0001264128-14-000028.txt : 20140515
0001264128-14-000028.hdr.sgml : 20140515
20140515123229
ACCESSION NUMBER: 0001264128-14-000028
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140331
FILED AS OF DATE: 20140515
DATE AS OF CHANGE: 20140515
EFFECTIVENESS DATE: 20140515
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: 14845306
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
03-31-2014
03-31-2014
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
05-14-2014
0
199
3692329
false
INFORMATION TABLE
2
scopus13f_q1-2014new4.xml
ACTIVISION BLIZZARD INC
COM
00507V109
21938
1073300
SH
DFND
1073300
0
0
ADVANCE AUTO PARTS INC
COM
00751Y106
67421
532976
SH
DFND
532976
0
0
AK STL HLDG CORP
COM
001547108
5054
700000
SH
DFND
700000
0
0
AKZO NOBEL
COM
5458314
3670
45000
SH
DFND
45000
0
0
ALLEGHENY TECHNOLOGIES INC
COM
01741R102
3768
100000
SH
DFND
100000
0
0
ALLISON TRANSMISSION HLDGS I
COM
01973R101
5653
188800
SH
DFND
188800
0
0
AMERICAN AXLE & MFG HLDGS IN
COM
024061103
19382
1046539
SH
DFND
1046539
0
0
ARCHER DANIELS MIDLAND CO
COM
039483102
8461
195000
SH
DFND
195000
0
0
ARDMORE SHIPPING CORP
COM
Y0207T100
1685
126663
SH
DFND
126663
0
0
ARKANSAS BEST CORP DEL
COM
040790107
3099
83858
SH
DFND
83858
0
0
ASBURY AUTOMOTIVE GROUP INC
COM
043436104
1848
33403
SH
DFND
33403
0
0
AVIS BUDGET GROUP
COM
053774105
18263
375000
SH
DFND
375000
0
0
B/E AEROSPACE INC
COM
073302101
13095
150887
SH
DFND
150887
0
0
BABCOCK & WILCOX CO NEW
COM
05615F102
8990
270786
SH
DFND
270786
0
0
BERRY PLASTICS GROUP INC
COM
08579W103
2965
128087
SH
DFND
128087
0
0
BIG LOTS INC
COM
089302103
14618
386000
SH
DFND
386000
0
0
BLOCK H & R INC
COM
093671105
7548
250000
SH
Call
DFND
250000
0
0
BLOOMIN BRANDS INC
COM
094235108
7236
300258
SH
DFND
300258
0
0
BON-TON STORES INC
COM
09776J101
5490
500000
SH
Call
DFND
500000
0
0
BRINKER INTL INC
COM
109641100
24914
475000
SH
DFND
475000
0
0
BRUNSWICK CORP
COM
117043109
36232
800000
SH
DFND
800000
0
0
BUFFALO WILD WINGS INC
COM
119848109
7445
50000
SH
DFND
50000
0
0
BUILDERS FIRSTSOURCE INC
COM
12008R107
377
41437
SH
DFND
41437
0
0
BURLINGTON STORES INC
COM
122017106
21665
733912
SH
DFND
733912
0
0
CABELAS INC
COM
126804301
30066
458960
SH
DFND
458960
0
0
CALLAWAY GOLF CO
COM
131193104
11178
1093700
SH
DFND
1093700
0
0
CATERPILLAR INC DEL
COM
149123101
17638
177500
SH
DFND
177500
0
0
CBS CORP NEW
CL B
124857202
78286
1266767
SH
DFND
1266767
0
0
CBS OUTDOOR AMERICAS INC
COM
14987J106
3291
112500
SH
DFND
12500
0
0
CELANESE CORP DEL
COM SER A
150870103
19429
350000
SH
DFND
350000
0
0
CHANNELADVISOR CORP
COM
159179100
8793
233000
SH
DFND
233000
0
0
CHARTER COMMUNICATIONS INC D
CL A NEW
16117M305
46833
380138
SH
DFND
380138
0
0
CHEMTURA CORP
COM NEW
163893209
12645
