0001264128-14-000046.txt : 20140814
0001264128-14-000046.hdr.sgml : 20140814
20140814093600
ACCESSION NUMBER: 0001264128-14-000046
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140630
FILED AS OF DATE: 20140814
DATE AS OF CHANGE: 20140814
EFFECTIVENESS DATE: 20140814
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: SCOPUS ASSET MANAGEMENT, L.P.
CENTRAL INDEX KEY: 0001317583
IRS NUMBER: 000000000
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: 141039879
BUSINESS ADDRESS:
STREET 1: 623 5TH AVENUE
STREET 2: 31ST FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
BUSINESS PHONE: 212-251-3270
MAIL ADDRESS:
STREET 1: 623 5TH AVENUE
STREET 2: 31ST FLOOR
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
true
false
0001317583
XXXXXXXX
06-30-2014
06-30-2014
SCOPUS ASSET MANAGEMENT, L.P.
623 5TH AVENUE
31ST FLOOR
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
Daniel Aharon
New York
NY
08-12-2014
0
184
4392089
false
INFORMATION TABLE
2
scopus13f_q2-2014v2.xml
ACTIVISION BLIZZARD INC
COM
00507V109
70245
3150000
SH
DFND
3150000
0
0
ADVANCE AUTO PARTS INC
COM
00751Y106
79990
592872
SH
DFND
592872
0
0
AK STL HLDG CORP
COM
001547108
3383
425000
SH
DFND
425000
0
0
ALLEGHENY TECHNOLOGIES INC
COM
01741R102
10798
239418
SH
DFND
239418
0
0
AMERICAN AXLE & MFG HLDGS IN
COM
024061103
13742
727452
SH
DFND
727452
0
0
ANN INC
COM
035623107
15440
375300
SH
DFND
375300
0
0
ARCHER DANIELS MIDLAND CO
COM
039483102
9648
218730
SH
DFND
218730
0
0
ARDMORE SHIPPING CORP
COM
Y0207T100
1423
102883
SH
DFND
102883
0
0
ASHLAND INC NEW
COM
044209104
16311
150000
SH
DFND
150000
0
0
ASHTEAD GROUP, PLC
COM
44103109
30841
2074671
SH
DFND
2074671
0
0
AVIS BUDGET GROUP
COM
053774105
58496
980000
SH
DFND
980000
0
0
B/E AEROSPACE INC
COM
073302101
14798
160000
SH
DFND
160000
0
0
BABCOCK & WILCOX CO NEW
COM
05615F102
11118
342500
SH
DFND
342500
0
0
BERRY PLASTICS GROUP INC
COM
08579W103
2580
100000
SH
DFND
100000
0
0
BLOOMIN BRANDS INC
COM
094235108
6280
280000
SH
DFND
280000
0
0
BORGWARNER INC
COM
099724106
12386
190000
SH
DFND
190000
0
0
BRUNSWICK CORP
COM
117043109
42130
1000000
SH
DFND
1000000
0
0
BURLINGTON STORES INC
COM
122017106
28674
900000
SH
DFND
900000
0
0
CAESARSTONE SDOT-YAM LTD
ORD SHS
M20598104
6135
125000
SH
DFND
125000
0
0
CALLAWAY GOLF CO
COM
131193104
10816
1300000
SH
DFND
1300000
0
0
CALPINE CORP
COM NEW
131347304
5176
217377
SH
DFND
217377
0
0
CANADIAN NATL RY CO
COM
136375102
72172
1110000
SH
DFND
1110000
0
0
CANADIAN PAC RY LTD
COM
13645T100
45647
252000
SH
DFND
252000
0
0
CANADIAN PAC RY LTD
COM
13645T100
45285
250000
SH
Put
DFND
250000
0
0
CATERPILLAR INC DEL
