-----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, DRyFXt6gz1WmSJE+99Tx324SX+x2EWMZEOsb3sIrcYAAE0N1HIqOKM5bXgazVcrx WeDp/bZBMlFT8F8UsM9wnA== 0001264128-09-000235.txt : 20091116 0001264128-09-000235.hdr.sgml : 20091116 20091116102424 ACCESSION NUMBER: 0001264128-09-000235 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090930 FILED AS OF DATE: 20091116 DATE AS OF CHANGE: 20091116 EFFECTIVENESS DATE: 20091116 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: 091184222 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-q3_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: September 30, 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 November 13, 2009 [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: 131 Form 13F Information Table Value Total: $1,011,144 (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 10,312 832,265 SHARED 832,265 ALLEGHENY TECHNOLOGIES INC COMMON 01741R102 1,950 55,739 SHARED 55,739 AMERICAN EAGLE OUTFITTERS INC COMMON 02553E106 6,725 398,873 SHARED 398,873 AMERISTAR CASINOS INC COMMON 03070Q101 2,937 186,141 SHARED 186,141 ARKANSAS BEST CORP DEL COMMON 040790107 7,029 234,781 SHARED 234,781 ARVINMERITOR INC COMMON 043353101 3,932 502,776 SHARED 502,776 ASHLAND INC NEW COMMON 044209104 12,399 286,885 SHARED 286,885 ATLAS AIR WORLDWIDE HLDGS INC COM NEW 049164205 3,107 97,170 SHARED 97,170 AVON PRODS INC COMMON 054303102 2,658 78,275 SHARED 78,275 BARE ESCENTUALS INC COMMON 067511105 6,185 520,144 SHARED 520,144 BELO COPR COM SER A 080555105 595 110,000 SHARED 110,000 BEMIS INC COMMON 081437105 5,797 223,750 SHARED 223,750 BOISE INC COMMON 09746Y105 1,318 249,550 SHARED 249,550 BOYD GAMING CORP COMMON 103304101 547 50,000 SHARED 50,000 BRINKER INTL INC COMMON 109641100 6,202 394,300 SHARED 394,300 BRUNSWICK CORP COMMON 117043109 1,441 120,300 SHARED 120,300 BUCYRUS INTL NEW COMMON 118759109 3,280 92,101 SHARED 92,101 BWAY HOLDING CO COMMON 12429T104 1,894 102,303 SHARED 102,303 CALLAWAY GOLF CO COMMON 131193104 767 100,850 SHARED 100,850 CAREER EDUCATION CORP COMMON 141665109 4,133 170,000 SHARED 170,000 CARTER INC COMMON 146229109 10,602 397,094 SHARED 397,094 CBS CORP NEW CL B 124857202 4,953 411,000 SHARED 411,000 CEC ENTMNT INC COMMON 125137109 3,264 126,236 SHARED 126,236 CELADON GROUP INC COMMON 150838100 2,840 251,076 SHARED 251,076 CENTRAL EUROPEAN DIST CORP COMMON 153435102 6,754 206,181 SHARED 206,181 CH ROBINSON WORLDWIDE INC COM NEW 12541W209 6,666 115,427 SHARED 115,427 CHARMING SHOPPES INC COMMON 161133103 1,586 321,752 SHARED 321,752 CHICAGO BRIDGE & IRON CO NV NY REGISTRY SH 167250109 1,541 82,500 SHARED 82,500 CHILDREN'S PL RETAIL STORES IN COMMON 168905107 28,121 938,607 SHARED 938,607 CHURCH & DWIGHT INC COMMON 171340102 6,703 118,130 SHARED 118,130 COLDWATER CREEK INC COMMON 193068103 8,021 978,218 SHARED 978,218 COMPASS MINERALS INTL INC COMMON 20451N101 5,960 96,715 SHARED 96,715 COOPER INDUSTRIES PLC SHS G24140108 21,433 570,470 SHARED 570,470 COOPER TIRE & RUBR CO COMMON 216831107 1,276 72,580 SHARED 72,580 COSI INC COMMON 22122P101 1,023 1,624,410 SHARED 1,624,410 COSTCO WHSL CORP NEW