0001104659-20-125798.txt : 20201116
0001104659-20-125798.hdr.sgml : 20201116
20201116160551
ACCESSION NUMBER: 0001104659-20-125798
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201116
DATE AS OF CHANGE: 20201116
EFFECTIVENESS DATE: 20201116
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: 201316767
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
09-30-2020
09-30-2020
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
11-16-2020
0
237
5153602
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
3844
24000
SH
SOLE
24000
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
10119
125000
SH
SOLE
125000
0
0
ADVANCE AUTO PARTS INC
COM
00751Y106
84425
550000
SH
SOLE
550000
0
0
ADVANCED DRAIN SYS INC DEL
COM
00790R104
6933
111041
SH
SOLE
111041
0
0
AES CORP
COM
00130H105
9055
500000
SH
SOLE
500000
0
0
AIR PRODS & CHEMS INC
COM
009158106
7447
25000
SH
Call
SOLE
25000
0
0
AIR PRODS & CHEMS INC
COM
009158106
25020
84000
SH
SOLE
84000
0
0
AKZO NOBEL N.V.
COM
00BJ2KSG2
27702
273481
SH
SOLE
273481
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
36748
125000
SH
SOLE
125000
0
0
ALTICE USA INC
CL A
02156K103
39000
1500000
SH
SOLE
1500000
0
0
AMAZON COM INC
COM
023135106
58252
18500
SH
SOLE
18500
0
0
AMERICAN EAGLE OUTFITTERS IN
COM
02553E106
59240
4000000
SH
SOLE
4000000
0
0
AMERICAN EAGLE OUTFITTERS IN
COM
02553E106
14810
1000000
SH
Put
SOLE
1000000
0
0
AMERICAN OUTDOOR BRANDS INC
COM
02875D109
138
10624
SH
SOLE
10624
0
0
AMETEK INC
COM
031100100
3976
40000
SH
Put
SOLE
40000
0
0
AMETEK INC
COM
031100100
22876
230136
SH
SOLE
230136
0
0
AMPHENOL CORP NEW
CL A
032095101
4331
40000
SH
SOLE
40000
0
0
APPLE INC
COM
037833100
5791
50000
SH
Put
SOLE
50000
0
0
APTIV PLC
SHS
G6095L109
2750
30000
SH
Put
SOLE
30000
0
0
APTIV PLC
SHS
G6095L109
14309
156076
SH
SOLE
156076
0
0
ARCELORMITTAL SA LUXEMBOURG
NY REGISTRY SH
03938L203
14575
1100000
SH
SOLE
1100000
0
0
ARCH RESOURCES INC
CL A
03940R107
6322
148818
SH
SOLE
148818
0
0
ASHLAND GLOBAL HLDGS INC
COM
044186104
31270
440923
SH
SOLE
440923
0
0
AVIENT CORPORATION
COM
05368V106
29558
1117090
SH
SOLE
1117090
0
0
AZEK CO INC
CL A
05478C105
15574
447400
SH
SOLE
447400
0
0
BALL CORP
COM
058498106
10390
125000
SH
SOLE
125000
0
0
BEST BUY INC
COM
086516101
12520
112500
SH
SOLE
112500
0
0
BLOOMIN BRANDS INC
COM
094235108
25196
1650000
SH
SOLE
1650000
0
0
BOEING CO
COM
097023105
8263
50000
SH
Call
SOLE
50000
0
0
BOOKING HOLDINGS INC
COM
09857L108
17107
10000
SH
Put
SOLE
10000
0
0
BORGWARNER INC
COM
099724106
3099
80000
SH
Put
SOLE
80000
0
0
BORGWARNER INC
COM
099724106
12802
330470
SH
SOLE
330470
0
0
BOSTON BEER INC
CL A
100557107
41960
47500
SH
SOLE
47500
0
0
BOWX ACQUISITION CORP
UNIT 08/03/2025
103085205
11286
1100000
SH
