-----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, RPjpZw5vRRX3HUibckRsNbW9XYAaUvHSnnXgo+a9nDNKOBXTFZIeuCeftNJgjfoN 3jbL63Z8DDw1/DQnVoStiQ== 0001264128-08-000050.txt : 20080814 0001264128-08-000050.hdr.sgml : 20080814 20080814115914 ACCESSION NUMBER: 0001264128-08-000050 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080630 FILED AS OF DATE: 20080814 DATE AS OF CHANGE: 20080814 EFFECTIVENESS DATE: 20080814 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: 081016590 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-q2_2008.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: June 30, 2008 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: Alexander Mitchell Title: Manager Phone: (212) 251-3270 Signature, Place, and Date of Signing: /s/ Alexander Mitchell New York, New York August 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: 81 Form 13F Information Table Value Total: $481,176 (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 Market SH/Prn SH/ PUT/ Investment Other Voting Authority Value Name of Issuer Class CUSIP (x1,000) Amount Prn CALL Discretion Managers Sole Shared None AGRIUM INC COMMON 008916108 36,445 338,900 SH SHARED 338,900 AIRGAS INC COMMON 009363102 2,920 50,000 SH SHARED 50,000 ALPHA NATURAL RESOURCES INC COMMON 02076X102 16,128 154,650 SH SHARED 154,650 AMERISTAR CASINOS INC COMMON 03070Q101 9,389 679,356 SH SHARED 679,356 ATLAS AIR WORLDWIDE HLDGS INC COM NEW 049164205 704 15,000 SH SHARED 15,000 AUTOLIV INC COMMON 052800109 2,098 45,000 SH SHARED 45,000 BALLY TECHNOLOGIES INC COMMON 05874B107 6,988 206,757 SH SHARED 206,757 BLOCKBUSTER INC CL A 093679108 506 202,300 SH SHARED 202,300 BOYD GAMING CORP COMMON 103304101 1,405 111,900 SH SHARED 111,900 BRINKER INTL INC COMMON 109641100 9,988 528,471 SH SHARED 528,471 BUFFALO WILD WINGS INC COMMON 119848109 1,325 53,364 SH SHARED 53,364 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 7,403 135,000 SH SHARED 135,000 CAI INTERNATIONAL INC COMMON 12477X106 1,296 74,500 SH SHARED 74,500 CALIFORNIA PIZZA KITCHEN INC COMMON 13054D109 1,902 170,000 SH SHARED 170,000 CBRL GROUP INC COMMON 12489V106 1,973 80,500 SH SHARED 80,500 CELANESE CORP DEL COM SER A 150870103 6,404 140,256 SH SHARED 140,256 CHIPOTLE MEXICAN GRILL INC CL B 169656204 0 88,482 SH SHARED 88,482 COMMERCIAL METALS CO COMMON 201723103 2,288 60,700 SH SHARED 60,700 CONSOL ENERGY INC COMMON 20854P109 3,371 30,000 SH SHARED 30,000 CON-WAY INC COMMON 205944101 15,458 327,087 SH SHARED 327,087 COSI INC COMMON 22122P101 3,434 1,379,258 SH SHARED 1,379,258 DECKERS OUTDOOR CORP COMMON 243537107 2,840 20,400 SH SHARED 20,400 DOMINOS PIZZA INC COMMON 25754A201 978 85,000 SH SHARED 85,000 EASTMAN CHEM CO COMMON 277432100 11,147 161,872 SH SHARED 161,872 EATON CORP COMMON 278058102 6,585 77,500 SH SHARED 77,500 FMC CORP COM NEW 302491303 10,323 133,300 SH SHARED 133,300 FOMENTO ECONOMICO MEXICANO SPON ADR UNITS 344419106 2,844 62,500 SH SHARED 62,500 FORESTAR REAL ESTATE GROUP INC COMMON 346233109 1,905 100,000 SH SHARED 100,000 FORWARD AIR CORP COMMON 349853101 10,411 300,888 SH SHARED 300,888 FOSSIL INC COMMON 349882100 2,186 75,200 SH SHARED 75,200 FREEPORT-MCMORAN COPPER & GO COMMON 35671D857 4,102 35,000 SH SHARED 35,000 GRAINGER W W INC COMMON 384802104 12,475 152,509 SH SHARED 152,509 GREAT WOLF