Chief Operating Officer

0001104659-22-061337.txt : 20220516 0001104659-22-061337.hdr.sgml : 20220516 20220516161541 ACCESSION NUMBER: 0001104659-22-061337 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 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: 22929238 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 03-31-2022 03-31-2022 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 05-16-2022 0 248 4036091 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 8933 60000 SH Call SOLE 60000 0 0 ACADEMY SPORTS & OUTDOORS IN COM 00402L107 13790 350000 SH Call SOLE 350000 0 0 ACADEMY SPORTS & OUTDOORS IN COM 00402L107 12259 311132 SH SOLE 311132 0 0 ACTIVISION BLIZZARD INC COM 00507V109 12017 150000 SH SOLE 150000 0 0 ADIENT PLC ORD SHS G0084W101 6116 150000 SH Call SOLE 150000 0 0 ADVANCED DRAIN SYS INC DEL COM 00790R104 5941 50000 SH Call SOLE 50000 0 0 ADVANCED DRAIN SYS INC DEL COM 00790R104 3564 30000 SH Put SOLE 30000 0 0 ADVANCED DRAIN SYS INC DEL COM 00790R104 13058 109904 SH SOLE 109904 0 0 ADVANSIX INC COM 00773T101 12773 250000 SH SOLE 250000 0 0 AECOM COM 00766T100 10531 137107 SH SOLE 137107 0 0 AERCAP HOLDINGS NV SHS N00985106 95 1886 SH SOLE 1886 0 0 AERCAP HOLDINGS NV SHS N00985106 5028 100000 SH Call SOLE 100000 0 0 AKZO NOBEL N.V. COM 00BJ2KSG2 9280 107204 SH SOLE 107204 0 0 ALCOA CORP COM 013872106 10804 120000 SH SOLE 120000 0 0 AMETEK INC COM 031100100 6659 50000 SH Call SOLE 50000 0 0 AMETEK INC COM 031100100 22062 165656 SH SOLE 165656 0 0 ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH 03938L203 15205 475000 SH SOLE 475000 0 0 ARCH RESOURCES INC CL A 03940R107 16486 120000 SH SOLE 120000 0 0 AVERY DENNISON CORP COM 053611109 18660 107262 SH SOLE 107262 0 0 AVIENT CORPORATION COM 05368V106 6795 141562 SH SOLE 141562 0 0 AZEK CO INC CL A 05478C105 21023 846327 SH SOLE 846327 0 0 BELLRING BRANDS INC COMMON STOCK 07831C103 9521 412500 SH SOLE 412500 0 0 BELLRING BRANDS INC COMMON STOCK 07831C103 5770 250000 SH Call SOLE 250000 0 0 BEST BUY INC COM 086516101 13635 150000 SH Put SOLE 150000 0 0 BEYOND MEAT INC COM 08862E109 4831 100000 SH Call SOLE 100000 0 0 BEYOND MEAT INC COM 08862E109 6039 125000 SH Put SOLE 125000 0 0 BIG LOTS INC COM 089302103 14705 425000 SH Put SOLE 425000 0 0 BOEING CO COM 097023105 9575 50000 SH Call SOLE 50000 0 0 BOEING CO COM 097023105 24895 130000 SH SOLE 130000 0 0 BOOKING HOLDINGS INC COM 09857L108 11742 5000 SH SOLE 5000 0 0 BOOT BARN HLDGS INC COM 099406100 20854 220000 SH SOLE 220000 0 0 BUNGE LIMITED COM G16962105 14959 135000 SH SOLE 135000 0 0 BURLINGTON STORES INC COM 122017106 20494 112500 SH Call SOLE 112500 0 0 BURLINGTON STORES INC COM 122017106 9109 50000 SH Put SOLE 50000 0 0 BURLINGTON STORES INC COM 122017106 15940 87500 SH SOLE 87500 0 0 CALLAWAY GOLF CO COM 131193104 8197 350000 SH Call SOLE 350000 0 0 CALLAWAY GOLF CO COM 131193104 