0001104659-23-060732.txt : 20230515
0001104659-23-060732.hdr.sgml : 20230515
20230515160427
ACCESSION NUMBER: 0001104659-23-060732
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230515
DATE AS OF CHANGE: 20230515
EFFECTIVENESS DATE: 20230515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: SCOPUS ASSET MANAGEMENT, L.P.
CENTRAL INDEX KEY: 0001317583
IRS NUMBER: 134000532
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: 23921904
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
X0202
13F-HR
LIVE
false
false
false
0001317583
XXXXXXXX
03-31-2023
03-31-2023
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
05-15-2023
0
216
4158102049
INFORMATION TABLE
2
infotable.xml
ACTIVISION BLIZZARD INC
COM
00507V109
12838500
150000
SH
SOLE
150000
0
0
ADVANSIX INC
COM
00773T101
16844311
440144
SH
SOLE
440144
0
0
AIRBNB INC
COM CL A
009066101
20215000
162500
SH
SOLE
162500
0
0
AIRBNB INC
COM CL A
009066101
20215000
162500
SH
Put
SOLE
162500
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
15327000
150000
SH
Call
SOLE
150000
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
25545000
250000
SH
SOLE
250000
0
0
AMETEK INC
COM
031100100
11254937
77444
SH
SOLE
77444
0
0
ARCBEST CORP
COM
03937C105
5693072
61600
SH
SOLE
61600
0
0
ARCH RESOURCES INC
CL A
03940R107
8413440
64000
SH
SOLE
64000
0
0
ARCOSA INC
COM
039653100
2524400
40000
SH
SOLE
40000
0
0
AUTONATION INC
COM
05329W102
11756500
87500
SH
Put
SOLE
87500
0
0
AXALTA COATING SYS LTD
COM
G0750C108
13630500
450000
SH
SOLE
450000
0
0
BATH & BODY WORKS INC
COM
070830104
22862500
625000
SH
SOLE
625000
0
0
BELLRING BRANDS INC
COMMON STOCK
07831C103
32300000
950000
SH
SOLE
950000
0
0
BERRY GLOBAL GROUP INC
COM
08579W103
4417500
75000
SH
SOLE
75000
0
0
BEST BUY INC
COM
086516101
15654000
200000
SH
Put
SOLE
200000
0
0
BLOCK INC
CL A
852234103
18878750
275000
SH
Call
SOLE
275000
0
0
BLOCK INC
CL A
852234103
8581250
125000
SH
SOLE
125000
0
0
BOEING CO
COM
097023105
10621500
50000
SH
Call
SOLE
50000
0
0
BOEING CO
COM
097023105
22222302
104610
SH
SOLE
104610
0
0
BRENNTAG SE
COM
00B4YVF56
4500353
60000
SH
SOLE
60000
0
0
BRINKER INTL INC
COM
109641100
8550000
225000
SH
SOLE
225000
0
0
BRUNSWICK CORP
COM
117043109
8200000
100000
SH
Put
SOLE
100000
0
0
BUILDERS FIRSTSOURCE INC
COM
12008R107
17312100
195000
SH
SOLE
195000
0
0
BURLINGTON STORES INC
COM
122017106
7578750
37500
SH
Call
SOLE
37500
0
0
BURLINGTON STORES INC
COM
122017106
108628750
537500
SH
SOLE
537500
0
0
C H ROBINSON WORLDWIDE INC
COM NEW
12541W209
24842500
250000
SH
Put
SOLE
250000
0
0
CABOT CORP
COM
127055101
19543200
255000
SH
SOLE
255000
0
0
