0
0
SALLY BEAUTY HLDGS INC
COM
79546E104
9195
500000
SH
Put
SOLE
500000
0
0
SCHNEIDER NATIONAL INC
CL B
80689H102
7494
300000
SH
Put
SOLE
300000
0
0
SCHNEIDER NATIONAL INC
CL B
80689H102
11076
443413
SH
SOLE
443413
0
0
SCIENTIFIC GAMES CORP
COM
80874P109
12700
500000
SH
Call
SOLE
500000
0
0
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
67413
1250000
SH
Call
SOLE
1250000
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
39200
500000
SH
Call
SOLE
500000
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
37665
500000
SH
Put
SOLE
500000
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
8445
112111
SH
SOLE
112111
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
363400
1250000
SH
Put
SOLE
1250000
0
0
SPDR SERIES TRUST
S&P OILGAS EXP
78464A730
4329
100000
SH
Call
SOLE
100000
0
0
SPDR SERIES TRUST
S&P RETAIL ETF
78464A714
51020
1000000
SH
Put
SOLE
1000000
0
0
SPDR SERIES TRUST
S&P RETAIL ETF
78464A714
22959
450000
SH
SOLE
450000
0
0
SPDR SERIES TRUST
S&P OILGAS EXP
78464A730
1082
25000
SH
SOLE
25000
0
0
STONERIDGE INC
COM
86183P102
4755
160000
SH
SOLE
160000
0
0
SYNTHETIC BIOLOGICS INC
COM NEW
87164U201
585
225000
SH
Call
SOLE
225000
0
0
SYNTHETIC BIOLOGICS INC
COM NEW
87164U201
7
2860
SH
SOLE
2860
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
78391
568091
SH
SOLE
568091
0
0
TAPESTRY INC
COM
876030107
51024
1015000
SH
SOLE
1015000
0
0
TECK RESOURCES LTD
CL B
878742204
4820
200000
SH
SOLE
200000
0
0
TELEDYNE TECHNOLOGIES INC
COM
879360105
22641
91783
SH
SOLE
91783
0
0
TEMPUR SEALY INTL INC
COM
88023U101
57086
1079127
SH
SOLE
1079127
0
0
TEMPUR SEALY INTL INC
COM
88023U101
39675
750000
SH
Call
SOLE
750000
0
0
TENNECO INC
COM
880349105
8428
200000
SH
Call
SOLE
200000
0
0
TEXTRON INC
COM
883203101
19278
269735
SH
SOLE
269735
0
0
TIFFANY & CO NEW
COM
886547108
39981
310000
SH
SOLE
310000
0
0
TIFFANY & CO NEW
COM
886547108
32243
250000
SH
Call
SOLE
250000
0
0
TWENTY FIRST CENTY FOX INC
CL A
90130A101
46330
1000000
SH
Call
SOLE
1000000
0
0
U S CONCRETE INC
COM NEW
90333L201
11463
250000
SH
Call
SOLE
250000
0
0
U S CONCRETE INC
COM NEW
90333L201
22708
495273
SH
SOLE
495273
0
0
UNDER ARMOUR INC
CL A
904311107
27618
1301498
SH
SOLE
1301498
0
0
UNION PAC CORP
COM
907818108
113981
700000
SH
Call
SOLE
700000
0
0
UNION PAC CORP
COM
907818108
78973
485000
SH
SOLE
485000
0
0
UNITED RENTALS INC
COM
911363109
24038
146931
SH
SOLE
146931
0
0
UNITED RENTALS INC
COM
911363109
16360
100000
SH
Put
SOLE
100000
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
19461
139196
SH
SOLE
139196
0
0
VALE S A
ADR
91912E105
2226
150000
SH
SOLE
150000
0
0
VANECK VECTORS ETF TR
OIL SVCS ETF
92189F718
7557
300000
SH
Call
SOLE
300000
0
0
VENATOR MATLS PLC
SHS
G9329Z100
942
104625
SH
SOLE
104625
0
0
VISA INC
COM CL A
92826C839
124689
830761
SH
SOLE
830761
0
0
VISTEON CORP
COM NEW
92839U206
6503
70000
SH
Call
SOLE
70000
0
0
VOLKSWAGEN
COM
005497168
8796
50000
SH
Call
SOLE
50000
0
0
VULCAN MATLS CO
COM
929160109
30024
270000
SH
SOLE
270000
0
0
WABCO HLDGS INC
COM
92927K102
5473
46408
SH
SOLE
46408
0
0
WABTEC CORP
COM
929740108
31464
300000
SH
Call
SOLE
300000
0
0
WASTE CONNECTIONS INC
COM
94106B101
51052
639988
SH
SOLE
639988
0
0
WASTE MGMT INC DEL
COM
94106L109
35897
397265
SH
SOLE
397265
0
0
WINNEBAGO INDS INC
COM
974637100
4807
145000
SH
SOLE
145000
0
0
WORLD WRESTLING ENTMT INC
CL A
98156Q108
125749
1300000
SH
Call
SOLE
1300000
0
0
WORLD WRESTLING ENTMT INC
CL A
98156Q108
27833
287740
SH
SOLE
287740
0
0
WORLDPAY INC
CL A
981558109
55627
549298
SH
SOLE
549298
0
0
WYNDHAM DESTINATIONS INC
COM
98310W108
21680
500000
SH
Call
SOLE
500000
0
0
WYNN RESORTS LTD
COM
983134107
12706
100000
SH
SOLE
100000
0
0
WYNN RESORTS LTD
COM
983134107
25412
200000
SH
Call
SOLE
200000
0
0
XYLEM INC
COM
98419M100
14823
185587
SH
SOLE
185587
0
0
YANDEX N V
SHS CLASS A
N97284108
12005
365000
SH
SOLE
365000
0
0