25762 1100000 SH SOLE 1100000 0 0 CAPRI HOLDINGS LTD COM G1890L107 3854 75000 SH SOLE 75000 0 0 CARGURUS INC COM CL A 141788109 12738 300000 SH SOLE 300000 0 0 CARGURUS INC COM CL A 141788109 8492 200000 SH Call SOLE 200000 0 0 CARMAX INC COM 143130102 25326 262500 SH Put SOLE 262500 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 4587 100000 SH Call SOLE 100000 0 0 CARRIER GLOBAL CORPORATION COM 14448C104 11468 250000 SH SOLE 250000 0 0 CARVANA CO CL A 146869102 5965 50000 SH Call SOLE 50000 0 0 CARVANA CO CL A 146869102 11929 100000 SH Put SOLE 100000 0 0 CELANESE CORP DEL COM 150870103 8572 60000 SH Call SOLE 60000 0 0 CENTURY ALUM CO COM 156431108 10524 400000 SH SOLE 400000 0 0 CF INDS HLDGS INC COM 125269100 32579 316112 SH SOLE 316112 0 0 CF INDS HLDGS INC COM 125269100 10306 100000 SH Put SOLE 100000 0 0 CHEESECAKE FACTORY INC COM 163072101 4974 125000 SH SOLE 125000 0 0 CHILDRENS PL INC NEW COM 168905107 5300 107500 SH SOLE 107500 0 0 CLEAN HARBORS INC COM 184496107 13804 123646 SH SOLE 123646 0 0 CLEAN HARBORS INC COM 184496107 13955 125000 SH Call SOLE 125000 0 0 CLOROX CO DEL COM 189054109 13271 95457 SH SOLE 95457 0 0 COCA COLA CO COM 191216100 40300 650000 SH SOLE 650000 0 0 COCA COLA CO COM 191216100 8525 137500 SH Call SOLE 137500 0 0 COCA-COLA EUROPACIFIC PARTNE CALL G25839904 4861 100000 SH Call SOLE 100000 0 0 COCA-COLA EUROPACIFIC PARTNE COM G25839904 14583 300000 SH SOLE 300000 0 0 COLONNADE ACQUISITION CORP-A COM G2284B101 3908 400000 SH SOLE 400000 0 0 COMMERCIAL METALS CO COM 201723103 48904 1175000 SH SOLE 1175000 0 0 CONSTELLATION BRANDS INC CL A 21036P108 46064 200000 SH Put SOLE 200000 0 0 CONSTELLIUM SE COM N22035104 20962 1164554 SH SOLE 1164554 0 0 CROWN HLDGS INC COM 228368106 17012 136000 SH SOLE 136000 0 0 CSX CORP COM 126408103 7490 200000 SH SOLE 200000 0 0 DANAHER CORPORATION COM 235851102 3960 13500 SH SOLE 13500 0 0 DANAHER CORPORATION COM 235851102 14667 50000 SH Call SOLE 50000 0 0 DECKERS OUTDOOR CORP COM 243537107 30115 110000 SH SOLE 110000 0 0 DEERE & CO COM 244199105 2297 5528 SH SOLE 5528 0 0 DHC ACQUISITION CORP A -CW27 CALL G2758T117 32 139949 SH SOLE 139949 0 0 DHC ACQUISITION CORP-A COM G2758T109 4900 500000 SH SOLE 500000 0 0 DISCOVERY INC COM SER A 25470F104 1869 75000 SH SOLE 75000 0 0 DISCOVERY INC COM SER A 25470F104 19936 800000 SH Call SOLE 800000 0 0 DOLLAR GEN CORP NEW COM 256677105 19480 87500 SH Call SOLE 87500 0 0 DOLLAR GEN CORP NEW COM 256677105 11132 50000 SH Put SOLE 50000 0 0 DOLLAR GEN CORP NEW COM 256677105 19480 87500 SH SOLE 87500 0 0 DOVER CORP COM 260003108 23998 152952 SH SOLE 152952 0 0 DOVER CORP COM 260003108 7845 50000 SH Call SOLE 50000 0 0 DOVER CORP COM 260003108 4707 30000 SH Put SOLE 30000 0 0 EATON CORP PLC SHS G29183103 7588 50000 SH SOLE 50000 0 0 ECOVYST INC COM 27923Q109 867 75000 SH SOLE 75000 0 0 ELEMENT SOLUTIONS INC