500000
SH
DFND
500000
0
0
CHICAGO BRIDGE & IRON CO N V
COM
167250109
24122
276792
SH
DFND
276792
0
0
CHIPOTLE MEXICAN GRILL INC
COM
169656105
27891
49100
SH
DFND
49100
0
0
CLIFFS NAT RES INC
COM
18683K101
1023
50000
SH
DFND
50000
0
0
CLUBCORP HLDGS INC
COM
18948M108
7560
400000
SH
DFND
400000
0
0
COLFAX CORP
COM
194014106
12008
168347
SH
DFND
168347
0
0
COMCAST CORP NEW
CL A
20030N101
8438
168626
SH
DFND
168626
0
0
COMMITTED CAPITAL ACQ CORP
COM
20261V103
1006
175000
SH
DFND
175000
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
40104
471978
SH
DFND
471978
0
0
CONTINENTAL BLDG PRODS INC
COM
211171103
4722
250652
SH
DFND
250652
0
0
COSI INC
COM NEW
22122P200
349
292883
SH
DFND
292883
0
0
COVENANT TRANSN GROUP INC
CL A
22284P105
2744
271696
SH
DFND
271696
0
0
CROWN HOLDINGS INC
COM
228368106
1989
44460
SH
DFND
44460
0
0
DANAHER CORP DEL
COM
235851102
18659
248789
SH
DFND
248789
0
0
DARDEN RESTAURANTS INC
COM
237194105
6091
120000
SH
Call
DFND
120000
0
0
DELEK US HLDGS INC
COM
246647101
7455
256716
SH
DFND
256716
0
0
DELPHI AUTOMOTIVE PLC
SHS
G27823106
49199
725000
SH
DFND
725000
0
0
DILLARDS INC
CL A
254067101
35040
379226
SH
DFND
379226
0
0
DINEEQUITY INC
COM
254423106
7807
100000
SH
Put
DFND
100000
0
0
DINEEQUITY INC
COM
254423106
22687
290600
SH
DFND
290600
0
0
DISCOVERY COMMUNICATNS NEW
COM SER A
25470F104
18004
217704
SH
DFND
217704
0
0
DOLLAR GEN CORP NEW
COM
256677105
37428
674625
SH
DFND
674625
0
0
DXP ENTERPRISES INC NEW
COM NEW
233377407
2848
30000
SH
DFND
30000
0
0
EAGLE MATERIALS INC
COM
26969P108
8831
99600
SH
DFND
99600
0
0
EASTMAN CHEM CO
COM
277432100
10728
124444
SH
DFND
124444
0
0
ECHO GLOBAL LOGISTICS INC
COM
27875T101
749
40880
SH
DFND
40880
0
0
ENPRO INDS INC
COM
29355X107
31091
427840
SH
DFND
427840
0
0
EXELIS INC
COM
30162A108
4070
214086
SH
DFND
214086
0
0
EXTENDED STAY AMER INC
UNIT 99/99/9999B
30224P200
4440
195000
SH
DFND
195000
0
0
FASTENAL CO
COM
311900104
9396
190582
SH
DFND
190582
0
0
FERRO CORP
COM
315405100
23166
1695905
SH
DFND
1695905
0
0
FLIR SYS INC
COM
302445101
5400
150000
SH
DFND
150000
0
0
FOOT LOCKER INC
COM
344849104
7052
150100
SH
DFND
150100
0
0
FORESTAR GROUP INC
COM
346233109
6368
357744
SH
DFND
357744
0
0
FORTUNE BRANDS HOME & SEC IN
COM
34964C106
9741
231480
SH
DFND
231480
0
0
GAMESTOP CORP NEW
CL A
36467W109
2055
50000
SH
DFND
50000
0
0
GAMESTOP CORP NEW
CL A
36467W109
20550
500000
SH
Call
DFND
500000
0
0
GANNETT INC
COM
364730101
5327
193000
SH
DFND
193000
0
0
GAP INC DEL
COM
364760108
24437
610000
SH
Put
DFND
610000
0
0
GENERAL MTRS CO
COM
37045V100
6024
175000
SH
DFND
175000
0
0
GEVO INC
COM
374396109
176
150000
SH
Call
DFND
150000
0
0
GEVO INC
COM
374396109
88
75000
SH
DFND
75000
0
0
GLOBE SPECIALTY METALS INC
