-----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, LiZ5ltzmZSUlxEyhDIPNViIRTwmQAkTxRRGl3P8U6HxPMspxz5EUQ74adMm+km18 KphoeyvAi0+3kPdl39jt8w== 0001264128-10-000068.txt : 20100816 0001264128-10-000068.hdr.sgml : 20100816 20100816104106 ACCESSION NUMBER: 0001264128-10-000068 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100630 FILED AS OF DATE: 20100816 DATE AS OF CHANGE: 20100816 EFFECTIVENESS DATE: 20100816 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: 101017619 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_2010.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, 2010 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 August 11, 2010 [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: 107 Form 13F Information Table Value Total: $1,230,620 (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 ABERCROMBIE & FITCH CO CL A 002896207 10,659 347,310 SH SHARED 347,310 ACTIVISION BLIZZARD INC COMMON 00507V109 5,245 500,000 SH SHARED 500,000 ANNTAYLOR STORES CORP COMMON 036115103 5,151 316,600 SH SHARED 316,600 ARCH CHEMICALS INC COMMON 03937R102 3,518 114,430 SH SHARED 114,430 ARKANSAS BEST CORP DEL COMMON 040790107 6,387 307,827 SH SHARED 307,827 ARVINMERITOR INC COMMON 043353101 21,168 1,615,900 SH SHARED 1,615,900 AVERY DENNISON CORP COMMON 053611109 2,924 91,000 SH SHARED 91,000 AVIS BUDGET GROUP COMMON 053774105 4,761 484,800 SH SHARED 484,800 BEMIS INC COMMON 081437105 6,052 224,148 SH SHARED 224,148 BRUNSWCK CORP COMMON 117043109 3,203 257,712 SH SHARED 257,712 BUFFALO WILD WINGS INC COMMON 119848109 12,556 343,237 SH SHARED 343,237 BURGER KING HLDGS INC COMMON 121208201 1,684 100,029 SH SHARED 100,029 CALIFORNIA PIZZA KITCHEN INC COMMON 13054D109 6,587 434,794 SH SHARED 434,794 CARTER INC COMMON 146229109 12,332 469,800 SH SHARED 469,800 CATERPILLAR INC DEL COMMON 149123101 7,974 132,742 SH SHARED 132,742 CEC ENTMT INC COMMON 125137109 17,314 491,027 SH SHARED 491,027 CELADON GROUP INC COMMON 150838100 19,866 1,404,943 SH SHARED 1,404,943 CHEESECAKE FACTORY INC COMMON 163072101 1,783 80,082 SH SHARED 80,082 CHLDRENS PL RETAIL STORES COMMON 168905107 33,499 760,989 SH SHARED 760,989 CON-WAY INC COMMON 205944101 4,812 160,300 SH SHARED 160,300 COSI INC COMMON 22122P101 1,332 1,824,407 SH SHARED 1,824,407 COVENANT TRNSN GROUP INC CL A 22284P105 3,867 572,060 SH SHARED 572,060 CYTEC INDS INC COMMON 232820100 2,999 75,000 SH SHARED 75,000 DANA HOLDING CORP COMMON 235825205 17,391 1,739,100 SH SHARED 1,739,100 DARDEN RESTAURANTS INC COMMON 237194105 3,508 90,301 SH SHARED 90,301 DOLLAR THRIFTY AUTOMOTIVE GP COMMON 256743105 42,979 1,008,660 SH SHARED 1,008,660 DOLLAR TREE INC COMMON 256746108 6,706 161,096 SH SHARED 161,096 DR PEPPER SNAPPLE GROUP INC COMMON 26138E109 12,211 326,584 SH SHARED 326,584 DRESS BARN INC COMMON 261570105 34,188 1,435,866 SH SHARED 1,435,866 EASTMAN CHEM CO COMMON 277432100 28,243 529,289 SH SHARED 529,289 EXPRESS INC COMMON 30219E103 12,076 737,720 SH SHARED 737,720 FERRO CORP