SOLE
1100000
0
0
BOYD GAMING CORP
COM
103304101
13043
425000
SH
SOLE
425000
0
0
BRUNSWICK CORP
COM
117043109
8837
150000
SH
Put
SOLE
150000
0
0
BUILDERS FIRSTSOURCE INC
COM
12008R107
14679
450000
SH
SOLE
450000
0
0
CAESARS ENTERTAINMENT INC NE
COM
12769G100
70075
1250000
SH
SOLE
1250000
0
0
CALLAWAY GOLF CO
COM
131193104
19140
1000000
SH
SOLE
1000000
0
0
CARNIVAL CORP
UNIT 99/99/9999
143658300
22770
1500000
SH
Call
SOLE
1500000
0
0
CARRIER GLOBAL CORPORATION
COM
14448C104
19019
622743
SH
SOLE
622743
0
0
CATERPILLAR INC DEL
COM
149123101
12616
84586
SH
SOLE
84586
0
0
CATERPILLAR INC DEL
COM
149123101
4475
30000
SH
Put
SOLE
30000
0
0
CHEWY INC
CL A
16679L109
10966
200000
SH
Put
SOLE
200000
0
0
CLEAN HARBORS INC
COM
184496107
15478
276244
SH
SOLE
276244
0
0
COCA-COLA EUROPEAN PARTNERS
COM
00BYQQ3P5
17465
450000
SH
SOLE
450000
0
0
COGNEX CORP
COM
192422103
3970
60977
SH
SOLE
60977
0
0
COLFAX CORP
COM
194014106
23562
751353
SH
SOLE
751353
0
0
COLFAX CORP
COM
194014106
4704
150000
SH
Put
SOLE
150000
0
0
COLONNADE ACQUISITION CORP
COM
00BN741Y6
8715
875000
SH
SOLE
875000
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
14213
75000
SH
Put
SOLE
75000
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
18951
100000
SH
SOLE
100000
0
0
CONSTELLIUM SE
COM
N22035104
9428
1201029
SH
SOLE
1201029
0
0
COVENANT LOGISTICS GROUP INC
CL A
22284P105
8190
468254
SH
SOLE
468254
0
0
CROCS INC
COM
227046109
66858
1564672
SH
SOLE
1564672
0
0
CROWN HLDGS INC
COM
228368106
33434
435000
SH
SOLE
435000
0
0
CUMMINS INC
COM
231021106
30931
146479
SH
SOLE
146479
0
0
CUMMINS INC
COM
231021106
6335
30000
SH
Put
SOLE
30000
0
0
D R HORTON INC
COM
23331A109
3025
40000
SH
Put
SOLE
40000
0
0
D R HORTON INC
COM
23331A109
16061
212368
SH
SOLE
212368
0
0
DANA INCORPORATED
COM
235825205
3918
318000
SH
SOLE
318000
0
0
DANAHER CORPORATION
COM
235851102
32578
151294
SH
SOLE
151294
0
0
DANAHER CORPORATION
COM
235851102
5383
25000
SH
Put
SOLE
25000
0
0
DEERE & CO
COM
244199105
4433
20000
SH
Put
SOLE
20000
0
0
DEERE & CO
COM
244199105
24898
112341
SH
SOLE
112341
0
0
DELTA AIR LINES INC DEL
COM NEW
247361702
3594
117518
SH
SOLE
117518
0
0
DICKS SPORTING GOODS INC
COM
253393102
13747
237500
SH
SOLE
237500
0
0
DICKS SPORTING GOODS INC
COM
253393102
7235
125000
SH
Call
SOLE
125000
0
0
DOMTAR CORP
COM NEW
257559203
1970
75000
SH
SOLE
75000
0
0
DOVER CORP
COM
260003108
31438
290182
SH
SOLE
290182
0
0
DOVER CORP
COM
260003108
6500
60000
SH
Put
SOLE
60000
0
0
DYCOM INDS INC
COM
267475101
519
9834
SH
SOLE
9834
0
0
EASTMAN CHEM CO
COM
277432100
23688
303225
SH
SOLE
303225
0
0
EATON CORP PLC
SHS
G29183103
20792
203784
SH
SOLE
203784
0
0
EATON CORP PLC
SHS
G29183103
3571
35000
SH
Put
SOLE
35000
0
0
ECHO GLOBAL LOGISTICS INC