COM
149123101
20752
190960
SH
DFND
190960
0
0
CBS CORP NEW
CL B
124857202
77675
1250000
SH
Call
DFND
1250000
0
0
CBS CORP NEW
CL B
124857202
15535
250000
SH
DFND
250000
0
0
CBS OUTDOOR AMERS INC
COM
14987J106
24020
735000
SH
DFND
735000
0
0
CELANESE CORP DEL
COM SER A
150870103
16231
252500
SH
DFND
252500
0
0
CF INDS HLDGS INC
COM
125269100
15666
65133
SH
DFND
65133
0
0
CHARTER COMMUNICATIONS INC D
CL A NEW
16117M305
86317
545000
SH
DFND
545000
0
0
CHEMTURA CORP
COM NEW
163893209
9894
378650
SH
DFND
378650
0
0
CHIPOTLE MEXICAN GRILL INC
COM
169656105
63378
106966
SH
DFND
106966
0
0
CLUBCORP HLDGS INC
COM
18948M108
7414
399900
SH
DFND
399900
0
0
COMCAST CORP NEW
CL A
20030N101
18637
347185
SH
DFND
347185
0
0
CON-WAY INC
COM
205944101
11342
225000
SH
DFND
225000
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
60540
686943
SH
DFND
686943
0
0
COSI INC
COM NEW
22122P200
334
292583
SH
DFND
292583
0
0
COVENANT TRANSN GROUP INC
CL A
22284P105
4225
328050
SH
DFND
328050
0
0
CSX CORP
COM
126408103
19743
640794
SH
DFND
640794
0
0
CUMMINS INC
COM
231021106
15457
100183
SH
DFND
100183
0
0
DEERE & CO
COM
244199105
18110
200000
SH
Put
DFND
200000
0
0
DELEK US HLDGS INC
COM
246647101
1412
50000
SH
DFND
50000
0
0
DELPHI AUTOMOTIVE PLC
SHS
G27823106
43199
628445
SH
DFND
628445
0
0
DICKS SPORTING GOODS INC
COM
253393102
23280
500000
SH
Call
DFND
500000
0
0
DICKS SPORTING GOODS INC
COM
253393102
30532
655754
SH
DFND
655754
0
0
DINEEQUITY INC
COM
254423106
23847
300000
SH
DFND
300000
0
0
DOVER CORP
COM
260003108
22738
250000
SH
DFND
250000
0
0
EASTMAN CHEM CO
COM
277432100
26329
301423
SH
DFND
301423
0
0
ECHO GLOBAL LOGISTICS INC
COM
27875T101
1918
100062
SH
DFND
100062
0
0
ELECTRONIC ARTS INC
COM
285512109
7712
215000
SH
DFND
215000
0
0
ENPRO INDS INC
COM
29355X107
30422
415822
SH
DFND
415822
0
0
EXELIS INC
COM
30162A108
3281
193213
SH
DFND
193213
0
0
EXPRESS INC
COM
30219E103
17030
1000000
SH
Call
DFND
1000000
0
0
FACEBOOK INC
CL A
30303M102
35664
530000
SH
DFND
530000
0
0
FEDEX CORP
COM
31428X106
16758
110700
SH
DFND
110700
0
0
FERRO CORP
COM
315405100
22637
1802304
SH
DFND
1802304
0
0
FINISH LINE INC
CL A
317923100
22260
748480
SH
DFND
748480
0
0
FOOT LOCKER INC
COM
344849104
65936
1300000
SH
DFND
1300000
0
0
FORESTAR GROUP INC
COM
346233109
6163
322864
SH
DFND
322864
0
0
FORWARD AIR CORP
COM
349853101
5367
112160
SH
DFND
112160
0
0
G-III APPAREL GROUP LTD
COM
36237H101
20872
255600
SH
DFND
255600
0
0
GAMING & LEISURE PPTYS INC
COM
36467J108
2548
75000
SH
DFND
75000
0
0
GENERAC HLDGS INC
COM
368736104
9748
200000
SH
Call
DFND
200000
0
0
GEVO INC
COM
374396109
129