COM 28618M106 32536 1485673 SH SOLE 1485673 0 0 ELEMENT SOLUTIONS INC COM 28618M106 3833 175000 SH Call SOLE 175000 0 0 EMERSON ELEC CO COM 291011104 9805 100000 SH Call SOLE 100000 0 0 EMERSON ELEC CO COM 291011104 6864 70000 SH SOLE 70000 0 0 EQUITY DISTR ACQUISITION COR COM CL A 29465E106 4945 500000 SH SOLE 500000 0 0 EXELA TECHNOLOGIES INC-CW23 CALL 30162V110 5 199405 SH SOLE 199405 0 0 FEDEX CORP COM 31428X106 42229 182500 SH SOLE 182500 0 0 FERRARI NV COM N3167J106 35440 162500 SH SOLE 162500 0 0 FIVE BELOW INC COM 33829M101 27715 175000 SH SOLE 175000 0 0 FIVE BELOW INC COM 33829M101 19796 125000 SH Call SOLE 125000 0 0 FORTISTAR SUSTAINABLE SOL CO UNIT 01/14/2026 34962M205 2676 270000 SH SOLE 270000 0 0 FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 2575 100000 SH Call SOLE 100000 0 0 FREYR BATTERY SA COM L4135L100 2203 179726 SH SOLE 179726 0 0 GENERAC HLDGS INC COM 368736104 5945 20000 SH Call SOLE 20000 0 0 GENERAL DYNAMICS CORP COM 369550108 17357 71967 SH SOLE 71967 0 0 GENERAL MLS INC COM 370334104 18623 275000 SH Put SOLE 275000 0 0 GORES HOLDINGS VII INC COM CL A 38286T101 979 100000 SH SOLE 100000 0 0 HALLIBURTON CO COM 406216101 4370 115399 SH SOLE 115399 0 0 HOST HOTELS & RESORTS INC COM 44107P104 19430 1000000 SH SOLE 1000000 0 0 HOWMET AEROSPACE INC COM 443201108 3594 100000 SH Put SOLE 100000 0 0 HOWMET AEROSPACE INC COM 443201108 23174 644800 SH SOLE 644800 0 0 HUB GROUP INC CL A 443320106 35764 463204 SH SOLE 463204 0 0 HUNT J B TRANS SVCS INC COM 445658107 87442 435492 SH SOLE 435492 0 0 HUNT J B TRANS SVCS INC COM 445658107 20079 100000 SH Put SOLE 100000 0 0 INGERSOLL RAND INC COM 45687V106 5035 100000 SH Call SOLE 100000 0 0 INTERFOR CORP COM 45868C109 21512 773677 SH SOLE 773677 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 25378 70000 SH Call SOLE 70000 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 43505 120000 SH Put SOLE 120000 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 148821 725000 SH Put SOLE 725000 0 0 JACOBS ENGR GROUP INC COM 469814107 13781 100000 SH Call SOLE 100000 0 0 JACOBS ENGR GROUP INC COM 469814107 14823 107564 SH SOLE 107564 0 0 KELLOGG CO COM 487836108 3225 50000 SH Put SOLE 50000 0 0 KIMBERLY-CLARK CORP COM 494368103 31552 256190 SH SOLE 256190 0 0 KIRBY CORP COM 497266106 1805 25000 SH SOLE 25000 0 0 KLOECKNER & CO SE COM 00B170DQ6 11804 870000 SH SOLE 870000 0 0 KROGER CO COM 501044101 22948 400000 SH Put SOLE 400000 0 0 LAUDER ESTEE COS INC CL A 518439104 47435 174188 SH SOLE 174188 0 0 LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 3349 120000 SH SOLE 120000 0 0 LINDE PLC SHS G5494J103 43252 135405 SH SOLE 135405 0 0 LOCKHEED MARTIN CORP COM 539830109 5026 11387 SH SOLE 11387 0 0 LOUISIANA PAC CORP COM 546347105 45805 737356 SH SOLE 737356 0 0 LOWES COS INC COM 548661107 26790 132500 SH Put SOLE 132500 