0001144204-19-026564.txt : 20190515
0001144204-19-026564.hdr.sgml : 20190515
20190515160644
ACCESSION NUMBER: 0001144204-19-026564
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190515
DATE AS OF CHANGE: 20190515
EFFECTIVENESS DATE: 20190515
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: 19828061
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
03-31-2019
03-31-2019
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
05-15-2019
0
140
3413544
INFORMATION TABLE
2
infotable.xml
AARONS INC
COM PAR $0.50
002535300
12887
245000
SH
SOLE
245000
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
72848
1600000
SH
Call
SOLE
1600000
0
0
ADVANCE AUTO PARTS INC
COM
00751Y106
51159
300000
SH
SOLE
300000
0
0
ADVANCED DISP SVCS INC DEL
COM
00790X101
5600
200000
SH
Call
SOLE
200000
0
0
AIR TRANSPORT SERVICES GRP I
COM
00922R105
1153
50000
SH
SOLE
50000
0
0
AMERICAN AXLE & MFG HLDGS IN
COM
024061103
9588
670000
SH
SOLE
670000
0
0
AMERICAN AXLE & MFG HLDGS IN
COM
024061103
7155
500000
SH
Call
SOLE
500000
0
0
AMETEK INC NEW
COM
031100100
52500
632761
SH
SOLE
632761
0
0
APTIV PLC
SHS
G6095L109
9266
116568
SH
SOLE
116568
0
0
ASHLAND GLOBAL HLDGS INC
COM
044186104
31438
402375
SH
SOLE
402375
0
0
AXALTA COATING SYS LTD
COM
G0750C108
24832
985000
SH
SOLE
985000
0
0
BALL CORP
COM
058498106
13019
225000
SH
SOLE
225000
0
0
BEST BUY INC
COM
086516101
3553
50000
SH
SOLE
50000
0
0
BOMBARDIER INC-B
COM
097751200
6661
3459663
SH
SOLE
3459663
0
0
BURLINGTON STORES INC
COM
122017106
70660
450984
SH
SOLE
450984
0
0
CACTUS INC
CL A
127203107
3916
110000
SH
SOLE
110000
0
0
CAI INTERNATIONAL INC
COM
12477X106
1972
85000
SH
SOLE
85000
0
0
CANADIAN NATL RY CO
COM
136375102
22370
250000
SH
Put
SOLE
250000
0
0
CAPRI HOLDINGS LTD
COM
00BJ1N1M9
24019
525000
SH
SOLE
525000
0
0
CARVANA CO
CL A
146869102
4355
75000
SH
SOLE
75000
0
0
CATERPILLAR INC DEL
COM
149123101
13549
100000
SH
Call
SOLE
100000
0
0
CATERPILLAR INC DEL
COM
149123101
29130
215000
SH
SOLE
215000
0
0
CELANESE CORP DEL
COM
150870103
19722
200000
SH
Call
SOLE
200000
0
0
CHEMOURS CO
COM
163851108
3716
100000
SH
SOLE
100000
0
0
CHILDRENS PL INC
COM
168905107
11187
115000
SH
SOLE
115000
0
0
COLFAX CORP
COM
194014106
13067
440272
SH
SOLE
440272
0
0
CONSTELLIUM NV
CL A
N22035104
2394
300000
SH
SOLE
300000
0
0
DANAHER CORPORATION
COM
235851102
52828
400149
SH
SOLE
400149
0
0
DEERE & CO
COM
244199105
15984
100000
SH
Call
SOLE
100000
0
0
DISNEY WALT CO
COM DISNEY
254687106
77721
700000
SH
Put
SOLE
700000
0
0
DOLLAR TREE INC
COM
256746108
49117
467600
SH
SOLE
467600
0
0
DOVER CORP
COM
260003108
44592
475391
SH
SOLE
475391
0
0
DOW INC
COM
260557103
49049
950000
SH
SOLE
950000
0
0
EAGLE MATERIALS INC
COM
26969P108
33720
400000
SH
Put
SOLE
400000
0
0
EAGLE MATERIALS INC
COM
26969P108
32239
382436
SH
SOLE
382436
0
0
EBAY INC
COM
278642103
42711
1150000
SH
SOLE
1150000
0
0
ELECTRONIC ARTS INC
COM
285512109
45225
445000
SH
SOLE
445000
0
0
ELEMENT SOLUTIONS INC
COM
28618M106
5704
564771
SH
SOLE
564771
0
0
EMERSON ELEC CO
COM
291011104
34235
500000
SH
SOLE
500000
0
0
EXPEDITORS INTL WASH INC
COM
302130109
26565
350000
SH
SOLE
350000
0
0
EXPEDITORS INTL WASH INC
COM
302130109
18975
250000
SH
Put
SOLE
250000
0
0
F M C CORP
COM NEW
302491303
15364
