-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, SuhG8Q1wSrUrCCB2VhQArkJi9w6tjJRlEdMYMSP1n4KGeAE3czcHRpAONEfDcwWb AvblcLgToCjTPoBYxTAHzg== 0001264128-09-000170.txt : 20090515 0001264128-09-000170.hdr.sgml : 20090515 20090514210410 ACCESSION NUMBER: 0001264128-09-000170 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090331 FILED AS OF DATE: 20090515 DATE AS OF CHANGE: 20090514 EFFECTIVENESS DATE: 20090515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SCOPUS ASSET MANAGEMENT, L.P. CENTRAL INDEX KEY: 0001317583 IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11668 FILM NUMBER: 09828613 BUSINESS ADDRESS: STREET 1: 623 5TH AVENUE STREET 2: 31ST FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-251-3270 MAIL ADDRESS: STREET 1: 623 5TH AVENUE STREET 2: 31ST FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 FORMER COMPANY: FORMER CONFORMED NAME: SCOPUS ASSET MANAGEMENT, LLC DATE OF NAME CHANGE: 20050214 13F-HR 1 scopus13fhr-q1_2009.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2009 Check here if Amendment [ ]; Amendment Number: _________ This Amendment [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Scopus Asset Management, L.P. Address: 623 5th Avenue 31st Floor New York, New York 10022 Form 13F File Number: 028-11668 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Jonathan D'Orsi Title: Chief Operating Officer Phone: (212) 251-3285 Signature, Place, and Date of Signing: /s/ Jonathan D'Orsi New York, New York May 13, 2008 [Signature] [City, State] [Date] Report Type: [X] 13F HOLDINGS REPORT [ ] 13F NOTICE [ ] 13F COMBINATION REPORT List of Other Managers Reporting for this Manager: None Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: None* Form 13F Information Table Entry Total: 75 Form 13F Information Table Value Total: $201,159 (in thousands) List of Other Included Managers: *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.
Title of Mkt Val SH/Prn SH/ PUT/ Invest Other Voting Authority Name of Issuer Class CUSIP (x1,000) Amount Prn CALL Disc Managers Sole Shared None ACTIVISION BLIZZARD INC Common 00507V109 6,309 603,150 SH SHARED 603,150 ADVANCE AUTO PARTS INC Common 00751Y106 4,646 113,100 SH SHARED 113,100 AGCO CORP Common 001084102 1,544 78,800 SH SHARED 78,800 ALBEMARLE CORP Common 012653101 4,332 199,001 SH SHARED 199,001 AMERISTAR CASINOS INC Common 03070Q101 1,479 117,531 SH SHARED 117,531 BEACON ROOFING SUPPLY INC Common 073685109 670 50,000 SH SHARED 50,000 BOB EVANS FARMS INC Common 096761101 769 34,300 SH SHARED 34,300 BOYD GAMING CORP Common 103304101 517 138,732 SH SHARED 138,732 BRINKER INTL INC Common 109641100 1,435 95,000 SH SHARED 95,000 BROWN SHOE INC NEW Common 115736100 674 179,800 SH SHARED 179,800 BRUNSWICK CORP Common 117043109 244 70,600 SH SHARED 70,600 BUCKEYE TECHNOLOGIES INC Common 118255108 70 32,769 SH SHARED 32,769 BWAY HOLDING CO Common 12429T104 134 17,043 SH SHARED 17,043 CANADIAN PAC RY LTD Common 13645T100 444 15,000 SH SHARED 15,000 CEC ENTMNT INC Common 125137109 7,553 291,864 SH SHARED 291,864 CELANESE CORP DEL Com Ser A 150870103 1,679 125,600 SH SHARED 125,600 CENTRAL EUROPEAN DIST CORP Common 153435102 1,217 113,143 SH SHARED 113,143 CF INDS HLDGS INC Common 125269100 8,216 115,500 SH SHARED 115,500 CHEESECAKE FACTORY INC Common 163072101 2,303 201,100 SH SHARED 201,100 CLEARWATER PAPER CORP Common 18538R103 551 68,619 SH SHARED 68,619 COSI INC Common 22122P101 506 1,487,484 SH SHARED 1,487,484 CUMMINS INC Common 231021106 1,456 57,200 SH SHARED 57,200 