0001104659-22-118503.txt : 20221114
0001104659-22-118503.hdr.sgml : 20221114
20221114160326
ACCESSION NUMBER: 0001104659-22-118503
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221114
DATE AS OF CHANGE: 20221114
EFFECTIVENESS DATE: 20221114
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: 221384969
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
09-30-2022
09-30-2022
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
11-11-2022
0
178
2695039
INFORMATION TABLE
2
infotable.xml
ACTIVISION BLIZZARD INC
COM
00507V109
11151
150000
SH
SOLE
150000
0
0
ADVANSIX INC
COM
00773T101
16055
500144
SH
SOLE
500144
0
0
AECOM
COM
00766T100
1709
25000
SH
Put
SOLE
25000
0
0
AECOM
COM
00766T100
16348
239107
SH
SOLE
239107
0
0
AIRBUS SE
PUT
094987B10
3485
40000
SH
Put
SOLE
40000
0
0
AMAZON COM INC
COM
023135106
11300
100000
SH
Put
SOLE
100000
0
0
AMETEK INC
COM
031100100
6805
60000
SH
Put
SOLE
60000
0
0
AMETEK INC
COM
031100100
33530
295656
SH
SOLE
295656
0
0
ANTERO RESOURCES CORP
COM
03674X106
10380
340000
SH
SOLE
340000
0
0
APTIV PLC
SHS
G6095L109
2346
30000
SH
Put
SOLE
30000
0
0
APTIV PLC
SHS
G6095L109
5506
70400
SH
SOLE
70400
0
0
ARCH RESOURCES INC
CL A
03940R107
14113
119000
SH
SOLE
119000
0
0
AVERY DENNISON CORP
COM
053611109
8764
53868
SH
SOLE
53868
0
0
BEACON ROOFING SUPPLY INC
COM
073685109
5472
100000
SH
Call
SOLE
100000
0
0
BELLRING BRANDS INC
COMMON STOCK
07831C103
20610
1000000
SH
SOLE
1000000
0
0
BEST BUY INC
COM
086516101
9501
150000
SH
Call
SOLE
150000
0
0
BOEING CO
COM
097023105
1816
15000
SH
Put
SOLE
15000
0
0
BOEING CO
COM
097023105
3951
32635
SH
SOLE
32635
0
0
BUILDERS FIRSTSOURCE INC
COM
12008R107
11784
200000
SH
SOLE
200000
0
0
BUNGE LIMITED
COM
G16962105
12386
150000
SH
SOLE
150000
0
0
C H ROBINSON WORLDWIDE INC
COM NEW
12541W209
24078
250000
SH
Call
SOLE
250000
0
0
CAMPING WORLD HLDGS INC
CL A
13462K109
21130
834517
SH
SOLE
834517
0
0
CANADIAN NATL RY CO
COM
136375102
26998
250000
SH
Call
SOLE
250000
0
0
CANADIAN NATL RY CO
COM
136375102
16199
150000
SH
Put
SOLE
150000
0
0
CANADIAN NATL RY CO
COM
136375102
12886
119329
SH
SOLE
119329
0
0
CF INDS HLDGS INC
COM
125269100
60654
630174
SH
SOLE
630174
0
0
CHENIERE ENERGY INC
COM NEW
16411R208
4148
25000
SH
SOLE
25000
0
0
COCA COLA CO
COM
191216100
6722
120000
SH
Put
SOLE
120000
0
0
COLGATE PALMOLIVE CO
COM
194162103
9659
137500
SH
Call
SOLE
137500
0
0
COLGATE PALMOLIVE CO
COM
194162103
14050
200000
SH
Put
SOLE
200000
0
0
COLGATE PALMOLIVE CO
COM
194162103