COM
37954N206
4164
200000
SH
DFND
200000
0
0
GREEN PLAINS RENEWABLE ENERG
COM
393222104
10022
334500
SH
DFND
334500
0
0
HANESBRANDS INC
COM
410345102
110896
1450000
SH
DFND
1450000
0
0
HD SUPPLY HLDGS INC
COM
40416M105
38127
1458023
SH
DFND
1458023
0
0
HEARTLAND EXPRESS INC
COM
422347104
15614
688152
SH
DFND
688152
0
0
HERSHA HOSPITALITY TR
SH BEN INT A
427825104
2624
450000
SH
DFND
450000
0
0
HERTZ GLOBAL HOLDINGS INC
COM
42805T105
72108
2706757
SH
DFND
2706757
0
0
HOME DEPOT INC
COM
437076102
7913
100000
SH
DFND
100000
0
0
HOME DEPOT INC
COM
437076102
31652
400000
SH
Call
DFND
400000
0
0
HONEYWELL INTL INC
COM
438516106
63527
684852
SH
DFND
684852
0
0
HOST HOTELS & RESORTS INC
COM
44107P104
5050
249500
SH
DFND
249500
0
0
HUB GROUP INC
CL A
443320106
24474
612000
SH
DFND
612000
0
0
HUBBELL INC
CL B
443510201
29693
247709
SH
DFND
247709
0
0
HUNTINGTON INGALLS INDS INC
COM
446413106
4920
48115
SH
DFND
48115
0
0
HUNTSMAN CORP
COM
447011107
2491
102000
SH
DFND
102000
0
0
ILLINOIS TOOL WKS INC
COM
452308109
48826
600349
SH
DFND
600349
0
0
ITT CORP NEW
COM NEW
450911201
8195
191641
SH
DFND
191641
0
0
JACK IN THE BOX INC
COM
466367109
7745
131400
SH
DFND
131400
0
0
JARDEN CORP
COM
471109108
62767
1049087
SH
DFND
1049087
0
0
JOHNSON CTLS INC
COM
478366107
89908
1900000
SH
DFND
1900000
0
0
JOS A BANK CLOTHIERS INC
COM
480838101
1980
30800
SH
DFND
30800
0
0
KANSAS CITY SOUTHERN
COM NEW
485170302
2552
25000
SH
DFND
25000
0
0
KATE SPADE & CO
COM
485865109
116732
3147250
SH
DFND
3147250
0
0
KNIGHT TRANSN INC
COM
499064103
9357
404523
SH
DFND
404523
0
0
KRATON PERFORMANCE POLYMERS
COM
50077C106
2614
100000
SH
DFND
100000
0
0
LAMAR ADVERTISING CO
CL A
512815101
14765
289500
SH
DFND
289500
0
0
LANDSTAR SYS INC
COM
515098101
19376
327191
SH
DFND
327191
0
0
LEAPFROG ENTERPRISES INC
CL A
52186N106
2250
300000
SH
DFND
300000
0
0
LEAR CORP
COM NEW
521865204
68416
817202
SH
DFND
817202
0
0
LENNAR CORP
CL A
526057104
23178
585000
SH
DFND
585000
0
0
LENNOX INTL INC
COM
526107107
7293
80219
SH
DFND
80219
0
0
LIBERTY INTERACTIVE CORP
INT COM SER A
53071M104
41801
1447900
SH
DFND
1447900
0
0
LIN MEDIA LLC
CL A COM
532771102
14944
563912
SH
DFND
563912
0
0
LITHIA MTRS INC
CL A
536797103
19126
287777
SH
DFND
287777
0
0
LUMBER LIQUIDATORS HLDGS INC
COM
55003T107
52312
557701
SH
DFND
557701
0
0
LYON WILLIAM HOMES
CL A NEW
552074700
3865
140000
SH
DFND
140000
0
0
MACQUARIE INFRASTR CO LLC
MEMBERSHIP INT
55608B105
26970
470921
SH
DFND
470921
0
0
MACYS INC
COM
55616P104
48330
815141
SH
DFND
815141
0
0
MALIBU BOATS INC
COM CL A
56117J100
2666
120000
SH
DFND
120000
0
0
MANCHESTER UTD PLC NEW
ORD CL A
G5784H106
712
41282
SH
DFND
41282
0
0
MANITOWOC INC
COM
563571108
4741
150734
SH
DFND
150734
0
0
MARINEMAX INC