COM
27875T101
1871
72600
SH
SOLE
72600
0
0
EDP RENOVAVEIS SA
COM
00B39GNW2
7657
462000
SH
SOLE
462000
0
0
ELEMENT SOLUTIONS INC
COM
28618M106
25357
2412668
SH
SOLE
2412668
0
0
EQUITY DISTR ACQUISITION COR
UNIT 99/99/9999
29465E205
5150
500000
SH
SOLE
500000
0
0
F M C CORP
COM NEW
302491303
14882
140518
SH
SOLE
140518
0
0
FASTENAL CO
COM
311900104
18054
400402
SH
SOLE
400402
0
0
FEDEX CORP
COM
31428X106
92748
368751
SH
SOLE
368751
0
0
FEDEX CORP
COM
31428X106
62880
250000
SH
Call
SOLE
250000
0
0
FORTUNE BRANDS HOME & SEC IN
COM
34964C106
10308
119140
SH
SOLE
119140
0
0
FREEPORT-MCMORAN INC
CL B
35671D857
1564
100000
SH
Put
SOLE
100000
0
0
GAP INC
COM
364760108
25545
1500000
SH
Call
SOLE
1500000
0
0
GAP INC
COM
364760108
25545
1500000
SH
Put
SOLE
1500000
0
0
GAP INC
COM
364760108
29803
1750000
SH
SOLE
1750000
0
0
GATX CORP
COM
361448103
3576
56089
SH
SOLE
56089
0
0
GENERAC HLDGS INC
COM
368736104
9094
46964
SH
SOLE
46964
0
0
GENERAC HLDGS INC
COM
368736104
1936
10000
SH
Put
SOLE
10000
0
0
GENERAL ELECTRIC CO
COM
369604103
6230
1000000
SH
Call
SOLE
1000000
0
0
GENERAL MLS INC
COM
370334104
7710
125000
SH
Put
SOLE
125000
0
0
GREENBRIER COS INC
COM
393657101
3381
115000
SH
SOLE
115000
0
0
GROUP 1 AUTOMOTIVE INC
COM
398905109
20020
226500
SH
SOLE
226500
0
0
GROWGENERATION CORP
COM
39986L109
4794
300000
SH
Call
SOLE
300000
0
0
GROWGENERATION CORP
COM
39986L109
10787
675000
SH
SOLE
675000
0
0
GS ACQUISITION HLDGS CORP II
UNIT 99/99/9999
36258Q204
4492
400000
SH
SOLE
400000
0
0
HASBRO INC
COM
418056107
50807
614200
SH
SOLE
614200
0
0
HERSHEY CO
COM
427866108
21501
150000
SH
Put
SOLE
150000
0
0
IAA INC
COM
449253103
3172
60915
SH
SOLE
60915
0
0
IAC INTERACTIVECORP NEW
COM
44891N109
59890
500000
SH
SOLE
500000
0
0
INSURANCE ACQUISITION CORP
CL A
457867109
17302
1465000
SH
SOLE
1465000
0
0
ISHARES SILVER TR
ISHARES
46428Q109
4631
214019
SH
SOLE
214019
0
0
JACOBS ENGR GROUP INC
COM
469814107
23507
253386
SH
SOLE
253386
0
0
JACOBS ENGR GROUP INC
COM
469814107
4639
50000
SH
Put
SOLE
50000
0
0
JUNIPER INDL HLDGS INC
UNIT 11/13/2026
48205G205
9707
850000
SH
SOLE
850000
0
0
KELLOGG CO
COM
487836108
8074
125000
SH
Put
SOLE
125000
0
0
KENSINGTON CAP ACQUISITION C
UNIT 07/01/2027
490073202
14213
750000
SH
SOLE
750000
0
0
KNIGHT SWIFT TRANSN HLDGS IN
CL A
499049104
37994
933502
SH
SOLE
933502
0
0
KONTOOR BRANDS INC
COM
50050N103
13310
550000
SH
SOLE
550000
0
0
L BRANDS INC
COM
501797104
65211
2050000
SH
SOLE
2050000
0
0
L BRANDS INC
COM
501797104
15905
500000
SH
Call
SOLE
500000
0
0
L3HARRIS TECHNOLOGIES INC
COM
502431109
1698
10000
SH
SOLE
10000
0
0
LANXESS AG
COM
00B05M8B7
20081
350000
SH
SOLE
350000
0
0
LEAR CORP
COM NEW
521865204
20218
185400
SH
SOLE
185400
0
0
LEAR CORP