COMMON 22160K105 14,792 262,356 SHARED 262,356 DANA HOLDING CORP COMMON 235825205 10,647 1,563,500 SHARED 1,563,500 DECKERS OUTDOOR CORP COMMON 243537107 12,651 149,103 SHARED 149,103 DOLLAR THRIFTY AUTOMOTIVE GP INC COMMON 256743105 16,203 658,910 SHARED 658,910 DREAMWORKS ANIMATION SKG INC CL A 26153C103 5,080 142,825 SHARED 142,825 DRESS BARN INC COMMON 261570105 10,686 596,009 SHARED 596,009 EASTMAN CHEM CO COMMON 277432100 26,368 492,496 SHARED 492,496 ELECTRONIC ARTS INC COMMON 285512109 1,435 75,303 SHARED 75,303 FASTENAL CO COMMON 311900104 1,935 50,000 SHARED 50,000 FINISH LINE INC CL A 317923100 13,064 1,285,780 SHARED 1,285,780 FORD MTR CO DEL COM PAR $0.01 345370860 1,803 250,000 SHARED 250,000 FORTUNE BRANDS INC COMMON 349631101 11,101 258,291 SHARED 258,291 FOSSIL INC COMMON 349882100 25,711 903,743 SHARED 903,743 FUQI INTERNATIONAL INC COM NEW 36102A207 9,053 309,938 SHARED 309,938 GANNETT INC COMMON 364730101 2,373 189,680 SHARED 189,680 GAP INC DEL COMMON 364760108 2,684 125,400 SHARED 125,400 GIBRALTAR INDS INC COMMON 374689107 8,537 643,315 SHARED 643,315 GRAINGER W W INC COMMON 384802104 20,951 234,451 SHARED 234,451 GREAT WOLF RESORTS INC COMMON 391523107 1,251 350,400 SHARED 350,400 GUESS INC COMMON 401617105 41,179 1,111,752 SHARED 1,111,752 GYMBOREE CORP COMMON 403777105 15,920 329,052 SHARED 329,052 HANESBRANDS INC COMMON 410345102 12,958 605,518 SHARED 605,518 HEARTLAND EXPRESS INC COMMON 422347104 1,794 124,558 SHARED 124,558 HIBBETT SPORTS INC COMMON 428567101 5,348 293,343 SHARED 293,343 HUNT JB TRANS SVCS INC COMMON 445658107 30,336 944,177 SHARED 944,177 HURON CONSULTING GROUP INC COMMON 447462102 2,454 95,000 SHARED 95,000 ILLINOIS TOOL WKS INC COMMON 452308109 24,539 574,557 SHARED 574,557 INGERSOLL-RAND PLC SHS G47791101 9,020 294,100 SHARED 294,100 INTERPUBLIC GROUP COS INC COMMON 460690100 2,933 390,000 SHARED 390,000 JARDEN CORP COMMON 471109108 3,329 118,600 SHARED 118,600 JO-ANN STORES INC COMMON 47758P307 6,330 235,918 SHARED 235,918 KANSAS CITY SOUTHERN COM NEW 485170302 10,676 403,028 SHARED 403,028 KIRBY CORP COMMON 497266106 1,837 49,899 SHARED 49,899 KNIGHT TRANSN INC COMMON 499064103 3,993 237,944 SHARED 237,944 KROGER CO COMMON 501044101 1,633 79,100 SHARED 79,100 LAMAR ADVERTISING CO CL A 512815101 8,628 314,449 SHARED 314,449 LOWES COS INC COMMON 548661107 5,972 285,200 SHARED 285,200 LUBRIZOL CORP COMMON 549271104 12,474 174,553 SHARED 174,553 MACYS INC COMMON 55616P104 28,411 1,553,366 SHARED 1,553,366 MADDEN STEVEN LTD COMMON 556269108 14,866 403,851 SHARED 403,851 MARINEMAX INC COMMON 567908108 1,753 224,515 SHARED 224,515 MARTEN TRANS LTD COMMON 573075108 579 33,914 SHARED 33,914 MASSEY ENERGY CORP COMMON 576206106 3,868 138,700 SHARED 138,700 MINERALS TECHNOLOGIES INC COMMON 603158106 9,836 206,807 SHARED 206,807 MOLSON COORS BREWING CO CL B 60871R209 12,068 247,900 SHARED 247,900 MORTONS RESTAURANT GR INC NEW COMMON 619430101 793 186,228 SHARED 186,228 MSC INDL DIRECT INC CL A 553530106 8,247 189,238 SHARED 189,238 NEWELL RUBBERMAID INC COMMON 651229106 8,496 541,500 SHARED 541,500 NORDSTROM INC COMMON 655664100 