DECKERS OUTDOOR CORP Common 243537107 2,254 42,500 SH SHARED 42,500 DINEEQUITY INC Common 254423106 1,723 145,277 SH SHARED 145,277 DOLLAR TREE INC Common 256746108 3,675 82,500 SH SHARED 82,500 EASTMAN CHEM CO Common 277432100 2,171 81,000 SH SHARED 81,000 ELLIS PERRY INTL INC Common 288853104 1,947 562,770 SH SHARED 562,770 FASTENAL CO Common 311900104 1,993 61,987 SH SHARED 61,987 FOSSIL INC Common 349882100 9,582 610,333 SH SHARED 610,333 FOSTER WHEELER AG Common H27178104 886 50,703 SH SHARED 50,703 GREIF INC Cl A 397624107 6,479 194,629 SH SHARED 194,629 GUESS INC Common 401617105 4,520 214,438 SH SHARED 214,438 GYMBOREE CORP Common 403777105 2,305 107,968 SH SHARED 107,968 HEARTLAND EXPRESS INC Common 422347104 741 50,000 SH SHARED 50,000 HHGREGG INC Common 42833L108 415 29,300 SH SHARED 29,300 HUB GROUP INC Cl A 443320106 595 35,000 SH SHARED 35,000 INFO GROUP INC Common 45670G108 422 101,342 SH SHARED 101,342 INGERSOLL-RAND CO LTD Cl A G4776G101 846 61,300 SH SHARED 61,300 ITT CORP NEW Common 450911102 4,247 110,400 SH SHARED 110,400 JOY GLOBAL INC Common 481165108 639 30,000 SH SHARED 30,000 KNIGHT TRANSN INC Common 499064103 2,377 156,800 SH SHARED 156,800 LANDSTAR SYSTEM INC Common 515098101 6,384 190,743 SH SHARED 190,743 LOCKHEED MARTIN CORP Common 539830109 3,465 50,200 SH SHARED 50,200 LORILLARD INC Common 544147101 2,161 35,000 SH SHARED 35,000 LUBRIZOL CORP Common 549271104 6,686 196,591 SH SHARED 196,591 MARTEN TRANS LTD Common 573075108 332 17,762 SH SHARED 17,762 MYERS INDS INC Common 628464109 510 83,038 SH SHARED 83,038 NAVISTAR INTL CORP NEW Common 63934E108 8,103 242,167 SH SHARED 242,167 NEWMARKET CORP Common 651587107 7,845 177,095 SH SHARED 177,095 OMNOVA SOLUTIONS INC Common 682129101 743 427,120 SH SHARED 427,120 PAM TRANSN SVCS INC Common 693149106 544 99,062 SH SHARED 99,062 PHILIP MORRIS INTL INC Common 718172109 1,405 39,500 SH SHARED 39,500 PHILLIPS VAN HEUSEN CORP Common 718592108 11,179 492,900 SH SHARED 492,900 PINNACLE ENTMT INC Common 723456109 3,101 440,455 SH SHARED 440,455 POLO RALPH LAUREN CORP Cl A 731572103 1,069 25,313 SH SHARED 25,313 QUALITY DISTR INC FLA Common 74756M102 1,141 576,390 SH SHARED 576,390 QUIKSILVER INC Common 74838C106 257 200,800 SH SHARED 200,800 REYNOLDS AMERICAN INC Common 761713106 986 27,500 SH SHARED 27,500 ROYAL CARIBBEAN CRUISES LTD Common V7780T103 601 75,000 SH SHARED 75,000 SILGAN HOLDINGS INC Common 827048109 3,152 60,000 SH SHARED 60,000 SKECHERS USA INC Cl A 830566105 4,287 642,800 SH SHARED 642,800 SPX CORP Common 784635104 1,697 36,100 SH SHARED 36,100 TARGET CORP Common 87612E106 4,457 129,600 SH SHARED 129,600 TEMPLE INLAND INC Common 879868107 1,186 220,800 SH SHARED 220,800 TERRA INDS INC Common 880915103 1,124 40,000 SH SHARED 40,000 TRUE RELIGION APPAREL INC Common 89784N104 3,151 266,822 SH SHARED 266,822 UNITED STATIONERS INC Common 913004107 3,462 123,289 SH SHARED 123,289 UNITED TECHNOLOGIES CORP Common 913017109 4,298 100,000 SH SHARED 100,000 UNIVERSAL TRUCKLOAD SVCS INC Common 91388P105 651 45,390 SH SHARED 45,390 VAIL RESORTS INC Common 91879Q109 1,407 68,892 SH SHARED 68,892 VITRAN CORP INC Common 92850E107 375 83,058 SH SHARED 83,058 WARNACO GROUP INC Com New 934390402 14,856 618,980 SH SHARED 618,980 WERNER ENTERPRISES INC Common 950755108 3,419 226,121 SH SHARED 226,121 WINNEBAGO INDS INC Common 974637100 523 98,491 SH SHARED 98,491 YRC WORLDWIDE INC Common 984249102 2,037 453,723 SH SHARED 453,723 201,159
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