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 5141 50000 SH Put SOLE 50000 0 0 MASCO CORP COM 574599106 3060 60000 SH Call SOLE 60000 0 0 MASTEC INC COM 576323109 8710 100000 SH Call SOLE 100000 0 0 MASTEC INC COM 576323109 4355 50000 SH SOLE 50000 0 0 MATCH GROUP INC NEW COM 57667L107 23107 212500 SH SOLE 212500 0 0 MATCH GROUP INC NEW COM 57667L107 29904 275000 SH Call SOLE 275000 0 0 MATCH GROUP INC NEW COM 57667L107 8156 75000 SH Put SOLE 75000 0 0 META PLATFORMS INC CL A 30303M102 30575 137500 SH Call SOLE 137500 0 0 META PLATFORMS INC CL A 30303M102 13898 62500 SH SOLE 62500 0 0 MGM RESORTS INTERNATIONAL COM 552953101 20970 500000 SH Put SOLE 500000 0 0 MIDDLEBY CORP COM 596278101 4918 30000 SH SOLE 30000 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 47940 600000 SH SOLE 600000 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 15980 200000 SH Call SOLE 200000 0 0 MOSAIC CO NEW COM 61945C103 6650 100000 SH Put SOLE 100000 0 0 MOSAIC CO NEW COM 61945C103 27729 416981 SH SOLE 416981 0 0 NIKE INC CL B 654106103 30276 225000 SH SOLE 225000 0 0 NORSK HYDRO ASA COM 00B11HK39 10391 1061066 SH SOLE 1061066 0 0 NUTRIEN LTD COM 67077M108 65512 629981 SH SOLE 629981 0 0 NUTRIEN LTD COM 67077M108 5200 50000 SH Put SOLE 50000 0 0 NXP Semiconductors NV CALL N6596X109 9254 50000 SH Call SOLE 50000 0 0 OLAPLEX HLDGS INC COM 679369108 13481 862500 SH SOLE 862500 0 0 OLIN CORP COM PAR $1 680665205 25283 483615 SH SOLE 483615 0 0 PARKER-HANNIFIN CORP COM 701094104 21228 74808 SH SOLE 74808 0 0 PARKER-HANNIFIN CORP COM 701094104 17026 60000 SH Call SOLE 60000 0 0 PATHFINDER ACQUISITION -CL A COM G04119106 930 95000 SH SOLE 95000 0 0 PAYPAL HLDGS INC COM 70450Y103 12722 110000 SH SOLE 110000 0 0 PENTAIR PLC SHS G7S00T104 3253 60000 SH Call SOLE 60000 0 0 PERFORMANCE FOOD GROUP CO COM 71377A103 5091 100000 SH SOLE 100000 0 0 PERIPHAS CAPITAL PARTNERING *W EXP 12/10/202 713895118 13 17890 SH SOLE 17890 0 0 PERIPHAS CAPITAL PARTNERING COM CL A 713895100 8586 350000 SH SOLE 350000 0 0 PILGRIMS PRIDE CORP COM 72147K108 7530 300000 SH Call SOLE 300000 0 0 PLANET FITNESS INC CL A 72703H101 67584 800000 SH SOLE 800000 0 0 POLARIS INC COM 731068102 7899 75000 SH Call SOLE 75000 0 0 POLARIS INC COM 731068102 3950 37500 SH Put SOLE 37500 0 0 PONTEM CORP-CLASS A COM G71707106 6867 700000 SH SOLE 700000 0 0 PROCTER AND GAMBLE CO COM 742718109 11460 75000 SH SOLE 75000 0 0 PROLOGIS INC. COM 74340W103 8881 55000 SH SOLE 55000 0 0 PROSHARES TR II VIX SH TRM FUTRS 74347Y854 1905 114942 SH SOLE 114942 0 0 PURECYCLE TECHNOLOGIES INC COM 74623V103 4087 510903 SH SOLE 510903 0 0 PVH CORPORATION COM 693656100 39837 520000 SH SOLE 520000 0 0 PVH CORPORATION COM 693656100 43093 562500 SH Call SOLE 562500 0 0 QUANTA SVCS INC COM 74762E102 6581 50000 SH Call SOLE 50000 0 0 QUANTA SVCS INC COM 74762E102 13202 100312 SH SOLE 100312 0 0 QUEST RESOURCE HLDG CORP