9,255 303,055 SHARED 303,055 NU SKIN ENTERPRISES INC CL A 67018T105 3,111 167,899 SHARED 167,899 OFFICEMAX INC DEL COMMON 67622P101 10,466 831,970 SHARED 831,970 OMNICOM GROUP INC COMMON 681919106 5,774 156,300 SHARED 156,300 OMNOVA SOLUTIONS INC COMMON 682129101 156 24,048 SHARED 24,048 OSHKOSH CORP COMMON 688239201 18,824 608,599 SHARED 608,599 PACCAR INC COMMON 693718108 6,134 162,662 SHARED 162,662 PACKAGING CORP AMERICA COMMON 695156109 1,875 91,890 SHARED 91,890 PAM TRANSN SVCS INC COMMON 693149106 4,790 594,265 SHARED 594,265 PANERA BREAD CO COMMON 69840W108 2,992 54,404 SHARED 54,404 PHILLIPS VAN HEUSEN CORP COMMON 718592108 25,314 591,581 SHARED 591,581 PIER 1 IMPORTS INC COMMON 720279108 9,071 2,343,991 SHARED 2,343,991 PPG INDS INC COMMON 693506107 6,833 117,389 SHARED 117,389 QUALITY DISTR INC FLA COMMON 74756M102 2,190 649,797 SHARED 649,797 REGAL-BELOIT CORP COMMON 758750103 1,906 41,700 SHARED 41,700 RETAIL VENTURES INC COMMON 76128Y102 64 12,232 SHARED 12,232 ROCKWELL COLLINS INC COMMON 774341101 3,810 75,000 SHARED 75,000 RSC HOLDINGS INC COMMON 74972L102 6,314 868,492 SHARED 868,492 RUSH ENTERPRISES INC CL A 781846209 9,395 727,159 SHARED 727,159 SCRIPPS NETWORKS INTERACT INC CL A COM 811065101 9,816 265,656 SHARED 265,656 SELECT COMFORT CORP COMMON 81616X103 5,151 1,084,483 SHARED 1,084,483 SIGNET JEWELERS LTD SHS G81276100 12,709 482,192 SHARED 482,192 SINCLAIR BROADCAST GROUP INC CL A 829226109 601 167,800 SHARED 167,800 SKECHERS USA INC CL A 830566105 3,941 229,907 SHARED 229,907 TAKE TWO INTERACTIVE SOFTWAR COMMON 874054109 3,949 352,253 SHARED 352,253 TAL INTL GROUP INC COMMON 874083108 3,227 226,919 SHARED 226,919 TARGET CORP COMMON 87612E106 33,401 715,528 SHARED 715,528 TBS INTERNATIONAL LTD COM CL A G86975151 927 106,606 SHARED 106,606 TEMPUR PEDIC INTL INC COMMON 88023U101 7,519 397,009 SHARED 397,009 TERRA INDS INC COMMON 880915103 3,851 111,075 SHARED 111,075 TEXAS ROADHOUSE INC CL A 882681109 2,421 227,977 SHARED 227,977 TEXTRON INC COMMON 883203101 3,543 186,655 SHARED 186,655 TJX COS INC NEW COMMON 872540109 13,094 352,468 SHARED 352,468 TUPPERWARE BRANDS CORP COMMON 899896104 7,992 200,192 SHARED 200,192 TYSON FOODS INC CL A 902494103 632 50,000 SHARED 50,000 UNITED STATIONERS INC COMMON 913004107 3,051 64,078 SHARED 64,078 UNIVERSAL STAINLESS & ALLOY COMMON 913837100 2,554 139,940 SHARED 139,940 UNIVERSAL TRUCKLOAD SVCS INC COMMON 91388P105 1,175 71,167 SHARED 71,167 VALASSIS COMMUNICATIONS INC COMMON 918866104 3,675 205,533 SHARED 205,533 VALSPAR CORP COMMON 920355104 2,985 108,500 SHARED 108,500 VIACOM INC NEW CL B 92553P201 2,823 100,673 SHARED 100,673 VITRAN CORP COMMON 92850E107 8,574 1,052,539 SHARED 1,052,539 WARNACO GROUP INC COM NEW 934390402 41,415 944,260 SHARED 944,260 WATSCO INC COMMON 942622200 5,593 103,752 SHARED 103,752 WEYERHAEUSER CO COMMON 962166104 1,873 51,110 SHARED 51,110 WILLIAMS SONOMA INC COMMON 969904101 6,320 312,406 SHARED 312,406 WMS INDS INC COMMON 929297109 1,108 24,869 SHARED 24,869 ZUMIEZ INC COMMON 989817101 8,404 512,115 SHARED 512,115 1,011,144
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