200000
SH
SOLE
200000
0
0
FACEBOOK INC
CL A
30303M102
87512
525000
SH
SOLE
525000
0
0
FASTENAL CO
COM
311900104
14791
230000
SH
SOLE
230000
0
0
FEDEX CORP
COM
31428X106
30840
170000
SH
SOLE
170000
0
0
FERRO CORP
COM
315405100
13251
700000
SH
SOLE
700000
0
0
FIVE BELOW INC
COM
33829M101
15079
121362
SH
SOLE
121362
0
0
FLUOR CORP NEW
COM
343412102
7360
200000
SH
Call
SOLE
200000
0
0
FORD MTR CO DEL
COM
345370860
4390
500000
SH
Call
SOLE
500000
0
0
FORTUNE BRANDS HOME & SEC IN
COM
34964C106
23734
498501
SH
SOLE
498501
0
0
GARDNER DENVER HLDGS INC
COM
36555P107
16964
610000
SH
SOLE
610000
0
0
GARRETT MOTION INC
COM
366505105
2357
160000
SH
Put
SOLE
160000
0
0
GARRETT MOTION INC
COM
366505105
4714
320000
SH
SOLE
320000
0
0
GENESEE & WYO INC
CL A
371559105
40180
461100
SH
SOLE
461100
0
0
GRACE W R & CO DEL NEW
COM
38388F108
22002
281935
SH
SOLE
281935
0
0
GREENBRIER COS INC
COM
393657101
2256
70000
SH
SOLE
70000
0
0
GROUP 1 AUTOMOTIVE INC
COM
398905109
4529
70000
SH
SOLE
70000
0
0
GRUBHUB INC
COM
400110102
8684
125000
SH
SOLE
125000
0
0
GS ACQUISITION HLDGS CORP
UNIT 06/12/2023
36255F201
10490
1000000
SH
SOLE
1000000
0
0
HEICO CORP NEW
COM
422806109
5692
60000
SH
SOLE
60000
0
0
HELMERICH & PAYNE INC
COM
423452101
6112
110000
SH
SOLE
110000
0
0
HONEYWELL INTL INC
COM
438516106
93662
589368
SH
SOLE
589368
0
0
HONEYWELL INTL INC
COM
438516106
15892
100000
SH
Call
SOLE
100000
0
0
HUB GROUP INC
CL A
443320106
16737
409708
SH
SOLE
409708
0
0
HUNT J B TRANS SVCS INC
COM
445658107
13168
130000
SH
SOLE
130000
0
0
HUNTSMAN CORP
COM
447011107
13116
583200
SH
SOLE
583200
0
0
IAC INTERACTIVECORP
COM
44919P508
83629
398027
SH
SOLE
398027
0
0
INGERSOLL-RAND PLC
SHS
G47791101
43885
406531
SH
SOLE
406531
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
53898
300000
SH
Put
SOLE
300000
0
0
ITT INC
COM
45073V108
41562
716592
SH
SOLE
716592
0
0
JACOBS ENGR GROUP INC
COM
469814107
67702
900408
SH
SOLE
900408
0
0
JASON INDS INC
*W EXP 06/30/201
471172114
4
1498645
SH
SOLE
1498645
0
0
JOHNSON CTLS INTL PLC
SHS
G51502105
7388
200000
SH
Put
SOLE
200000
0
0
JOHNSON CTLS INTL PLC
SHS
G51502105
28074
760000
SH
SOLE
760000
0
0
KS AG-REG
COM
00B54C017
3666
200000
SH
SOLE
200000
0
0
KIRBY CORP
COM
497266106
22533
300000
SH
Put
SOLE
300000
0
0
KIRBY CORP
COM
497266106
48331
643463
SH
SOLE
643463
0
0
KNIGHT SWIFT TRANSN HLDGS IN
CL A
499049104
18301
560000
SH
SOLE
560000
0
0
L BRANDS INC
COM
501797104
31601
1145810
SH
SOLE
1145810
0
0
LANDSTAR SYS INC
COM
515098101
10939
100000
SH
Call
SOLE
100000
0
0
LANXESS AG
COM
00B05M8B7
10666
200000
SH
SOLE
200000
0
0
LEAR CORP
COM NEW
521865204
7464
55000
SH
SOLE
55000
0
0
LINDE PLC
COM
G5494J103
53148
302096
SH
SOLE
302096
0
0
LITHIA MTRS INC
CL A
536797103
6493
70000
SH
SOLE
70000
0
0
LYFT INC
CL A COM
55087P104
391
5000
SH
SOLE
5000
0
0
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
8408
100000
SH
SOLE
100000
0
0
MARTIN MARIETTA MATLS INC
COM
573284106
17643
87700
SH
SOLE
87700
0
0
MARTIN MARIETTA MATLS INC
COM
573284106
20118
100000
SH
Put
SOLE
100000
0
0
MASCO CORP
COM
574599106
7862
200000
SH
Put
SOLE
200000
0
0
MASCO CORP
COM
574599106
38327
975000
SH
SOLE
975000
0
0
MASTEC INC
COM
576323109
9620
200000
SH
Put
SOLE
200000
0
0
MASTEC INC
COM
576323109