COM
567908108
3439
226400
SH
DFND
226400
0
0
MASONITE INTL CORP NEW
COM
575385109
2629
46513
SH
DFND
46513
0
0
MASTEC INC
COM
576323109
15985
367978
SH
DFND
367978
0
0
MEADWESTVACO CORP
COM
583334107
6399
170000
SH
DFND
170000
0
0
MENS WEARHOUSE INC
COM
587118100
18906
386000
SH
DFND
386000
0
0
MERITOR INC
COM
59001K100
14118
1152498
SH
DFND
1152498
0
0
METHANEX CORP
COM
59151K108
3836
60000
SH
DFND
60000
0
0
MGM RESORTS INTERNATIONAL
COM
552953101
6
247
SH
DFND
247
0
0
MONSANTO CO NEW
COM
61166W101
9116
80128
SH
DFND
80128
0
0
MOSAIC CO NEW
COM
61945C103
6250
125000
SH
DFND
125000
0
0
NCI BUILDING SYS INC
COM NEW
628852204
2619
150000
SH
DFND
150000
0
0
NCR CORP NEW
COM
62886E108
15534
425000
SH
DFND
425000
0
0
NEXSTAR BROADCASTING GROUP I
CL A
65336K103
24627
656376
SH
DFND
656376
0
0
NORDSTROM INC
COM
655664100
15613
250000
SH
Put
DFND
250000
0
0
OLD DOMINION FGHT LINES INC
COM
679580100
6978
122977
SH
DFND
122977
0
0
OM GROUP INC
COM
670872100
7159
215491
SH
DFND
215491
0
0
ON ASSIGNMENT INC
COM
682159108
12867
333420
SH
DFND
333420
0
0
PACCAR INC
COM
693718108
14230
211000
SH
DFND
211000
0
0
PANDORA MEDIA INC
COM
698354107
15341
505976
SH
DFND
505976
0
0
PARKER HANNIFIN CORP
COM
701094104
30526
255000
SH
DFND
255000
0
0
PENN NATL GAMING INC
COM
707569109
2311
187600
SH
DFND
187600
0
0
PHILLIPS 66
COM
718546104
15920
206595
SH
DFND
206595
0
0
PINNACLE ENTMT INC
COM
723456109
28440
1200000
SH
DFND
1200000
0
0
PLATFORM SPECIALTY PRODS COR
COM
72766Q105
2813
147681
SH
DFND
147681
0
0
PLY GEM HLDGS INC
COM
72941W100
881
69776
SH
DFND
69776
0
0
POLYCOM INC
COM
73172K104
4116
300000
SH
DFND
300000
0
0
POLYONE CORP
COM
73179P106
5870
160116
SH
DFND
160116
0
0
POTASH CORP SASK INC
COM
73755L107
4528
125000
SH
DFND
125000
0
0
PPG INDS INC
COM
693506107
14618
75562
SH
DFND
75562
0
0
PRECISION CASTPARTS CORP
COM
740189105
14147
55969
SH
DFND
55969
0
0
PVH CORP
COM
693656100
35386
283612
SH
DFND
283612
0
0
QUANTA SVCS INC
COM
74762E102
47970
1299994
SH
DFND
1299994
0
0
QUINPARIO ACQUISITION CORP
UNIT 99/99/9999
74874R207
12536
1150100
SH
DFND
1150100
0
0
QUINPARIO ACQUISITION CORP
COM
74874R108
52
5100
SH
DFND
5100
0
0
RESTORATION HARDWARE HLDGS I
COM
761283100
12142
165000
SH
Call
DFND
165000
0
0
RESTORATION HARDWARE HLDGS I
COM
761283100
13614
185000
SH
DFND
185000
0
0
RITE AID CORP
COM
767754104
50282
8019532
SH
DFND
8019532
0
0
ROADRUNNER TRNSN SVCS HLDG I
COM
76973Q105
11464
454207
SH
DFND
454207
0
0
ROBERT HALF INTL INC
COM
770323103
10728
255725
SH
DFND
255725
0
0
ROCK-TENN CO
CL A
772739207
14509
137438
SH
DFND
137438
0
0
ROCKWELL AUTOMATION INC
COM
773903109
17437
140000
SH
DFND
140000
0
0
RUBY TUESDAY INC
COM
781182100
2244
400000
SH
Put
DFND
400000
0
0