RESORTS INC COMMON 391523107 897 205,270 SH SHARED 205,270 HAYNES INTERNATIONAL INC COM NEW 420877201 2,020 35,105 SH SHARED 35,105 HEARTLAND EXPRESS INC COMMON 422347104 6,141 411,900 SH SHARED 411,900 HONEYWELL INTL INC COMMON 438516106 7,793 155,000 SH SHARED 155,000 HUB GROUP INC CL A 443320106 11,858 347,424 SH SHARED 347,424 INGERSOLL-RAND COMPANY LTD CL A G4776G101 936 25,000 SH SHARED 25,000 INNOPHOS HOLDINGS INC COMMON 45774N108 959 30,000 SH SHARED 30,000 ISLE CAPRI CASINOS INC COMMON 464592104 322 67,205 SH SHARED 67,205 JAMES RIVER COAL CO COM NEW 470355207 32,837 559,502 SH SHARED 559,502 JOY GLOBAL INC COMMON 481165108 2,654 35,000 SH SHARED 35,000 KANSAS CITY SOUTHERN COM NEW 485170302 2,200 50,000 SH SHARED 50,000 LANDSTAR SYS INC COMMON 515098101 13,987 253,294 SH SHARED 253,294 LAS VEGAS SANDS CORP COMMON 517834107 1,826 38,500 SH SHARED 38,500 MATTEL INC COMMON 577081102 856 50,000 SH SHARED 50,000 MGM MIRAGE COMMON 552953101 1,695 50,000 SH SHARED 50,000 MOSAIC CO COMMON 61945A107 13,295 91,877 SH SHARED 91,877 NUCOR CORP COMMON 670346105 747 10,000 SH SHARED 10,000 OLIN CORP COM PAR $1 680665205 12,436 475,000 SH SHARED 475,000 P A M TRANSN SVCS INC COMMON 693149106 976 91,618 SH SHARED 91,618 PANERA BREAD CO CL A 69840W108 7,195 155,525 SH SHARED 155,525 PATRIOT COAL CORP COMMON 70336T104 12,977 84,655 SH SHARED 84,655 PF CHANGS CHINA BISTRO INC COMMON 69333Y108 8,992 402,514 SH SHARED 402,514 PINNACLE ENTMT INC COMMON 723456109 1,657 157,948 SH SHARED 157,948 POTASH CORP SASK INC COMMON 73755L107 36,452 159,477 SH SHARED 159,477 PROGRESSIVE GAMING INTL CORP COMMON 74332S102 72 57,717 SH SHARED 57,717 QUANEX BUILDING PRODUCTS COR COMMON 747619104 813 54,700 SH SHARED 54,700 QUANTA SVCS INC COMMON 74762E102 1,065 32,000 SH SHARED 32,000 QUICKSILVER INC COMMON 74838C106 2,136 217,492 SH SHARED 217,492 ROCK-TENN CO CL A 772739207 4,473 149,162 SH SHARED 149,162 ROCKWELL COLLINS INC COMMON 774341101 3,549 74,000 SH SHARED 74,000 ROCKWOOD HLDGS INC COMMON 774415103 1,566 45,000 SH SHARED 45,000 SAFEWAY INC COM NEW 786514208 2,107 73,800 SH SHARED 73,800 SAIA INC COMMON 78709Y105 2,285 209,293 SH SHARED 209,293 SMITHFIELD FOODS INC COMMON 832248108 354 17,800 SH SHARED 17,800 SMURFIT-STONE CONTAINER CORP COMMON 832727101 407 100,000 SH SHARED 100,000 SOUTHWEST AIRLS CO COMMON 844741108 3,336 255,866 SH SHARED 255,866 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 2,206 115,000 SH SHARED 115,000 STEEL DYNAMICS INC COMMON 858119100 6,676 170,869 SH SHARED 170,869 TAL INTL GROUP INC COMMON 874083108 2,136 93,947 SH SHARED 93,947 TERRA INDS INC COMMON 880915103 18,367 372,186 SH SHARED 372,186 TEXAS INDS INC COMMON 882491103 1,352 24,085 SH SHARED 24,085 TEXAS ROADHOUSE INC CL A 882681109 1,570 175,058 SH SHARED 175,058 TEXTRON INC COMMON 883203101 11,366 237,143 SH SHARED 237,143 TRUE RELIGION APPAREL INC COMMON 89784N104 4,527 169,874 SH SHARED 169,874 UNITED PARCEL SERVICE INC CL B 911312106 922 15,000 SH SHARED 15,000 UNIVERSAL TRUCKLOAD SVCS INC COMMON 91388P105 5,812 263,937 SH SHARED 263,937 WABCO HLDGS INC COMMON 92927K102 3,892 83,763 SH SHARED 83,763 WALTER INDS INC COMMON 93317Q105 20,542 188,853 SH SHARED 188,853 WYNDHAM WORLDWIDE CORP COMMON 98310W108 716 40,000 SH SHARED 40,000 481,176
-----END PRIVACY-ENHANCED MESSAGE-----