COM NEW 74836W203 45 7357 SH SOLE 7357 0 0 RALPH LAUREN CORP CL A 751212101 6239 55000 SH SOLE 55000 0 0 RALPH LAUREN CORP CL A 751212101 34032 300000 SH Call SOLE 300000 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 13134 132575 SH SOLE 132575 0 0 REGAL REXNORD CORPORATION COM 758750103 18692 125633 SH SOLE 125633 0 0 REGAL REXNORD CORPORATION COM 758750103 8927 60000 SH Call SOLE 60000 0 0 REGAL REXNORD CORPORATION COM 758750103 4463 30000 SH Put SOLE 30000 0 0 RELIANCE STEEL & ALUMINUM CO COM 759509102 9168 50000 SH Put SOLE 50000 0 0 RELIANCE STEEL & ALUMINUM CO COM 759509102 65207 355640 SH SOLE 355640 0 0 RENEW ENERGY GLOBAL -CW26 CALL G7500M120 178 100310 SH SOLE 100310 0 0 RENEW ENERGY GLOBAL PLC-A COM G7500M104 6782 825000 SH SOLE 825000 0 0 RUSH ENTERPRISES INC CL A 781846209 28606 561900 SH SOLE 561900 0 0 RYMAN HOSPITALITY PPTYS INC COM 78377T107 11596 125000 SH SOLE 125000 0 0 SAMSONITE INTERNATIONAL SA COM 00B4Q1532 18862 8337500 SH SOLE 8337500 0 0 SCHNITZER STEEL INDS INC CL A 806882106 6916 133145 SH SOLE 133145 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 20596 200000 SH Call SOLE 200000 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 17630 200000 SH Put SOLE 200000 0 0 SHERWIN WILLIAMS CO COM 824348106 12481 50000 SH Put SOLE 50000 0 0 SIMPLY GOOD FOODS CO COM 82900L102 50284 1325000 SH SOLE 1325000 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 32625 750000 SH SOLE 750000 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 10875 250000 SH Call SOLE 250000 0 0 SKECHERS U S A INC CL A 830566105 8152 200000 SH Call SOLE 200000 0 0 SKECHERS U S A INC CL A 830566105 16304 400000 SH SOLE 400000 0 0 SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 10700 125000 SH Put SOLE 125000 0 0 SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 43769 511325 SH SOLE 511325 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 11291 25000 SH Put SOLE 25000 0 0 SPDR SER TR S&P METALS MNG 78464A755 12258 200000 SH Put SOLE 200000 0 0 SPECTRUM BRANDS HLDGS INC NE COM 84790A105 8872 100000 SH Call SOLE 100000 0 0 SPECTRUM BRANDS HLDGS INC NE COM 84790A105 35488 400000 SH SOLE 400000 0 0 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 4889 100000 SH Call SOLE 100000 0 0 SPORTSTEK ACQUISITION CORP *W EXP 02/16/202 849196118 19 100000 SH SOLE 100000 0 0 SPORTSTEK ACQUISITION CORP COM CL A 849196100 1954 200000 SH SOLE 200000 0 0 STANLEY BLACK & DECKER INC COM 854502101 6990 50000 SH Call SOLE 50000 0 0 STELCO HOLDINGS INC PUT 858522105 2079 50000 SH Put SOLE 50000 0 0 STELCO HOLDINGS INC COM 858522105 23968 576498 SH SOLE 576498 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 11531 75000 SH Call SOLE 75000 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 63418 412500 SH SOLE 412500 0 0 TAPESTRY INC COM 876030107 5 133 SH SOLE 133 0 0 TARGET CORP COM 87612E106 42398 