RYMAN HOSPITALITY PPTYS INC
COM
78377T107
2126
50000
SH
DFND
50000
0
0
SAIA INC
COM
78709Y105
2541
66491
SH
DFND
66491
0
0
SALLY BEAUTY HLDGS INC
COM
79546E104
45371
1655886
SH
DFND
1655886
0
0
SCIENTIFIC GAMES CORP
CL A
80874P109
14231
1036460
SH
DFND
1036460
0
0
SEAWORLD ENTMT INC
COM
81282V100
4535
150000
SH
DFND
150000
0
0
SIGNET JEWELERS LIMITED
SHS
G81276100
101728
960970
SH
DFND
960970
0
0
SKECHERS U S A INC
CL A
830566105
1058
28950
SH
DFND
28950
0
0
SPDR SERIES TRUST
S&P RETAIL ETF
78464A714
84250
1000000
SH
Put
DFND
1000000
0
0
SPECTRUM BRANDS HLDGS INC
COM
84763R101
9564
120000
SH
DFND
120000
0
0
SPX CORP
COM
784635104
13484
137161
SH
DFND
137161
0
0
STANDARD PAC CORP NEW
COM
85375C101
7770
935075
SH
DFND
935075
0
0
STARWOOD HOTELS&RESORTS WRLD
COM
85590A401
13134
165000
SH
DFND
165000
0
0
STILLWATER MNG CO
COM
86074Q102
6648
448857
SH
DFND
448857
0
0
SUNEDISON INC
COM
86732Y109
11438
607100
SH
DFND
607100
0
0
SUNPOWER CORP
COM
867652406
1936
60000
SH
DFND
60000
0
0
SWIFT TRANSN CO
CL A
87074U101
44583
1801332
SH
DFND
1801332
0
0
TENNECO INC
COM
880349105
15577
268250
SH
DFND
268250
0
0
TESORO CORP
COM
881609101
12056
238300
SH
DFND
238300
0
0
TIFFANY & CO NEW
COM
886547108
42557
493990
SH
DFND
493990
0
0
TIFFANY & CO NEW
COM
886547108
25845
300000
SH
Call
DFND
300000
0
0
TREX CO INC
COM
89531P105
10709
146381
SH
DFND
146381
0
0
TRIBUNE COMPANY
COM
896047503
49423
620500
SH
DFND
620500
0
0
TRINITY INDS INC
COM
896522109
14800
205352
SH
DFND
205352
0
0
TRUEBLUE INC
COM
89785X101
1977
67550
SH
DFND
67550
0
0
TRW AUTOMOTIVE HLDGS CORP
COM
87264S106
49380
605000
SH
DFND
605000
0
0
TUESDAY MORNING CORP
COM NEW
899035505
11478
811186
SH
DFND
811186
0
0
TWENTY FIRST CENTY FOX INC
CL A
90130A101
55948
1750000
SH
DFND
1750000
0
0
TWENTY FIRST CENTY FOX INC
CL A
90130A101
63940
2000000
SH
Call
DFND
2000000
0
0
TYSON FOODS INC
CL A
902494103
15335
348436
SH
DFND
348436
0
0
UNDER ARMOUR INC
CL A
904311107
30767
268381
SH
DFND
268381
0
0
UNION PAC CORP
COM
907818108
9055
48250
SH
DFND
48250
0
0
UNITED RENTALS INC
COM
911363109
42317
445720
SH
DFND
445720
0
0
UNITED STATES STL CORP NEW
COM
912909108
5923
214516
SH
DFND
214516
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
23767
203417
SH
DFND
203417
0
0
VALSPAR CORP
COM
920355104
1623
22500
SH
DFND
22500
0
0
VULCAN MATLS CO
COM
929160109
10232
153986
SH
DFND
153986
0
0
WABTEC CORP
COM
929740108
9232
119127
SH
DFND
119127
0
0
WACKER CHEMIE AG
COM
B11Y568
4698
38495
SH
DFND
38495
0
0
WALGREEN CO
COM
931422109
69844
1057762
SH
DFND
1057762
0
0
WESTLAKE CHEM CORP
COM
960413102
10430
157600
SH
DFND
157600
0
0
WEYERHAEUSER CO
COM
962166104
2201
75000
SH
DFND
75000
0
0
WHITEWAVE FOODS CO
COM CL A
966244105
10097
353800
SH
DFND
353800
0
0