Chief Operating Officer

0001104659-21-106298.txt : 20210816 0001104659-21-106298.hdr.sgml : 20210816 20210816160905 ACCESSION NUMBER: 0001104659-21-106298 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210816 DATE AS OF CHANGE: 20210816 EFFECTIVENESS DATE: 20210816 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: 211178160 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 06-30-2021 06-30-2021 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 08-16-2021 0 361 7677625 INFORMATION TABLE 2 infotable.xml ABERCROMBIE & FITCH CO CL A 002896207 52234 1125000 SH SOLE 1125000 0 0 ACADEMY SPORTS & OUTDOORS IN COM 00402L907 15465 375000 SH Call SOLE 375000 0 0 ACADEMY SPORTS & OUTDOORS IN COM 00402L107 56705 1375000 SH SOLE 1375000 0 0 ADIENT PLC ORD SHS G0084W101 5929 131181 SH SOLE 131181 0 0 ADIENT PLC ORD SHS G0084W951 1582 35000 SH Put SOLE 35000 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 102570 500000 SH SOLE 500000 0 0 ADVANCED DRAIN SYS INC DEL COM 00790R954 3497 30000 SH Put SOLE 30000 0 0 ADVANCED DRAIN SYS INC DEL COM 00790R104 12663 108632 SH SOLE 108632 0 0 AECOM COM 00766T100 15963 252100 SH SOLE 252100 0 0 AECOM COM 00766T950 2533 40000 SH Put SOLE 40000 0 0 AERCAP HOLDINGS NV COM N00985106 9912 193555 SH SOLE 193555 0 0 AERCAP HOLDINGS NV COM N00985956 2048 40000 SH Put SOLE 40000 0 0 AES CORP COM 00130H105 3128 120000 SH SOLE 120000 0 0 AEVA TECHNOLOGIES INC COM 00835Q103 3171 300000 SH SOLE 300000 0 0 AGCO CORP COM 001084902 2608 20000 SH Put SOLE 20000 0 0 AGCO CORP COM 001084102 16115 123603 SH SOLE 123603 0 0 AIR CANADA COM CA0089118 2052 99750 SH SOLE 99750 0 0 AKZO NOBEL N.V. 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SECTOR SPDR TR INDUSTRIAL SELECT SECT SPDR 81369Y904 51200 500000 SH Call SOLE 500000 0 0 SELECT SECTOR SPDR TR INDUSTRIAL SELECT SECT SPDR 81369Y954 30720 300000 SH Put SOLE 300000 0 0 SIMPLY GOOD FOODS CO COM 82900L102 65718 1800000 SH SOLE 1800000 0 0 SLAM CORP COM G8210L105 1297 130000 SH SOLE 130000 0 0 SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635955 2367 50000 SH Put SOLE 50000 0 0 SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 11241 237500 SH SOLE 237500 0 0 SPARTAN ACQUISITION CORP III UNIT 99/99/9999 84677R205 2465 245000 SH SOLE 245000 0 0 SPDR SER TR S&P OILGAS EXP 78468R556 1010 10447 SH SOLE 10447 0 0 SPDR SER TR S&P OILGAS EXP 78468R556 4835 50000 SH Call SOLE 50000 0 0 SPDR SER TR S&P REGL BKG 78464A698 22936 350000 SH Call SOLE 350000 0 0 SPDR SER TR SPDR S&P METALS & MINING ETF 78464A905 8612 200000 SH Call SOLE 200000 0 0 SPDR SER TR SPDR S&P METALS & MINING ETF 78464A955 21530 500000 SH Put SOLE 500000 0 0 SPECTRUM BRANDS HLDGS INC NE COM 84790A105 114804 1350000 SH SOLE 1350000 0 0 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 5191 110000 SH SOLE 110000 0 0 SPORTSTEK ACQUISITION CORP UNIT 02/16/2028 849196209 2002 200000 SH SOLE 200000 0 0 STANLEY BLACK & DECKER INC COM 854502951 1640 8000 SH Put SOLE 8000 0 0 STANLEY BLACK & DECKER INC COM 854502101 7865 38366 SH SOLE 38366 0 0 STARBOARD VALUE ACQUISITN CO *W EXP 09/10/202 85521J117 169 83333 SH SOLE 83333 0 0 STEEL DYNAMICS INC COM 858119100 4470 75000 SH SOLE 75000 0 0 STELCO HOLDINGS INC COM 858522105 36463 1241945 SH SOLE 1241945 0 0 STEM INC COM 85859N102 9273 257500 SH SOLE 57500 0 0 SUN CTRY AIRLS HLDGS INC COM 866683105 1055 28500 SH SOLE 28500 0 0 TE CONNECTIVITY LTD REG SHS H84989954 2704 20000 SH Put SOLE 20000 0 0 TE CONNECTIVITY LTD REG SHS H84989104 13996 103512 SH SOLE 103512 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 36290 86646 SH SOLE 86646 0 0 TELEDYNE TECHNOLOGIES INC COM 879360955 6282 15000 SH Put SOLE 15000 0 0 TEMPUR SEALY INTL INC COM 88023U101 