150000
SH
Call
DFND
150000
0
0
GEVO INC
COM
374396109
65
75000
SH
DFND
75000
0
0
GLOBE SPECIALTY METALS INC
COM
37954N206
3751
180500
SH
DFND
180500
0
0
GRAPHIC PACKAGING HLDG CO
COM
388689101
5850
500000
SH
DFND
500000
0
0
GRAY TELEVISION INC
COM
389375106
1970
150000
SH
DFND
150000
0
0
GREEN PLAINS INC
COM
393222104
2630
80000
SH
DFND
80000
0
0
GREENBRIER COS INC
COM
393657101
17107
297000
SH
DFND
297000
0
0
HANESBRANDS INC
COM
410345102
137816
1400000
SH
DFND
1400000
0
0
HD SUPPLY HLDGS INC
COM
40416M105
49677
1749800
SH
DFND
1749800
0
0
HEARTLAND EXPRESS INC
COM
422347104
14222
666430
SH
DFND
666430
0
0
HERTZ GLOBAL HOLDINGS INC
COM
42805T105
84040
2998200
SH
DFND
2998200
0
0
HILTON WORLDWIDE HLDGS INC
COM
43300A104
12233
525000
SH
DFND
525000
0
0
HONEYWELL INTL INC
COM
438516106
9295
100000
SH
DFND
100000
0
0
HUB GROUP INC
CL A
443320106
59713
1184791
SH
DFND
1184791
0
0
HUBBELL INC
CL B
443510201
40113
325727
SH
DFND
325727
0
0
HUNT J B TRANS SVCS INC
COM
445658107
5568
75466
SH
DFND
75466
0
0
HUNTSMAN CORP
COM
447011107
8435
300187
SH
DFND
300187
0
0
ILLINOIS TOOL WKS INC
COM
452308109
52361
598000
SH
DFND
598000
0
0
INGERSOLL-RAND PLC
SHS
G47791101
15277
244400
SH
DFND
244400
0
0
INSTALLED BLDG PRODS INC
COM
45780R101
4594
375000
SH
DFND
375000
0
0
ISHARES
RUSSELL 2000 ETF
464287655
237620
2000000
SH
Put
DFND
2000000
0
0
ITT CORP NEW
COM NEW
450911201
17458
362956
SH
DFND
362956
0
0
JACK IN THE BOX INC
COM
466367109
13464
225000
SH
DFND
225000
0
0
JOHNSON CTLS INC
COM
478366107
24954
499786
SH
DFND
499786
0
0
KAPSTONE PAPER & PACKAGING C
COM
48562P103
2515
75900
SH
DFND
75900
0
0
KATE SPADE & CO
COM
485865109
113100
2965394
SH
DFND
2965394
0
0
KRATON PERFORMANCE POLYMERS
COM
50077C106
112
5000
SH
DFND
5000
0
0
LAMAR ADVERTISING CO
CL A
512815101
23585
445000
SH
DFND
445000
0
0
LEAPFROG ENTERPRISES INC
CL A
52186N106
588
79934
SH
DFND
79934
0
0
LEAR CORP
COM NEW
521865204
67524
755980
SH
DFND
755980
0
0
LENNAR CORP
CL A
526057104
7503
178718
SH
DFND
178718
0
0
LENNOX INTL INC
COM
526107107
35683
398378
SH
DFND
398378
0
0
LIBERTY INTERACTIVE CORP
INT COM SER A
53071M104
38366
1306730
SH
DFND
1306730
0
0
LIN MEDIA LLC
CL A COM
532771102
7085
260000
SH
DFND
260000
0
0
LOUISIANA PAC CORP
COM
546347105
5257
350000
SH
DFND
350000
0
0
LOWES COS INC
COM
548661107
13197
275000
SH
DFND
275000
0
0
LUMBER LIQUIDATORS HLDGS INC
COM
55003T107
30380
400000
SH
DFND
400000
0
0
MACQUARIE INFRASTR CO LLC
MEMBERSHIP INT
55608B105
26508
425006
SH
DFND
425006
0
0
MAGNA INTL INC
COM
559222401
22898
212514
SH
DFND
212514
0
0
MALIBU BOATS INC
COM CL A
56117J100
3813
189699
SH
DFND