COM NEW
521865204
3272
30000
SH
Put
SOLE
30000
0
0
LEGGETT & PLATT INC
COM
524660107
67931
1650000
SH
SOLE
1650000
0
0
LENDINGTREE INC NEW
COM
52603B107
12276
40000
SH
SOLE
40000
0
0
LENNAR CORP
CL A
526057104
9190
112513
SH
SOLE
112513
0
0
LENNAR CORP
CL A
526057104
2042
25000
SH
Put
SOLE
25000
0
0
LIBERTY MEDIA CORP DEL
COM C BRAVES GRP
531229888
1366
65000
SH
SOLE
65000
0
0
LINCOLN ELEC HLDGS INC
COM
533900106
4602
50000
SH
Put
SOLE
50000
0
0
LINCOLN ELEC HLDGS INC
COM
533900106
17057
185320
SH
SOLE
185320
0
0
LINDE PLC
SHS
G5494J103
38101
160000
SH
SOLE
160000
0
0
LINDE PLC
SHS
G5494J103
47626
200000
SH
Call
SOLE
200000
0
0
LOCKHEED MARTIN CORP
COM
539830109
9582
25000
SH
SOLE
25000
0
0
LOUISIANA PAC CORP
COM
546347105
40019
1356108
SH
SOLE
1356108
0
0
LOUISIANA PAC CORP
COM
546347105
7378
250000
SH
Call
SOLE
250000
0
0
LOVESAC COMPANY
COM
54738L109
6669
240680
SH
SOLE
240680
0
0
MADDEN STEVEN LTD
COM
556269108
5731
293872
SH
SOLE
293872
0
0
MASCO CORP
COM
574599106
25686
465921
SH
SOLE
465921
0
0
MASCO CORP
COM
574599106
5513
100000
SH
Put
SOLE
100000
0
0
MASTEC INC
COM
576323109
2110
50000
SH
Put
SOLE
50000
0
0
MASTEC INC
COM
576323109
11079
262531
SH
SOLE
262531
0
0
MATCH GROUP INC NEW
COM
57667L107
95436
862500
SH
SOLE
862500
0
0
MATTEL INC
COM
577081102
17550
1500000
SH
SOLE
1500000
0
0
MERITAGE HOMES CORP
COM
59001A102
9562
86617
SH
SOLE
86617
0
0
MONDELEZ INTL INC
CL A
609207105
94074
1637500
SH
SOLE
1637500
0
0
MONSTER BEVERAGE CORP NEW
COM
61174X109
69173
862500
SH
SOLE
862500
0
0
MOSAIC CO NEW
COM
61945C103
5481
300000
SH
SOLE
300000
0
0
MSC INDL DIRECT INC
CL A
553530106
5290
83594
SH
SOLE
83594
0
0
MSC INDL DIRECT INC
CL A
553530106
1898
30000
SH
Put
SOLE
30000
0
0
NETFLIX INC
COM
64110L106
30002
60000
SH
Call
SOLE
60000
0
0
NETFLIX INC
COM
64110L106
15001
30000
SH
SOLE
30000
0
0
NEWHOLD INVESTMENT CORP
UNIT 03/10/2025
651448201
3018
300000
SH
SOLE
300000
0
0
NORDSON CORP
COM
655663102
3261
17000
SH
SOLE
17000
0
0
NORFOLK SOUTHN CORP
COM
655844108
81377
380282
SH
SOLE
380282
0
0
NORFOLK SOUTHN CORP
COM
655844108
32099
150000
SH
Put
SOLE
150000
0
0
OLD DOMINION FREIGHT LINE IN
COM
679580100
10312
57000
SH
SOLE
57000
0
0
ORSTED A/S
COM
00BYT16L4
20058
145550
SH
SOLE
145550
0
0
OTIS WORLDWIDE CORP
COM
68902V107
16034
256877
SH
SOLE
256877
0
0
OVERSTOCK COM INC DEL
COM
690370101
7265
100000
SH
Call
SOLE
100000
0
0
OVERSTOCK COM INC DEL
COM
690370101
15438
212500
SH
SOLE
212500
0
0
PACCAR INC
COM
693718108
21179
248346
SH
SOLE
248346
0
0
PACCAR INC
COM
693718108
3411
40000
SH
Put
SOLE
40000
0
0
PARKER-HANNIFIN CORP
COM
701094104
5059
25000
SH
Put
SOLE
25000
0
0
PARKER-HANNIFIN CORP
COM
701094104
24734
122242
SH
SOLE
122242
0
0
PAYPAL HLDGS INC
COM
70450Y103