CAPRI HOLDINGS LTD
COM
G1890L107
35250000
750000
SH
SOLE
750000
0
0
CAPRI HOLDINGS LTD
CALL
G1890L107
9400000
200000
SH
Call
SOLE
200000
0
0
CAPRI HOLDINGS LTD
PUT
G1890L107
7050000
150000
SH
Put
SOLE
150000
0
0
CARMAX INC
COM
143130102
10445500
162500
SH
Put
SOLE
162500
0
0
CF INDS HLDGS INC
COM
125269100
16310250
225000
SH
SOLE
225000
0
0
CHURCH & DWIGHT CO INC
COM
171340102
27628125
312500
SH
SOLE
312500
0
0
COMMERCIAL METALS CO
COM
201723103
27934125
571250
SH
SOLE
571250
0
0
CONSOL ENERGY INC NEW
COM
20854L108
2330800
40000
SH
SOLE
40000
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
16941750
75000
SH
Call
SOLE
75000
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
11294500
50000
SH
Put
SOLE
50000
0
0
CONSTELLIUM SE
COM
N22035104
3129313
204798
SH
SOLE
204798
0
0
COSTCO WHSL CORP NEW
COM
22160K105
30309070
61000
SH
SOLE
61000
0
0
COVENANT LOGISTICS GROUP INC
CL A
22284P105
10019645
282881
SH
SOLE
282881
0
0
CULLEN FROST BANKERS INC
COM
229899109
49812903
312500
SH
SOLE
312500
0
0
DANAHER CORPORATION
COM
235851102
13125487
52077
SH
SOLE
52077
0
0
DECKERS OUTDOOR CORP
COM
243537107
22477500
50000
SH
SOLE
50000
0
0
DICKS SPORTING GOODS INC
COM
253393102
24830750
175000
SH
SOLE
175000
0
0
DOLLAR GEN CORP NEW
COM
256677105
26307500
125000
SH
Put
SOLE
125000
0
0
DOORDASH INC
CL A
25809K105
12712000
200000
SH
Put
SOLE
200000
0
0
DOORDASH INC
CL A
25809K105
25424000
400000
SH
SOLE
400000
0
0
DOVER CORP
COM
260003108
7597000
50000
SH
Put
SOLE
50000
0
0
DOVER CORP
COM
260003108
21283603
140079
SH
SOLE
140079
0
0
DRAFTKINGS INC NEW
COM CL A
26142V105
26620000
1375000
SH
SOLE
1375000
0
0
DSV A/S
COM
00B1WT5G2
20655679
107000
SH
SOLE
107000
0
0
EATON CORP PLC
SHS
G29183103
31747246
185288
SH
SOLE
185288
0
0
EATON CORP PLC
SHS
G29183103
17134000
100000
SH
Call
SOLE
100000
0
0
EATON CORP PLC
SHS
G29183103
10280400
60000
SH
Put
SOLE
60000
0
0
ECOVYST INC
COM
27923Q109
9945000
900000
SH
SOLE
900000
0
0
EDGEWELL PERS CARE CO
COM
28035Q102
13786500
325000
SH
SOLE
325000
0
0
ELEMENT SOLUTIONS INC
COM
28618M106
3993076
206788
SH
SOLE
206788
0
0
ENERSYS
COM
29275Y102
3040800
35000
SH
SOLE
35000
0
0
ERO COPPER CORP
COM
296006109
3095775
175000
SH
SOLE
175000
0
0
EXPEDIA GROUP INC
COM NEW
30212P303
4851500
50000
SH
Put
SOLE
50000
0
0
FASTENAL CO
COM
311900104
5394000
100000
SH
Call
SOLE
100000
0
0
FEDEX CORP
COM
31428X106
115387450
505000
SH
SOLE
505000
0
0
FIRST REP BK SAN FRANCISCO C
COM
33616C100
2798000
200000
SH
Put
SOLE
200000
0
0
FLOOR & DECOR HLDGS INC
CL A
339750101
35293982
359336
SH
SOLE
359336
0
0
FLOWSERVE CORP
COM
34354P105
3400000
100000
SH
Call
SOLE
100000
0
0