45663
650000
SH
SOLE
650000
0
0
COLONNADE ACQUISITION CORP-A
COM
00BMF4XD4
3968
400000
SH
SOLE
400000
0
0
COMMERCIAL METALS CO
COM
201723103
47942
1351250
SH
SOLE
1351250
0
0
CONSOL ENERGY INC NEW
COM
20854L108
41808
650000
SH
SOLE
650000
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
14355
62500
SH
Call
SOLE
62500
0
0
CONSTELLIUM SE
COM
N22035104
16861
1662854
SH
SOLE
1662854
0
0
CONSTELLIUM SE
CALL
N22035104
1014
100000
SH
Call
SOLE
100000
0
0
CROCS INC
COM
227046109
6008
87500
SH
Call
SOLE
87500
0
0
CROCS INC
COM
227046109
25748
375000
SH
SOLE
375000
0
0
CULLEN FROST BANKERS INC
COM
229899109
31045
325000
SH
SOLE
325000
0
0
DANAHER CORPORATION
COM
235851102
11623
45000
SH
SOLE
45000
0
0
DECKERS OUTDOOR CORP
COM
243537107
32824
105000
SH
SOLE
105000
0
0
DEERE & CO
COM
244199105
15633
46820
SH
SOLE
46820
0
0
DEERE & CO
COM
244199105
20033
60000
SH
Call
SOLE
60000
0
0
DEERE & CO
COM
244199105
8347
25000
SH
Put
SOLE
25000
0
0
DHC ACQUISITION CORP-A
COM
00BM8FHV0
4945
500000
SH
SOLE
500000
0
0
DICKS SPORTING GOODS INC
COM
253393102
7848
75000
SH
SOLE
75000
0
0
DISNEY WALT CO
COM
254687106
11754
124600
SH
SOLE
124600
0
0
DOMINOS PIZZA INC
COM
25754A201
19388
62500
SH
SOLE
62500
0
0
DRAFTKINGS INC NEW
COM CL A
26142V105
9084
600000
SH
Put
SOLE
600000
0
0
DRAFTKINGS INC NEW
COM CL A
26142V105
11355
750000
SH
SOLE
750000
0
0
EATON CORP PLC
SHS
G29183103
6668
50000
SH
Call
SOLE
50000
0
0
EATON CORP PLC
SHS
G29183103
3334
25000
SH
Put
SOLE
25000
0
0
EATON CORP PLC
SHS
G29183103
24672
185000
SH
SOLE
185000
0
0
ELEMENT SOLUTIONS INC
COM
28618M106
6693
411389
SH
SOLE
411389
0
0
ETSY INC
COM
29786A106
10013
100000
SH
SOLE
100000
0
0
FIVE BELOW INC
COM
33829M101
13767
100000
SH
Put
SOLE
100000
0
0
FIVE BELOW INC
COM
33829M101
32697
237500
SH
SOLE
237500
0
0
FLOOR & DECOR HLDGS INC
CL A
339750101
4959
70575
SH
SOLE
70575
0
0
FORTISTAR SUSTAINABLE SOL CO
COM CL A
34962M106
2670
270000
SH
SOLE
270000
0
0
FORTIVE CORP
COM
34959J108
2624
45000
SH
SOLE
45000
0
0
FORTUNE BRANDS HOME & SEC IN
COM
34964C106
2685
50000
SH
Call
SOLE
50000
0
0
FORWARD AIR CORP
COM
349853101
8575
95000
SH
Call
SOLE
95000
0
0
FREYR BATTERY SA
COM
L4135L100
3418
240000
SH
SOLE
240000
0
0
GATX CORP
COM
361448103
11022
129444
SH
SOLE
129444
0
0
GENERAL DYNAMICS CORP
COM
369550108
3183
15000
SH
Put
SOLE
15000
0
0
GENERAL DYNAMICS CORP
COM
369550108
4243
20000
SH
SOLE
20000
0
0
GORES HOLDINGS VII INC
COM CL A
38286T101
986
100000
SH
SOLE
100000
0
0
GRAPHIC PACKAGING HLDG CO