189699
0
0
MANITOWOC INC
COM
563571108
14687
446964
SH
DFND
446964
0
0
MARINEMAX INC
COM
567908108
5859
350000
SH
DFND
350000
0
0
MARTEN TRANS LTD
COM
573075108
3072
137454
SH
DFND
137454
0
0
MEADWESTVACO CORP
COM
583334107
4758
107500
SH
DFND
107500
0
0
MERITOR INC
COM
59001K100
5992
459500
SH
DFND
459500
0
0
MICHAEL KORS HLDGS LTD
SHS
G60754101
54750
617601
SH
DFND
617601
0
0
MONSANTO CO NEW
COM
61166W101
6910
55396
SH
DFND
55396
0
0
MOSAIC CO NEW
COM
61945C103
4945
100000
SH
DFND
100000
0
0
NEXSTAR BROADCASTING GROUP I
CL A
65336K103
5161
100000
SH
DFND
100000
0
0
NEXSTAR BROADCASTING GROUP I
CL A
65336K103
51610
1000000
SH
Call
DFND
1000000
0
0
NIKE INC
CL B
654106103
77550
1000000
SH
DFND
1000000
0
0
NOW INC
COM
67011P100
4526
125000
SH
DFND
125000
0
0
OM GROUP INC
COM
670872100
4865
150000
SH
DFND
150000
0
0
PACKAGING CORP AMER
COM
695156109
32340
452364
SH
DFND
452364
0
0
PEABODY ENERGY CORP
COM
704549104
2453
150000
SH
DFND
150000
0
0
PENN NATL GAMING INC
COM
707569109
2428
200000
SH
DFND
200000
0
0
PHILLIPS 66
COM
718546104
17292
215000
SH
DFND
215000
0
0
PINNACLE ENTMT INC
COM
723456109
30216
1200000
SH
DFND
1200000
0
0
PINNACLE FOODS INC DEL
COM
72348P104
5758
175000
SH
DFND
175000
0
0
POLYONE CORP
COM
73179P106
3371
80000
SH
DFND
80000
0
0
POTASH CORP SASK INC
COM
73755L107
5601
147550
SH
DFND
147550
0
0
PPG INDS INC
COM
693506107
24167
115000
SH
DFND
115000
0
0
PVH CORP
COM
693656100
35866
307600
SH
DFND
307600
0
0
QUALITY DISTR INC FLA
COM
74756M102
9433
634787
SH
DFND
634787
0
0
QUANTA SVCS INC
COM
74762E102
50660
1465000
SH
DFND
1465000
0
0
QUINPARIO ACQUISITION CORP
*W EXP 09/27/201
74874R116
2306
1695902
SH
DFND
1695902
0
0
QUINPARIO ACQUISITION CORP
COM
74874R108
12905
1230200
SH
DFND
1230200
0
0
RALPH LAUREN CORP
CL A
751212101
32138
200000
SH
DFND
200000
0
0
RALPH LAUREN CORP
CL A
751212101
32138
200000
SH
Call
DFND
200000
0
0
RENTECH INC
COM
760112102
3718
1435711
SH
DFND
1435711
0
0
RESTORATION HARDWARE HLDGS I
COM
761283100
83745
900000
SH
Call
DFND
900000
0
0
RESTORATION HARDWARE HLDGS I
COM
761283100
48846
524940
SH
DFND
524940
0
0
RITE AID CORP
COM
767754104
53596
7475000
SH
DFND
7475000
0
0
ROADRUNNER TRNSN SVCS HLDG I
COM
76973Q105
5385
191630
SH
DFND
191630
0
0
ROBERT HALF INTL INC
COM
770323103
49936
1046000
SH
DFND
1046000
0
0
ROCKWOOD HLDGS INC
COM
774415103
7599
100000
SH
DFND
100000
0
0
ROYAL CARIBBEAN CRUISES LTD
COM
V7780T103
8173
147000
SH
DFND
147000
0
0
RPM INTL INC
COM
749685103
6927
150000
SH
DFND
150000
0
0
RYDER SYS INC
COM
783549108
34561
392332
SH
DFND
392332
0
0
SAIA INC
COM
78709Y105
10324
235000
SH
DFND
235000
0
0