FORD MTR CO DEL
COM
345370860
3780000
300000
SH
Call
SOLE
300000
0
0
GATX CORP
COM
361448103
19500825
177248
SH
SOLE
177248
0
0
GENERAL ELECTRIC CO
COM NEW
369604301
9560000
100000
SH
Call
SOLE
100000
0
0
GENERAL ELECTRIC CO
COM NEW
369604301
34712647
363103
SH
SOLE
363103
0
0
GERDAU SA
SPON ADR REP PFD
373737105
1811760
367497
SH
SOLE
367497
0
0
GRAINGER W W INC
COM
384802104
13776200
20000
SH
Call
SOLE
20000
0
0
GRAINGER W W INC
COM
384802104
4526859
6572
SH
SOLE
6572
0
0
GXO LOGISTICS INCORPORATED
COMMON STOCK
36262G101
35484431
703219
SH
SOLE
703219
0
0
HALLIBURTON CO
COM
406216101
949200
30000
SH
SOLE
30000
0
0
HARLEY DAVIDSON INC
COM
412822108
7594000
200000
SH
Put
SOLE
200000
0
0
HASBRO INC
COM
418056107
16107000
300000
SH
Call
SOLE
300000
0
0
HEICO CORP NEW
COM
422806109
8552000
50000
SH
Call
SOLE
50000
0
0
HEICO CORP NEW
COM
422806109
23523302
137531
SH
SOLE
137531
0
0
HOME DEPOT INC
COM
437076102
14756000
50000
SH
Call
SOLE
50000
0
0
HOME DEPOT INC
COM
437076102
14756000
50000
SH
Put
SOLE
50000
0
0
HOWMET AEROSPACE INC
COM
443201108
2118500
50000
SH
Put
SOLE
50000
0
0
HOWMET AEROSPACE INC
COM
443201108
12897428
304400
SH
SOLE
304400
0
0
HUB GROUP INC
CL A
443320106
22517409
268256
SH
SOLE
268256
0
0
HUBBELL INC
COM
443510607
8882275
36506
SH
SOLE
36506
0
0
HUNT J B TRANS SVCS INC
COM
445658107
16042308
91430
SH
SOLE
91430
0
0
IAC INC
COM NEW
44891N208
34830000
675000
SH
SOLE
675000
0
0
INGERSOLL RAND INC
COM
45687V106
9740554
167421
SH
SOLE
167421
0
0
INGREDION INC
COM
457187102
20346000
200000
SH
SOLE
200000
0
0
INTERFOR CORP
COM
45868C109
10752476
659993
SH
SOLE
659993
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
32093000
100000
SH
Call
SOLE
100000
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
80232500
250000
SH
Put
SOLE
250000
0
0
ISHARES TR
US HOME CONS ETF
464288752
7029000
100000
SH
Put
SOLE
100000
0
0
ITT INC
COM
45073V108
8630000
100000
SH
Call
SOLE
100000
0
0
ITT INC
COM
45073V108
4315000
50000
SH
Put
SOLE
50000
0
0
ITT INC
COM
45073V108
6161043
71391
SH
SOLE
71391
0
0
KEURIG DR PEPPER INC
COM
49271V100
5292000
150000
SH
Put
SOLE
150000
0
0
KNIGHT-SWIFT TRANSN HLDGS IN
CL A
499049104
11316000
200000
SH
Put
SOLE
200000
0
0
KNIGHT-SWIFT TRANSN HLDGS IN
CL A
499049104
3436047
60729
SH
SOLE
60729
0
0
KOHLS CORP
COM
500255104
11770000
500000
SH
Put
SOLE
500000
0
0
KROGER CO
COM
501044101
24685000
500000
SH
Put
SOLE
500000
0
0
LAMB WESTON HLDGS INC
COM
513272104
18291000
175000
SH
Put
SOLE
175000
0
0
LAMB WESTON HLDGS INC
COM
513272104
47034000
450000
SH
SOLE
450000
0
0
LAS VEGAS SANDS CORP
COM
517834107
22980000
400000
SH
SOLE
400000