COM
388689101
20727
1050000
SH
SOLE
1050000
0
0
HALLIBURTON CO
COM
406216101
1610
65399
SH
SOLE
65399
0
0
HARLEY DAVIDSON INC
COM
412822108
8720
250000
SH
SOLE
250000
0
0
HARLEY DAVIDSON INC
COM
412822108
8720
250000
SH
Put
SOLE
250000
0
0
HEICO CORP NEW
COM
422806109
4884
33918
SH
SOLE
33918
0
0
HIBBETT INC
COM
428567101
6226
125000
SH
Call
SOLE
125000
0
0
HIBBETT INC
COM
428567101
13698
275000
SH
SOLE
275000
0
0
HOME DEPOT INC
COM
437076102
20696
75000
SH
SOLE
75000
0
0
HOME DEPOT INC
COM
437076102
13797
50000
SH
Call
SOLE
50000
0
0
HONEYWELL INTL INC
COM
438516106
3890
23300
SH
SOLE
23300
0
0
HOWMET AEROSPACE INC
COM
443201108
5165
166996
SH
SOLE
166996
0
0
HUB GROUP INC
CL A
443320106
19919
288766
SH
SOLE
288766
0
0
HUBBELL INC
COM
443510607
12265
55000
SH
SOLE
55000
0
0
HUBBELL INC
COM
443510607
5575
25000
SH
Put
SOLE
25000
0
0
IMAX CORP
COM
45245E109
17650
1250000
SH
Call
SOLE
1250000
0
0
INTERFOR CORP
COM
45868C109
15124
864993
SH
SOLE
864993
0
0
INTERFOR CORP
CALL
45868C109
3497
200000
SH
Call
SOLE
200000
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
133630
500000
SH
Put
SOLE
500000
0
0
ISHARES TR
20 YR TR BD ETF
464287432
23051
225000
SH
Call
SOLE
225000
0
0
KLOECKNER & CO SE
COM
00B170DQ6
6380
826500
SH
SOLE
826500
0
0
KROGER CO
COM
501044101
6563
150000
SH
Put
SOLE
150000
0
0
LAMB WESTON HLDGS INC
COM
513272104
42559
550000
SH
SOLE
550000
0
0
LANDSTAR SYS INC
COM
515098101
21656
150000
SH
Call
SOLE
150000
0
0
LAS VEGAS SANDS CORP
COM
517834107
14070
375000
SH
Call
SOLE
375000
0
0
LIBERTY MEDIA CORP DEL
COM C BRAVES GRP
531229888
2805
102000
SH
SOLE
102000
0
0
LINDE PLC
SHS
G5494J103
32118
119135
SH
SOLE
119135
0
0
LIVENT CORP
COM
53814L108
5977
195000
SH
SOLE
195000
0
0
LOUISIANA PAC CORP
COM
546347105
14678
286738
SH
SOLE
286738
0
0
MCDONALDS CORP
COM
580135101
23074
100000
SH
Put
SOLE
100000
0
0
MONSTER BEVERAGE CORP NEW
COM
61174X109
15218
175000
SH
Call
SOLE
175000
0
0
MONSTER BEVERAGE CORP NEW
COM
61174X109
40219
462500
SH
SOLE
462500
0
0
NETFLIX INC
COM
64110L106
8511
36151
SH
SOLE
36151
0
0
NORTHROP GRUMMAN CORP
COM
666807102
31241
66424
SH
SOLE
66424
0
0
NORTHROP GRUMMAN CORP
COM
666807102
9406
20000
SH
Put
SOLE
20000
0
0
NUTRIEN LTD
COM
67077M108
34018
407982
SH
SOLE
407982
0
0
NVENT ELECTRIC PLC
SHS
G6700G107
2909
92024
SH
SOLE
92024
0
0
O-I GLASS INC
COM
67098H104
4209
325000
SH
SOLE
325000
0
0
OLD DOMINION FREIGHT LINE IN
COM
679580100
37316
150000
SH
Call
SOLE
150000
0
0
OXFORD INDS INC
COM