SALLY BEAUTY HLDGS INC
COM
79546E104
19432
774800
SH
DFND
774800
0
0
SCHULMAN A INC
COM
808194104
4838
125000
SH
DFND
125000
0
0
SCIENTIFIC GAMES CORP
CL A
80874P109
11120
1000000
SH
DFND
1000000
0
0
SEAWORLD ENTMT INC
COM
81282V100
11482
405300
SH
DFND
405300
0
0
SIGNET JEWELERS LIMITED
SHS
G81276100
109484
990000
SH
DFND
990000
0
0
SNC-LAVALIN GROUP INC
COM
78460T105
8458
163500
SH
DFND
163500
0
0
SONIC CORP
COM
835451105
3643
165000
SH
DFND
165000
0
0
SPDR SERIES TRUST
S&P RETAIL ETF
78464A714
86800
1000000
SH
Put
DFND
1000000
0
0
SPECTRUM BRANDS HLDGS INC
COM
84763R101
10177
118300
SH
DFND
118300
0
0
STANDARD PAC CORP NEW
COM
85375C101
7258
843905
SH
DFND
843905
0
0
STARWOOD HOTELS&RESORTS WRLD
COM
85590A401
13739
170000
SH
DFND
170000
0
0
STEEL DYNAMICS INC
COM
858119100
10770
600000
SH
DFND
600000
0
0
STILLWATER MNG CO
COM
86074Q102
7683
437800
SH
DFND
437800
0
0
SUNEDISON INC
COM
86732Y109
19574
866100
SH
DFND
866100
0
0
SUNPOWER CORP
COM
867652406
22190
541472
SH
DFND
541472
0
0
SWIFT TRANSN CO
CL A
87074U101
14019
555629
SH
DFND
555629
0
0
TENNECO INC
COM
880349105
1643
25000
SH
DFND
25000
0
0
TESORO CORP
COM
881609101
5867
100000
SH
DFND
100000
0
0
TIFFANY & CO NEW
COM
886547108
576
5750
SH
DFND
5750
0
0
TRACTOR SUPPLY CO
COM
892356106
6040
100000
SH
DFND
100000
0
0
TRIBUNE MEDIA COMPANY
COM
896047503
42525
500000
SH
DFND
500000
0
0
TRINITY INDS INC
COM
896522109
11222
256680
SH
DFND
256680
0
0
TRINSEO S A
SHS
L9340P101
7747
372472
SH
DFND
372472
0
0
TRONOX LTD
SHS CL A
Q9235V101
2690
100000
SH
DFND
100000
0
0
TRW AUTOMOTIVE HLDGS CORP
COM
87264S106
2238
25000
SH
DFND
25000
0
0
TUESDAY MORNING CORP
COM NEW
899035505
13636
765190
SH
DFND
765190
0
0
TWENTY FIRST CENTY FOX INC
CL A
90130A101
56789
1615627
SH
DFND
1615627
0
0
TYCO INTERNATIONAL LTD
SHS
H89128104
3420
75000
SH
DFND
75000
0
0
UNITED RENTALS INC
COM
911363109
42349
404360
SH
DFND
404360
0
0
WABTEC CORP
COM
929740108
22803
276103
SH
DFND
276103
0
0
WALGREEN CO
COM
931422109
111195
1500000
SH
DFND
1500000
0
0
WATTS WATER TECHNOLOGIES INC
CL A
942749102
8951
145000
SH
DFND
145000
0
0
WESCO INTL INC
COM
95082P105
23755
275000
SH
DFND
275000
0
0
WESTLAKE CHEM CORP
COM
960413102
22944
273929
SH
DFND
273929
0
0
WEYERHAEUSER CO
COM
962166104
1663
50250
SH
DFND
50250
0
0
WHITEWAVE FOODS CO
COM CL A
966244105
7283
225000
SH
DFND
225000
0
0
WHOLE FOODS MKT INC
COM
966837106
9658
250000
SH
Call
DFND
250000
0
0
WL ROSS HLDG CORP
UNIT 99/99/9999
92939D203
1038
100600
SH
DFND
100600
0
0
WORTHINGTON INDS INC
COM
981811102
4304
100000
SH
DFND
100000
0
0
ZOES KITCHEN INC
COM
98979J109
9626
280000
SH
DFND
280000
0
0