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