0001104659-19-064190.txt : 20191114 0001104659-19-064190.hdr.sgml : 20191114 20191114161132 ACCESSION NUMBER: 0001104659-19-064190 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191114 DATE AS OF CHANGE: 20191114 EFFECTIVENESS DATE: 20191114 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: 191220237 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 09-30-2019 09-30-2019 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 212-251-3285 /s/ Daniel Aharon New York NY 11-14-2019 0 125 3070776 INFORMATION TABLE 2 infotable.xml AARONS INC COM PAR $0.50 002535300 49037 763100 SH SOLE 763100 0 0 ACTIVISION BLIZZARD INC COM 00507V109 42336 800000 SH SOLE 800000 0 0 ACTIVISION BLIZZARD INC COM 00507V109 79380 1500000 SH Call SOLE 1500000 0 0 AECOM COM 00766T100 7512 200000 SH SOLE 200000 0 0 ALCOA CORP COM 013872106 8054 401300 SH Call SOLE 401300 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 7398 44239 SH SOLE 44239 0 0 AMAZON COM INC COM 023135106 62842 36201 SH SOLE 36201 0 0 AMETEK INC NEW COM 031100100 55392 603272 SH SOLE 603272 0 0 APERAM COM 00B58C6H1 1826 75000 SH SOLE 75000 0 0 ARCBEST CORP COM 03937C105 5587 183468 SH SOLE 183468 0 0 ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 2848 200000 SH SOLE 200000 0 0 ARCH COAL INC CL A 039380407 6381 86000 SH SOLE 86000 0 0 ARCONIC INC COM 03965L100 35317 1358360 SH SOLE 1358360 0 0 ARCONIC INC COM 03965L100 10345 397900 SH Put SOLE 397900 0 0 AUTOLIV INC COM 052800109 7099 90000 SH SOLE 90000 0 0 AUTOZONE INC COM 053332102 19523 18000 SH SOLE 18000 0 0 BOEING CO COM 097023105 58060 152600 SH SOLE 152600 0 0 BOEING CO COM 097023105 15219 40000 SH Put SOLE 40000 0 0 BURLINGTON STORES INC COM 122017106 54627 273382 SH SOLE 273382 0 0 CF INDS HLDGS INC COM 125269100 11776 239351 SH SOLE 239351 0 0 CHILDRENS PL INC COM 168905107 23644 307100 SH SOLE 307100 0 0 CLEAN HARBORS INC COM 184496107 10808 140000 SH SOLE 140000 0 0 COLFAX CORP COM 194014106 13135 452008 SH SOLE 452008 0 0 COMMERCIAL METALS CO COM 201723103 10610 610466 SH SOLE 610466 0 0 CONSTELLIUM SE CL A N22035104 25334 1993207 SH SOLE 1993207 0 0 COVENANT TRANSN GROUP INC CL A 22284P105 2864 174222 SH SOLE 174222 0 0 DANAHER CORPORATION COM 235851102 54318 376087 SH SOLE 376087 0 0 DANAHER CORPORATION COM 235851102 14443 100000 SH Put SOLE 100000 0 0 DEERE & CO COM 244199105 20946 124174 SH SOLE 124174 0 0 DOLLAR TREE INC COM 256746108 31109 272500 SH SOLE 272500 0 0 DOVER CORP COM 260003108 56512 567621 SH SOLE 567621 0 0 DOW INC COM 260557103 16678 350000 SH SOLE 350000 0 0 DSV A/S COM 00B1WT5G2 5006 52621 SH SOLE 52621 0 0 DUPONT DE NEMOURS INC COM 26614N102 16703 234233 SH SOLE 234233 0 0 EASTMAN CHEMICAL CO COM 277432100 5537 75000 SH SOLE 75000 0 0 ECHO GLOBAL LOGISTICS INC COM 27875T101 4915 217000 SH SOLE 217000 0 0 ELECTRONIC ARTS INC COM 285512109 8668 88607 SH SOLE 88607 0 0 ELEMENT SOLUTIONS INC COM 28618M106 12450 1222955 SH SOLE 1222955 0 0 EMERSON ELEC CO COM 291011104 32761 490000 SH SOLE 490000 0 0 F M C CORP COM NEW 302491303 16207 184844 SH SOLE 184844 0 0 FACEBOOK INC CL A 30303M102 47798 268407 SH SOLE 268407 0 0 FEDEX CORP COM 31428X106 17949 123300 SH SOLE 123300 0 0 FERRO CORP COM 315405100 5097 429749 SH SOLE 429749 0 0 FORTUNE BRANDS HOME & SEC IN COM 34964C106 7709 140938 SH SOLE 140938 0 0 FORWARD AIR CORP COM 349853101 32142 504431 SH SOLE 504431 0 0 GATX CORP COM 361448103 7753 100000 SH Put SOLE 100000 0 0 GRACE W R & CO DEL NEW COM 38388F108 10682 160000 SH SOLE 160000 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 2950 200000 SH SOLE 200000 0 0 GS ACQUISITION HLDGS CORP UNIT 06/12/2023 36255F201 10650 1000000 SH SOLE 1000000 0 0 GUESS INC COM 401617105 23179 1250900 SH SOLE 1250900 0 0 HARSCO CORP COM 415864107 10400 548501 SH SOLE 548501 0 0 HEICO CORP NEW COM 422806109 36559 292750 SH SOLE 292750 0 0 HEICO CORP NEW COM 422806109 12488 100000 SH Put SOLE 100000 0 0 HONEYWELL INTL INC COM 438516106 16920 100000 SH Put SOLE 100000 0 0 HONEYWELL INTL INC COM 438516106 64903 383589 SH SOLE 383589 0 0 HUBBELL INC COM 443510607 13140 100000 SH SOLE 100000 0 0 HUNT J B TRANS SVCS INC COM 445658107 26996 243979 SH SOLE 243979 0 0 HUNT J B TRANS SVCS INC COM 445658107 49793 450000 SH Put SOLE 450000 0 0 HUNTSMAN CORP COM 447011107 12793 550000 SH SOLE 550000 0 0 ISHARES TR TRANS AVG ETF 464287192 46535 250000 SH Put SOLE 250000 0 0 ITT INC COM 45073V108 22000 359535 SH SOLE 359535 0 0 JACOBS ENGR GROUP INC COM 469814107 74126 810119 SH SOLE 810119 0 0 JACOBS ENGR GROUP INC COM 469814107 18300 200000 SH Put SOLE 200000 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 41905 315054 SH SOLE 315054 0 0 KIRBY CORP COM 497266106 43767 532705 SH SOLE 532705 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 12518 60000 SH Put SOLE 60000 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 43125 206695 SH SOLE 206695 0 0 LANDSTAR SYS INC COM 515098101 32086 285003 SH SOLE 285003 0 0 LINDE PLC SHS G5494J103 62592 323107 SH SOLE 323107 0 0 LINDE PLC SHS G5494J103 14529 75000 SH Call SOLE 75000 0 0 LOUISIANA PAC CORP COM 546347105 6145 250000 SH SOLE 250000 0 0 LULULEMON ATHLETICA INC COM 550021109 26473 137500 SH SOLE 137500 0 0 LYONDELLBASELL INDUSTRIES N SHS - 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