88178 2250000 SH SOLE 2250000 0 0 THE BEACHBODY COMPANY INC COM CL A 073463901 10400 1000000 SH Call SOLE 1000000 0 0 THOR INDS INC COM 885160101 22600 200000 SH SOLE 200000 0 0 TIMKEN CO COM 887389104 9076 112623 SH SOLE 112623 0 0 TIMKEN CO COM 887389904 9671 120000 SH Call SOLE 120000 0 0 TIMKEN CO COM 887389954 1612 20000 SH Put SOLE 20000 0 0 TOLL BROTHERS INC COM 889478103 6359 110000 SH SOLE 110000 0 0 TRANE TECHNOLOGIES PLC COM G8994E103 12696 68950 SH SOLE 68950 0 0 TRANE TECHNOLOGIES PLC COM G8994E953 2762 15000 SH Put SOLE 15000 0 0 TRANSDIGM GROUP INC COM 893641100 13007 20094 SH SOLE 20094 0 0 TRANSDIGM GROUP INC COM 893641950 2913 4500 SH Put SOLE 4500 0 0 TRIMBLE INC COM 896239100 2411 29468 SH SOLE 29468 0 0 TRINITY INDS INC COM 896522109 992 36900 SH SOLE 36900 0 0 TRITON INTL LTD CL A G9078F107 15309 292500 SH SOLE 292500 0 0 TRITON INTL LTD CL A G9078F957 10468 200000 SH Put SOLE 200000 0 0 UBER TECHNOLOGIES INC COM 90353T100 45108 900000 SH SOLE 900000 0 0 UNDER ARMOUR INC CL A 904311107 84600 4000000 SH SOLE 4000000 0 0 UNDER ARMOUR INC CL A 904311907 23794 1125000 SH Call SOLE 1125000 0 0 UNDER ARMOUR INC CL A 904311957 10575 500000 SH Put SOLE 500000 0 0 UNITED AIRLS HLDGS INC COM 910047109 2364 45201 SH SOLE 45201 0 0 UNITED RENTALS INC COM 911363109 16336 51209 SH SOLE 51209 0 0 UNITED RENTALS INC COM 911363909 9570 30000 SH Call SOLE 30000 0 0 UNITED RENTALS INC COM 911363959 2552 8000 SH Put SOLE 8000 0 0 US FOODS HLDG CORP COM 912008109 57540 1500000 SH SOLE 1500000 0 0 UTZ BRANDS INC COM CL A 918090101 21790 1000000 SH SOLE 1000000 0 0 VAIL RESORTS INC COM 91879Q109 51435 162500 SH SOLE 162500 0 0 VALE S A SPONSORED ADS 91912E105 21949 962250 SH SOLE 962250 0 0 VALE S A SPONSORED ADS 91912E955 4562 200000 SH Put SOLE 200000 0 0 VALVOLINE INC COM 92047W901 1623 50000 SH Call SOLE 50000 0 0 VALVOLINE INC COM 92047W951 4548 140100 SH Put SOLE 140100 0 0 VALVOLINE INC COM 92047W101 26687 822164 SH SOLE 822164 0 0 VANECK VECTORS ETF TR OIL SVCS ETF 92189H607 1363 6225 SH SOLE 6225 0 0 VANECK VECTORS ETF TR OIL SVCS ETF 92189H907 5473 25000 SH Call SOLE 25000 0 0 VECTOIQ ACQUISITION CORP II UNIT 99/99/9999 92244F208 2568 250000 SH SOLE 250000 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 3302 120944 SH SOLE 120944 0 0 VESTAS WIND SYSTEMS A/S COM DK0061539 2921 74840 SH SOLE 74840 0 0 VIMEO INC COMMON STOCK 92719V100 49000 1000000 SH SOLE 1000000 0 0 VINTAGE WINE ESTATES INC COM 92747V106 14100 1175000 SH SOLE 1175000 0 0 VONTIER CORPORATION COM 928881101 3584 110000 SH SOLE 110000 0 0 WABASH NATL CORP COM 929566107 727 45430 SH SOLE 45430 0 0 WASTE CONNECTIONS INC COM 94106B101 5972 50000 SH SOLE 50000 0 0 WASTE MGMT INC DEL COM 94106L109 7006 50000 SH SOLE 50000 0 0 WESCO INTL INC COM 95082P105 9910 96380 SH SOLE 96380 0 0 WESCO INTL INC COM 95082P905 5141 50000 SH Call SOLE 50000 0 0 WESCO INTL INC COM 95082P955 2571 25000 SH Put SOLE 25000 0 0 WEST FRASER TIMBER CO LTD COM 952845105 74297 1035100 SH SOLE 1035100 0 0 WEST FRASER TIMBER CO LTD COM 952845955 8243 115000 SH Put SOLE 115000 0 0 WESTLAKE CHEM CORP COM 960413102 12162 135000 SH SOLE 135000 0 0 WESTLAKE CHEM CORP COM 960413952 4505 50000 SH Put SOLE 50000 0 0 WINNEBAGO INDS INC COM 974637900 5097 75000 SH Call SOLE 75000 0 0 WOODWARD INC COM 980745103 4792 39000 SH SOLE 39000 0 0 WYNDHAM HOTELS & RESORTS INC COM 98311A105 61447 850000 SH SOLE 850000 0 0 XOMETRY INC CLASS A COM 98423F109 568 6500 SH SOLE 6500 0 0 YELLOWSTONE ACQUISITION CO *W EXP 10/21/202 98566K113 178 225000 SH SOLE 225000 0 0 YELLOWSTONE ACQUISITION CO COM CL A 98566K105 2462 245000 SH SOLE 245000 0 0 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 7413 14000 SH SOLE 14000 0 0