83738
425000
SH
SOLE
425000
0
0
PERSHING SQUARE TONTINE HLDG
*W EXP 07/24/202
71531R117
1195
166665
SH
SOLE
166665
0
0
PERSHING SQUARE TONTINE HLDG
COM CL A
71531R109
28363
1250000
SH
SOLE
1250000
0
0
POLARIS INC
COM
731068102
17623
186800
SH
SOLE
186800
0
0
POOL CORP
COM
73278L105
9329
27886
SH
SOLE
27886
0
0
PROPTECH ACQUISITION CORP
COM CL A
74349F101
9321
837500
SH
SOLE
837500
0
0
PROSHARES TR II
VIX SH TRM FUTRS
74347W171
5617
275210
SH
SOLE
275210
0
0
PURPLE INNOVATION INC
COM
74640Y106
33576
1350600
SH
SOLE
1350600
0
0
PVH CORPORATION
COM
693656100
65604
1100000
SH
SOLE
1100000
0
0
PVH CORPORATION
COM
693656100
5964
100000
SH
Call
SOLE
100000
0
0
QUEST RESOURCE HLDG CORP
COM NEW
74836W203
14
7357
SH
SOLE
7357
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
11796
205000
SH
SOLE
205000
0
0
REGAL BELOIT CORP
COM
758750103
13956
148671
SH
SOLE
148671
0
0
REGAL BELOIT CORP
COM
758750103
2816
30000
SH
Put
SOLE
30000
0
0
RELIANCE STEEL & ALUMINUM CO
COM
759509102
19898
195000
SH
SOLE
195000
0
0
RESTAURANT BRANDS INTL INC
COM
76131D103
56791
987500
SH
SOLE
987500
0
0
REXNORD CORP
COM
76169B102
6565
220000
SH
SOLE
220000
0
0
ROPER TECHNOLOGIES INC
COM
776696106
9285
23500
SH
SOLE
23500
0
0
ROYAL CARIBBEAN GROUP
COM
V7780T103
22656
350000
SH
Call
SOLE
350000
0
0
RUSH ENTERPRISES INC
CL A
781846209
1769
35000
SH
SOLE
35000
0
0
RWE AG
COM
004768962
16680
445000
SH
SOLE
445000
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
34641
450000
SH
Call
SOLE
450000
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
23094
300000
SH
Put
SOLE
300000
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
70020
600000
SH
Call
SOLE
600000
0
0
SIMPLY GOOD FOODS CO
COM
82900L102
40241
1825000
SH
SOLE
1825000
0
0
SITEONE LANDSCAPE SUPPLY INC
COM
82982L103
1928
15812
SH
SOLE
15812
0
0
SKECHERS U S A INC
CL A
830566105
14027
464174
SH
SOLE
464174
0
0
SNAP INC
CL A
83304A106
9139
350000
SH
SOLE
350000
0
0
SNAP INC
CL A
83304A106
26110
1000000
SH
Call
SOLE
1000000
0
0
SOCIAL CAPITAL HEDOSOPHIA-A
COM
00BK4J2X0
380
20000
SH
SOLE
20000
0
0
SPDR GOLD TR
GOLD SHS
78463V107
12785
72185
SH
SOLE
72185
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
16745
50000
SH
Call
SOLE
50000
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
468846
1400000
SH
Put
SOLE
1400000
0
0
SPECTRUM BRANDS HLDGS INC NE
COM
84790A105
41441
725000
SH
SOLE
725000
0
0
STANLEY BLACK & DECKER INC
COM
854502101
29443
181521
SH
SOLE
181521
0
0
STANLEY BLACK & DECKER INC
COM
854502101
4866
30000
SH
Put
SOLE
30000
0
0
STARBOARD VALUE ACQUISITN CO
UNIT 09/10/2025
85521J208
5050
500000
SH
SOLE
500000
0
0
SYNTHETIC BIOLOGICS INC
COM NEW
87164U201
107
225000
SH
Call
SOLE
225000
0
0
TELEDYNE TECHNOLOGIES INC
COM