21206
440878
SH
SOLE
440878
0
0
NETFLIX INC
COM
64110L106
60615
170000
SH
SOLE
170000
0
0
NORFOLK SOUTHERN CORP
COM
655844108
56067
300000
SH
SOLE
300000
0
0
NORTHROP GRUMMAN CORP
COM
666807102
26960
100000
SH
SOLE
100000
0
0
NUTRIEN LTD
COM
67077M108
18839
357079
SH
SOLE
357079
0
0
NVENT ELECTRIC PLC
SHS
G6700G107
30615
1134742
SH
SOLE
1134742
0
0
O REILLY AUTOMOTIVE INC NEW
COM
67103H107
28180
72573
SH
SOLE
72573
0
0
OMNOVA SOLUTIONS INC
COM
682129101
6730
958659
SH
SOLE
958659
0
0
PARKER HANNIFIN CORP
COM
701094104
17162
100000
SH
Call
SOLE
100000
0
0
PENN NATL GAMING INC
COM
707569109
20100
1000000
SH
Call
SOLE
1000000
0
0
PENTAIR PLC
SHS
G7S00T104
19139
430000
SH
SOLE
430000
0
0
QUEST RESOURCE HLDG CORP
COM NEW
74836W203
12
7357
SH
SOLE
7357
0
0
RALPH LAUREN CORP
CL A
751212101
49117
378759
SH
SOLE
378759
0
0
RAYTHEON CO
COM NEW
755111507
16387
90000
SH
SOLE
90000
0
0
RELIANCE STEEL & ALUMINUM CO
COM
759509102
75873
840600
SH
SOLE
840600
0
0
REPUBLIC SVCS INC
COM
760759100
18025
224244
SH
SOLE
224244
0
0
REXNORD CORP NEW
COM
76169B102
6608
262865
SH
SOLE
262865
0
0
RH
COM
74967X103
8751
85000
SH
SOLE
85000
0
0
RPM INTL INC
COM
749685103
5804
100000
SH
Call
SOLE
100000
0
0
RYDER SYS INC
COM
783549108
41006
661500
SH
SOLE
661500
0
0
SANDERSON FARMS INC
COM
800013104
16480
125000
SH
SOLE
125000
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
37515
500000
SH
Put
SOLE
500000
0
0
SMITH A O CORP
COM
831865209
6398
120000
SH
SOLE
120000
0
0
SQUARE INC
CL A
852234103
33718
450052
SH
SOLE
450052
0
0
STANLEY BLACK & DECKER INC
COM
854502101
25932
190438
SH
SOLE
190438
0
0
STELCO HOLDINGS INC
COM
858522105
2486
200800
SH
SOLE
200800
0
0
SUMMIT MATLS INC
CL A
86614U100
27212
1714665
SH
SOLE
1714665
0
0
SYNTHETIC BIOLOGICS INC
COM NEW
87164U201
153
225000
SH
Call
SOLE
225000
0
0
TECHNIPFMC PLC
COM
G87110105
6350
270000
SH
SOLE
270000
0
0
TELEDYNE TECHNOLOGIES INC
COM
879360105
51601
217717
SH
SOLE
217717
0
0
TEMPUR SEALY INTL INC
COM
88023U101
46136
800000
SH
SOLE
800000
0
0
THE TRADE DESK INC
COM CL A
88339J105
9254
46749
SH
SOLE
46749
0
0
TJX COS INC NEW
COM
872540109
22614
425000
SH
SOLE
425000
0
0
TRANSDIGM GROUP INC
COM
893641100
13620
30000
SH
SOLE
30000
0
0
TYSON FOODS INC
CL A
902494103
48157
693608
SH
SOLE
693608
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
16761
150000
SH
SOLE
150000
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
44696
400000
SH
Call
SOLE
400000
0
0
UNITED RENTALS INC
COM
911363109
18280
160000
SH
Put
SOLE
160000
0
0
UNITED RENTALS INC
COM
911363109
19688
172325
SH
SOLE
172325
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
6445
50000
SH
Call
SOLE
50000
0
0
USA TRUCK INC
COM
902925106
3551
245902
SH
SOLE
245902
0
0
VENATOR MATLS PLC
SHS
G9329Z100
6744
1200000
SH
SOLE
1200000
0
0
VISA INC
COM CL A
92826C839
82000
525000
SH
SOLE
525000
0
0
VULCAN MATLS CO
COM
929160109
31968
270000
SH
SOLE
270000
0
0
VULCAN MATLS CO
COM
929160109
59200
500000
SH
Call
SOLE
500000
0
0
VULCAN MATLS CO
COM
929160109
41440
350000
SH
Put
SOLE
350000
0
0
WASTE CONNECTIONS INC
COM
94106B101
3188
35988
SH
SOLE
35988
0
0
WELBILT INC
COM
949090104
20436
1247649
SH
SOLE
1247649
0
0
WERNER ENTERPRISES INC
COM
950755108
3415
100000
SH
SOLE
100000
0
0