691497309
8978
100000
SH
Put
SOLE
100000
0
0
PARKER-HANNIFIN CORP
COM
701094104
26654
110000
SH
Call
SOLE
110000
0
0
PARKER-HANNIFIN CORP
COM
701094104
7269
30000
SH
Put
SOLE
30000
0
0
PARKER-HANNIFIN CORP
COM
701094104
12069
49808
SH
SOLE
49808
0
0
PATHFINDER ACQUISITION -CL A
COM
00BM9JB75
944
95000
SH
SOLE
95000
0
0
PENSKE AUTOMOTIVE GRP INC
COM
70959W103
7382
75000
SH
Put
SOLE
75000
0
0
PEPSICO INC
COM
713448108
28571
175000
SH
SOLE
175000
0
0
PERIPHAS CAPITAL PARTNERING
COM CL A
713895100
8659
350000
SH
SOLE
350000
0
0
PINTEREST INC
CL A
72352L106
11650
500000
SH
SOLE
500000
0
0
PONTEM CORP-CLASS A
COM
00BNNF187
6958
700000
SH
SOLE
700000
0
0
PROCTER AND GAMBLE CO
COM
742718109
11047
87500
SH
Put
SOLE
87500
0
0
PURECYCLE TECHNOLOGIES INC
COM
74623V103
3513
435358
SH
SOLE
435358
0
0
QUANTA SVCS INC
COM
74762E102
8917
70000
SH
Call
SOLE
70000
0
0
QUANTA SVCS INC
COM
74762E102
3822
30000
SH
Put
SOLE
30000
0
0
QUANTA SVCS INC
COM
74762E102
16282
127812
SH
SOLE
127812
0
0
QUEST RESOURCE HLDG CORP
COM NEW
74836W203
53
6253
SH
SOLE
6253
0
0
RELIANCE STEEL & ALUMINUM CO
COM
759509102
63242
362608
SH
SOLE
362608
0
0
REPUBLIC SVCS INC
COM
760759100
7482
55000
SH
SOLE
55000
0
0
RESTAURANT BRANDS INTL INC
COM
76131D103
75782
1425000
SH
SOLE
1425000
0
0
RESTAURANT BRANDS INTL INC
COM
76131D103
5318
100000
SH
Call
SOLE
100000
0
0
ROSS STORES INC
COM
778296103
43188
512500
SH
SOLE
512500
0
0
RUSH ENTERPRISES INC
CL A
781846209
7684
175195
SH
SOLE
175195
0
0
SCHLUMBERGER LTD
COM STK
806857108
3069
85500
SH
SOLE
85500
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
33136
400000
SH
Call
SOLE
400000
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
16568
200000
SH
Put
SOLE
200000
0
0
SIMPLY GOOD FOODS CO
COM
82900L102
2399
75000
SH
SOLE
75000
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
17859
50000
SH
Call
SOLE
50000
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
89295
250000
SH
Put
SOLE
250000
0
0
SPDR SER TR
S&P METALS MNG
78464A755
4249
100000
SH
Call
SOLE
100000
0
0
SPECTRUM BRANDS HLDGS INC NE
COM
84790A105
3903
100000
SH
Call
SOLE
100000
0
0
SPORTSTEK ACQUISITION CORP
COM CL A
849196100
1969
200000
SH
SOLE
200000
0
0
STELCO HOLDINGS INC
COM
858522105
15089
606423
SH
SOLE
606423
0
0
SWEETGREEN INC
COM CL A
87043Q108
13413
725000
SH
SOLE
725000
0
0
TAPESTRY INC
COM
876030107
24166
850000
SH
SOLE
850000
0
0
TELEDYNE TECHNOLOGIES INC
COM
879360105
21789
64567
SH
SOLE
64567
0
0
TELEDYNE TECHNOLOGIES INC
COM