0
0
LAS VEGAS SANDS CORP
COM
517834107
12926250
225000
SH
Call
SOLE
225000
0
0
LAUDER ESTEE COS INC
CL A
518439104
18484500
75000
SH
Call
SOLE
75000
0
0
LAUDER ESTEE COS INC
CL A
518439104
80099500
325000
SH
SOLE
325000
0
0
LIBERTY MEDIA CORP DEL
COM C BRAVES GRP
531229888
3436380
102000
SH
SOLE
102000
0
0
LINDE PLC
COM
G5494J103
63671744
179135
SH
SOLE
179135
0
0
LOCKHEED MARTIN CORP
COM
539830109
11555885
24445
SH
SOLE
24445
0
0
LULULEMON ATHLETICA INC
COM
550021109
18209500
50000
SH
SOLE
50000
0
0
LULULEMON ATHLETICA INC
COM
550021109
50076125
137500
SH
Call
SOLE
137500
0
0
MACYS INC
COM
55616P104
21862500
1250000
SH
Call
SOLE
1250000
0
0
MARATHON OIL CORP
COM
565849106
3594000
150000
SH
SOLE
150000
0
0
MARTEN TRANS LTD
COM
573075108
1649813
78750
SH
SOLE
78750
0
0
MASTEC INC
COM
576323109
4722000
50000
SH
Call
SOLE
50000
0
0
MASTEC INC
COM
576323109
16608691
175865
SH
SOLE
175865
0
0
MATTEL INC
COM
577081102
8284500
450000
SH
Call
SOLE
450000
0
0
MATTEL INC
COM
577081102
19330500
1050000
SH
SOLE
1050000
0
0
MCCORMICK & CO INC
COM NON VTG
579780206
20802500
250000
SH
Put
SOLE
250000
0
0
MCCORMICK & CO INC
COM NON VTG
579780206
21017515
252584
SH
SOLE
252584
0
0
META PLATFORMS INC
CL A
30303M102
18544750
87500
SH
Call
SOLE
87500
0
0
META PLATFORMS INC
CL A
30303M102
26492500
125000
SH
Put
SOLE
125000
0
0
META PLATFORMS INC
CL A
30303M102
63582000
300000
SH
SOLE
300000
0
0
METHANEX CORP
COM
59151K108
13908655
298918
SH
SOLE
298918
0
0
MIRION TECHNOLOGIES INC
COM CL A
60471A101
2135000
250000
SH
SOLE
250000
0
0
MOBILEYE GLOBAL INC
COMMON CLASS A
60741F104
4577923
105799
SH
SOLE
105799
0
0
MONDELEZ INTL INC
CL A
609207105
52290000
750000
SH
SOLE
750000
0
0
MONSTER BEVERAGE CORP NEW
COM
61174X109
43208000
800000
SH
SOLE
800000
0
0
O-I GLASS INC
COM
67098H104
23845500
1050000
SH
SOLE
1050000
0
0
OLD DOMINION FREIGHT LINE IN
COM
679580100
15337800
45000
SH
SOLE
45000
0
0
OLD DOMINION FREIGHT LINE IN
COM
679580100
23858800
70000
SH
Put
SOLE
70000
0
0
P A M TRANSN SVCS INC
COM
693149106
2135884
74603
SH
SOLE
74603
0
0
PARKER-HANNIFIN CORP
COM
701094104
36717329
109242
SH
SOLE
109242
0
0
PARKER-HANNIFIN CORP
COM
701094104
26888800
80000
SH
Call
SOLE
80000
0
0
PARKER-HANNIFIN CORP
COM
701094104
13444400
40000
SH
Put
SOLE
40000
0
0
PENTAIR PLC
SHS
G7S00T104
5527000
100000
SH
Call
SOLE
100000
0
0
POLARIS INC
COM
731068102
8297250
75000
SH
Put
SOLE
75000
0
0
PONTEM CORP-CLASS A
COM
00BNNF187
7231000
700000
SH
SOLE
700000
0
0
POOL CORP
COM
73278L105
12629872
36882
SH
SOLE
36882
0
0
PPG INDS INC
COM
693506107
27383900
205000
SH
SOLE
205000
0
0
PROCTER AND GAMBLE CO
COM
742718109