199784 SH SOLE 199784 0 0 TARGET CORP COM 87612E106 26528 125000 SH Call SOLE 125000 0 0 TE CONNECTIVITY LTD SHS H84989104 6549 50000 SH Call SOLE 50000 0 0 TECK RESOURCES LTD CL B 878742204 16156 400000 SH SOLE 400000 0 0 TELEDYNE TECHNOLOGIES INC COM 879360105 11138 23567 SH SOLE 23567 0 0 TEXAS ROADHOUSE INC COM 882681109 10466 125000 SH Call SOLE 125000 0 0 TEXAS ROADHOUSE INC COM 882681109 36632 437500 SH SOLE 437500 0 0 TEXTRON INC COM 883203101 14992 201559 SH SOLE 201559 0 0 TEXTRON INC COM 883203101 7438 100000 SH Call SOLE 100000 0 0 THOR INDS INC COM 885160101 9838 125000 SH Call SOLE 125000 0 0 THOR INDS INC COM 885160101 5903 75000 SH Put SOLE 75000 0 0 TIMKEN CO COM 887389104 6070 100000 SH Call SOLE 100000 0 0 TIMKENSTEEL CORPORATION COM 887399103 5530 252756 SH SOLE 252756 0 0 TJX COS INC NEW COM 872540109 3029 50000 SH Call SOLE 50000 0 0 TJX COS INC NEW COM 872540109 37863 625000 SH SOLE 625000 0 0 TRANSDIGM GROUP INC COM 893641100 12106 18580 SH SOLE 18580 0 0 ULTA BEAUTY INC COM 90384S303 56746 142500 SH SOLE 142500 0 0 UNDER ARMOUR INC CL A 904311107 8510 500000 SH SOLE 500000 0 0 UNION PAC CORP COM 907818108 68303 250000 SH Put SOLE 250000 0 0 UNION PAC CORP COM 907818108 54072 197915 SH SOLE 197915 0 0 UNITED RENTALS INC COM 911363109 15209 42816 SH SOLE 42816 0 0 UNITED RENTALS INC COM 911363109 14208 40000 SH Call SOLE 40000 0 0 UNITED RENTALS INC COM 911363109 3552 10000 SH Put SOLE 10000 0 0 UNITED STATES STL CORP NEW COM 912909108 3774 100000 SH Put SOLE 100000 0 0 UNIVERSAL LOGISTICS HLDGS IN COM 91388P105 3043 151000 SH SOLE 151000 0 0 URBAN OUTFITTERS INC COM 917047102 2511 100000 SH SOLE 100000 0 0 VALVOLINE INC COM 92047W101 13279 420759 SH SOLE 420759 0 0 VANECK ETF TRUST OIL SERVICES ETF 92189H607 3108 11000 SH SOLE 11000 0 0 VECTOIQ ACQUISITION CORP II COM CL A 92244F109 2458 250000 SH SOLE 250000 0 0 VISA INC COM CL A 92826C839 27721 125000 SH SOLE 125000 0 0 WABASH NATL CORP COM 929566107 4571 308000 SH SOLE 308000 0 0 WABTEC COM 929740108 3847 40000 SH SOLE 40000 0 0 WARNER MUSIC GROUP CORP COM CL A 934550203 15140 400000 SH SOLE 400000 0 0 WASTE CONNECTIONS INC COM 94106B101 5588 40000 SH SOLE 40000 0 0 WATSCO INC COM 942622200 914 3000 SH SOLE 3000 0 0 WESCO INTL INC COM 95082P105 10358 79592 SH SOLE 79592 0 0 WEST FRASER TIMBER CO LTD COM 952845105 56971 692612 SH SOLE 692612 0 0 WESTLAKE CORPORATION COM 960413102 2468 20000 SH Put SOLE 20000 0 0 WESTLAKE CORPORATION COM 960413102 27981 226750 SH SOLE 226750 0 0 WESTROCK CO COM 96145D105 9406 200000 SH SOLE 200000 0 0 WINNEBAGO INDS INC COM 974637100 4728 87500 SH SOLE 87500 0 0 WOODWARD INC COM 980745103 12491 100000 SH Call SOLE 100000 0 0 XPO LOGISTICS INC COM 983793100 14560 200000 SH Call SOLE 200000 0 0 XPO LOGISTICS INC COM 983793100 5460 75000 SH SOLE 75000 0 0 YUM BRANDS INC COM 988498101 17780 150000 SH SOLE 150000 0 0