879360105
14625
47146
SH
SOLE
47146
0
0
TESLA INC
COM
88160R101
3803
8865
SH
SOLE
8865
0
0
TFI INTL INC
COM
87241L109
6555
156700
SH
SOLE
156700
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
22404
50744
SH
SOLE
50744
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
5740
13000
SH
Put
SOLE
13000
0
0
THOR INDS INC
COM
885160101
14289
150000
SH
Call
SOLE
150000
0
0
THOR INDS INC
COM
885160101
59538
625000
SH
SOLE
625000
0
0
TIMKEN CO
COM
887389104
22331
411856
SH
SOLE
411856
0
0
TIMKEN CO
COM
887389104
2711
50000
SH
Put
SOLE
50000
0
0
TJX COS INC NEW
COM
872540109
97388
1750000
SH
SOLE
1750000
0
0
TRITON INTL LTD
CL A
G9078F107
2081
51166
SH
SOLE
51166
0
0
UBER TECHNOLOGIES INC
COM
90353T100
32832
900000
SH
Call
SOLE
900000
0
0
UBER TECHNOLOGIES INC
COM
90353T100
16416
450000
SH
Put
SOLE
450000
0
0
ULTA BEAUTY INC
COM
90384S303
22398
100000
SH
SOLE
100000
0
0
UNDER ARMOUR INC
CL A
904311107
19653
1750000
SH
SOLE
1750000
0
0
UNDER ARMOUR INC
CL A
904311107
16845
1500000
SH
Call
SOLE
1500000
0
0
UNION PAC CORP
COM
907818108
29531
150000
SH
Put
SOLE
150000
0
0
UNION PAC CORP
COM
907818108
72806
369817
SH
SOLE
369817
0
0
UNITED RENTALS INC
COM
911363109
6856
39287
SH
SOLE
39287
0
0
UNITED RENTALS INC
COM
911363109
1745
10000
SH
Put
SOLE
10000
0
0
UTZ BRANDS INC
COM CL A
918090101
25060
1400000
SH
SOLE
1400000
0
0
V F CORP
COM
918204108
24588
350000
SH
SOLE
350000
0
0
VALE S A
SPONSORED ADS
91912E105
18039
1705000
SH
SOLE
1705000
0
0
VALVOLINE INC
COM
92047W101
24752
1300000
SH
SOLE
1300000
0
0
VERTIV HOLDINGS CO
*W EXP 06/12/202
92537N116
2192
338300
SH
SOLE
338300
0
0
VERTIV HOLDINGS CO
COM CL A
92537N108
20422
1179099
SH
SOLE
1179099
0
0
VESTAS WIND SYSTEM AVS
COM
005964651
21734
134038
SH
SOLE
134038
0
0
VIRGIN GALACTIC HOLDINGS INC
COM
92766K106
10162
528457
SH
SOLE
528457
0
0
VIRGIN GALACTIC HOLDINGS INC
COM
92766K106
4808
250000
SH
Put
SOLE
250000
0
0
VROOM INC
COM
92918V109
28479
550000
SH
SOLE
550000
0
0
WABASH NATL CORP
COM
929566107
3803
317952
SH
SOLE
317952
0
0
WASTE CONNECTIONS INC
COM
94106B101
9342
90000
SH
SOLE
90000
0
0
WAYFAIR INC
CL A
94419L101
5093
17500
SH
Call
SOLE
17500
0
0
WEST FRASER TIMBER CO LTD
COM
952845105
33580
723000
SH
SOLE
723000
0
0
WEST FRASER TIMBER CO LTD
CALL
952845105
2322
50000
SH
Call
SOLE
50000
0
0
WESTLAKE CHEM CORP
COM
960413102
15489
245000
SH
SOLE
245000
0
0
WEYERHAEUSER CO MTN BE
COM NEW
962166104
19251
675000
SH
SOLE
675000
0
0
WILLIAMS SONOMA INC
COM
969904101
27132
300000
SH
Call
SOLE
300000
0
0
YUCAIPA ACQUISITION CORP
COM
00BLD6QC5
6394
626835
SH
SOLE
626835
0
0
ZEBRA TECHNOLOGIES CORPORATI
CL A
989207105
8738
34610
SH
SOLE
34610
0
0
ZILLOW GROUP INC
CL C CAP STK
98954M200
123178
1212500
SH
SOLE
1212500
0
0