44607000
300000
SH
SOLE
300000
0
0
PURECYCLE TECHNOLOGIES INC
COM
74623V103
4097506
585358
SH
SOLE
585358
0
0
PVH CORPORATION
COM
693656100
19480568
218490
SH
SOLE
218490
0
0
QUANTA SVCS INC
COM
74762E102
22004812
132050
SH
SOLE
132050
0
0
QUANTA SVCS INC
COM
74762E102
8332000
50000
SH
Call
SOLE
50000
0
0
QUEST RESOURCE HLDG CORP
COM NEW
74836W203
38393
6253
SH
SOLE
6253
0
0
RALPH LAUREN CORP
CL A
751212101
11667000
100000
SH
Put
SOLE
100000
0
0
RALPH LAUREN CORP
CL A
751212101
26250750
225000
SH
SOLE
225000
0
0
RELIANCE STEEL & ALUMINUM CO
COM
759509102
70246118
273608
SH
SOLE
273608
0
0
RELIANCE STEEL & ALUMINUM CO
COM
759509102
28241400
110000
SH
Put
SOLE
110000
0
0
ROCKWELL AUTOMATION INC
COM
773903109
14672500
50000
SH
Call
SOLE
50000
0
0
ROCKWELL AUTOMATION INC
COM
773903109
3242329
11049
SH
SOLE
11049
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
20236000
200000
SH
Call
SOLE
200000
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
40472000
400000
SH
Put
SOLE
400000
0
0
SIGNET JEWELERS LIMITED
SHS
G81276100
9085948
116816
SH
SOLE
116816
0
0
SIMPLY GOOD FOODS CO
COM
82900L102
47724000
1200000
SH
SOLE
1200000
0
0
SKECHERS U S A INC
CL A
830566105
52272000
1100000
SH
SOLE
1100000
0
0
SKECHERS U S A INC
CL A
830566105
5940000
125000
SH
Call
SOLE
125000
0
0
SOLVAY SA
COM
004821100
14273608
125000
SH
SOLE
125000
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
61408500
150000
SH
Put
SOLE
150000
0
0
SPDR SER TR
S&P RETAIL ETF
78464A714
12684000
200000
SH
Call
SOLE
200000
0
0
SPDR SER TR
S&P RETAIL ETF
78464A714
25368000
400000
SH
Put
SOLE
400000
0
0
SPECTRUM BRANDS HLDGS INC NE
COM
84790A105
28143500
425000
SH
Call
SOLE
425000
0
0
SPIRIT AEROSYSTEMS HLDGS INC
COM CL A
848574109
6906000
200000
SH
Call
SOLE
200000
0
0
SPOTIFY TECHNOLOGY S A
SHS
L8681T102
13362000
100000
SH
Call
SOLE
100000
0
0
SPOTIFY TECHNOLOGY S A
SHS
L8681T102
50107500
375000
SH
SOLE
375000
0
0
STARBUCKS CORP
COM
855244109
31239000
300000
SH
Call
SOLE
300000
0
0
STEEL DYNAMICS INC
COM
858119100
14132500
125000
SH
Put
SOLE
125000
0
0
STELCO HOLDINGS INC
COM
858522105
15946739
411800
SH
SOLE
411800
0
0
STELCO HOLDINGS INC
PUT
858522105
7744895
200000
SH
Put
SOLE
200000
0
0
SUNCOR ENERGY INC NEW
COM
867224107
9934300
320000
SH
SOLE
320000
0
0
SWEETGREEN INC
COM CL A
87043Q108
5096000
650000
SH
SOLE
650000
0
0
TELEDYNE TECHNOLOGIES INC
COM
879360105
10177440
22750
SH
SOLE
22750
0
0
TELEDYNE TECHNOLOGIES INC
COM
879360105
11184000
25000
SH
Call
SOLE
25000
0
0
TELEDYNE TECHNOLOGIES INC
COM
879360105
8947200
20000
SH
Put
SOLE
20000
0
0
TEMPUR SEALY INTL INC
COM
88023U101
10859750
275000