879360105
6749
20000
SH
Call
SOLE
20000
0
0
TELEDYNE TECHNOLOGIES INC
COM
879360105
5062
15000
SH
Put
SOLE
15000
0
0
TEMPUR SEALY INTL INC
COM
88023U101
25951
1075000
SH
SOLE
1075000
0
0
TENARIS S A
SPONSORED ADS
88031M109
15633
605000
SH
SOLE
605000
0
0
TENARIS S A
SPONSORED ADS
88031M109
10336
400000
SH
Call
SOLE
400000
0
0
TEXAS ROADHOUSE INC
COM
882681109
8726
100000
SH
Call
SOLE
100000
0
0
TEXAS ROADHOUSE INC
COM
882681109
10908
125000
SH
SOLE
125000
0
0
TEXTRON INC
COM
883203101
11652
200000
SH
Call
SOLE
200000
0
0
THOR INDS INC
COM
885160101
8748
125000
SH
Put
SOLE
125000
0
0
TIMKENSTEEL CORPORATION
COM
887399103
24401
1627791
SH
SOLE
1627791
0
0
TRANE TECHNOLOGIES PLC
COM
00BK9ZQ96
3190
22030
SH
SOLE
22030
0
0
TRANSDIGM GROUP INC
COM
893641100
4199
8000
SH
Put
SOLE
8000
0
0
TRANSDIGM GROUP INC
COM
893641100
13349
25436
SH
SOLE
25436
0
0
UBER TECHNOLOGIES INC
COM
90353T100
10600
400000
SH
SOLE
400000
0
0
UNDER ARMOUR INC
CL A
904311107
3325
500000
SH
Put
SOLE
500000
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
24231
150000
SH
Put
SOLE
150000
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
28270
175000
SH
SOLE
175000
0
0
UNITED RENTALS INC
COM
911363109
5186
19200
SH
SOLE
19200
0
0
UNITED RENTALS INC
COM
911363109
27012
100000
SH
Call
SOLE
100000
0
0
UNITED RENTALS INC
COM
911363109
5402
20000
SH
Put
SOLE
20000
0
0
UTZ BRANDS INC
COM CL A
918090101
2265
150000
SH
Call
SOLE
150000
0
0
UTZ BRANDS INC
COM CL A
918090101
15101
1000090
SH
SOLE
1000090
0
0
V F CORP
COM
918204108
7478
250000
SH
Put
SOLE
250000
0
0
VECTOIQ ACQUISITION CORP II
COM CL A
92244F109
2465
250000
SH
SOLE
250000
0
0
VICTORIAS SECRET AND CO
COMMON STOCK
926400102
6552
225000
SH
Call
SOLE
225000
0
0
VICTORIAS SECRET AND CO
COMMON STOCK
926400102
14560
500000
SH
SOLE
500000
0
0
VISTEON CORP
COM NEW
92839U206
3182
30000
SH
SOLE
30000
0
0
WABTEC
COM
929740108
14058
172810
SH
SOLE
172810
0
0
WACKER CHEMIE AG
COM
00B11Y568
2601
25000
SH
SOLE
25000
0
0
WALMART INC
COM
931142103
51906
400200
SH
SOLE
400200
0
0
WASTE CONNECTIONS INC
COM
94106B101
13463
99630
SH
SOLE
99630
0
0
WASTE CONNECTIONS INC
COM
94106B101
4054
30000
SH
Put
SOLE
30000
0
0
WATSCO INC
COM
942622200
1287
5000
SH
SOLE
5000
0
0
WESCO INTL INC
COM
95082P105
2985
25000
SH
Put
SOLE
25000
0
0
WESCO INTL INC
COM
95082P105
6469
54192
SH
SOLE
54192
0
0
WEST FRASER TIMBER CO LTD
COM
952845105
38875
537981
SH
SOLE
537981
0
0
WILLIAMS SONOMA INC
COM
969904101
17678
150000
SH
Put
SOLE
150000
0
0