SH
Call
SOLE
275000
0
0
TEMPUR SEALY INTL INC
COM
88023U101
61209500
1550000
SH
SOLE
1550000
0
0
TEREX CORP NEW
COM
880779103
6427767
132860
SH
SOLE
132860
0
0
TEREX CORP NEW
COM
880779103
19352000
400000
SH
Call
SOLE
400000
0
0
TEREX CORP NEW
COM
880779103
4838000
100000
SH
Put
SOLE
100000
0
0
TESLA INC
COM
88160R101
3772868
18186
SH
SOLE
18186
0
0
TEXTRON INC
COM
883203101
3044365
43103
SH
SOLE
43103
0
0
TEXTRON INC
COM
883203101
14126000
200000
SH
Call
SOLE
200000
0
0
TIMKEN CO
COM
887389104
16344000
200000
SH
Call
SOLE
200000
0
0
TIMKEN CO
COM
887389104
8172000
100000
SH
Put
SOLE
100000
0
0
TIMKEN CO
COM
887389104
7274633
89019
SH
SOLE
89019
0
0
TIMKENSTEEL CORPORATION
COM
887399103
4452787
242791
SH
SOLE
242791
0
0
TJX COS INC NEW
COM
872540109
15672000
200000
SH
Call
SOLE
200000
0
0
TJX COS INC NEW
COM
872540109
50934000
650000
SH
SOLE
650000
0
0
TRANE TECHNOLOGIES PLC
COM
G8994E103
7423225
40348
SH
SOLE
40348
0
0
TRANSDIGM GROUP INC
COM
893641100
25201214
34192
SH
SOLE
34192
0
0
TRANSDIGM GROUP INC
COM
893641100
14741000
20000
SH
Put
SOLE
20000
0
0
TRITON INTL LTD
CL A
G9078F107
16804951
265817
SH
SOLE
265817
0
0
UNITED RENTALS INC
COM
911363109
13540928
34215
SH
SOLE
34215
0
0
UNITED RENTALS INC
COM
911363109
49470000
125000
SH
Call
SOLE
125000
0
0
UNITED RENTALS INC
COM
911363109
11872800
30000
SH
Put
SOLE
30000
0
0
US BANCORP DEL
COM NEW
902973304
7210000
200000
SH
SOLE
200000
0
0
V F CORP
COM
918204108
11455000
500000
SH
SOLE
500000
0
0
VALVOLINE INC
COM
92047W101
4367500
125000
SH
SOLE
125000
0
0
VISTEON CORP
COM NEW
92839U206
11896183
75854
SH
SOLE
75854
0
0
VONTIER CORPORATION
COM
928881101
9270912
339097
SH
SOLE
339097
0
0
VONTIER CORPORATION
COM
928881101
5468000
200000
SH
Call
SOLE
200000
0
0
WABTEC
COM
929740108
37189676
367996
SH
SOLE
367996
0
0
WALMART INC
COM
931142103
36862500
250000
SH
SOLE
250000
0
0
WALMART INC
COM
931142103
66352500
450000
SH
Call
SOLE
450000
0
0
WASTE CONNECTIONS INC
COM
94106B101
3527371
25364
SH
SOLE
25364
0
0
WERNER ENTERPRISES INC
COM
950755108
5686250
125000
SH
SOLE
125000
0
0
WESCO INTL INC
COM
95082P105
4691525
30358
SH
SOLE
30358
0
0
WESCO INTL INC
COM
95082P105
23181000
150000
SH
Call
SOLE
150000
0
0
WESCO INTL INC
COM
95082P105
6181600
40000
SH
Put
SOLE
40000
0
0
WEST FRASER TIMBER CO LTD
COM
952845105
26245464
367981
SH
SOLE
367981
0
0
WYNN RESORTS LTD
COM
983134107
61550500
550000
SH
SOLE
550000
0
0
WYNN RESORTS LTD
COM
983134107
22382000
200000
SH
Call
SOLE
200000
0
0
YUM BRANDS INC
COM
988498101
26416000
200000
SH
SOLE
200000
0
0
ZILLOW GROUP INC
CL C CAP STK
98954M200
14230400
320000
SH
SOLE
320000
0
0