COMMON 315405100 7,534 1,022,300 SH SHARED 1,022,300 FINISH LINE INC CL A 317923100 12,512 898,211 SH SHARED 898,211 FOOT LOCKER INC COMMON 344849104 5,871 465,220 SH SHARED 465,220 FOSSIL INC COMMON 349882100 2,035 58,632 SH SHARED 58,632 G-III APPAREL GROUP LTD COMMON 36237H101 4,578 200,000 SH SHARED 200,000 GREAT WOLF RESORTS INC COMMON 391523107 521 250,300 SH SHARED 250,300 GUESS INC COMMON 401617105 25,089 803,100 SH SHARED 803,100 GYMBOREE CORP COMMON 403777105 7,828 183,280 SH SHARED 183,280 HEARTLAND EXPRESS INC COMMON 422347104 8,561 589,588 SH SHARED 589,588 HELEN OF TROY CORP LTD COMMON G4388N106 10,038 455,036 SH SHARED 455,036 HORNBECK OFFSHORE SVCS INC COMMON 440543106 1,384 94,800 SH SHARED 94,800 HSN INC COMMON 404303109 1,200 50,000 SH SHARED 50,000 HURON CONSULTING GROUP INC COMMON 447462102 4,156 214,141 SH SHARED 214,141 INNOPHOS HOLDINGS INC COMMON 45774N108 9,577 367,228 SH SHARED 367,228 INTERNATIONAL GAME TECHNOLOG COMMON 459902102 5,167 329,100 SH SHARED 329,100 INTERPUBLIC GROUP COS INC COMMON 460690100 9,269 1,300,000 SH SHARED 1,300,000 JAMES RIVER COAL CO COM NEW 470355207 10,360 650,756 SH SHARED 650,756 JC DECAUX SA ORD SHS F5333N100 2,308 120,000 SH SHARED 120,000 JO-ANN STORES INC COMMON 47758P307 19,295 514,392 SH SHARED 514,392 KIRKLANDS INC COMMON 497498105 14,308 847,885 SH SHARED 847,885 KNIGHT TRANSN INC COMMON 499064103 10,096 498,800 SH SHARED 498,800 KOHLS CORP COMMON 500255104 17,148 361,000 SH SHARED 361,000 KROGER CO COMMON 501044101 5,858 297,500 SH SHARED 297,500 LA Z BOY INC COMMON 505336107 2,766 372,310 SH SHARED 372,310 LAMAR ADVERTISING CO CL A 512815101 16,071 655,423 SH SHARED 655,423 LEAR CORP COM NEW 521865204 24,560 371,000 SH SHARED 371,000 LEGGETT & PLATT INC COMMON 524660107 11,906 593,500 SH SHARED 593,500 LENNOX INTL INC COMMON 526107107 15,177 365,100 SH SHARED 365,100 MACYS INC COMMON 55616P104 7,160 400,000 SH SHARED 400,000 MADDEN STEVEN LTD COMMON 556269108 8,384 265,984 SH SHARED 265,984 MAIDENFORM BRANDS INC COMMON 560305104 11,244 552,276 SH SHARED 552,276 MARTEN TRANS LTD COMMON 573075108 15,905 765,402 SH SHARED 765,402 MEAD JOHNSON NUTRITION CO COMMON 582839106 6,723 134,129 SH SHARED 134,129 MINERALS TECHNOLOGIES INC COMMON 603158106 9,997 210,277 SH SHARED 210,277 MODINE MFG CO COMMON 607828100 799 104,000 SH SHARED 104,000 MSC INDL DIRECT INC CL A 553530106 10,451 206,302 SH SHARED 206,302 NEWELL RUBBERMAID INC COMMON 651229106 11,088 757,376 SH SHARED 757,376 99 CENTS ONLY STORES COMMON 65440K106 8,689 587,092 SH SHARED 587,092 O CHARLEYS INC COMMON 670823103 1,591 300,215 SH SHARED 300,215 OFFICEMAX INC DEL COMMON 67622P101 24,908 1,907,223 SH SHARED 1,907,223 OLD DOMINION FGHT LINES INC COMMON 679580100 12,559 357,398 SH SHARED 357,398 PACCAR INC COMMON 693718108 16,026 401,960 SH SHARED 401,960 PACTIV CORP COMMON 695257105 6,127 220,000 SH SHARED 220,000 PAM TRANSN SVCS INC COMMON 693149106 11,958 795,603 SH SHARED 795,603 PEPSICO INC COMMON 713448108 22,448 368,300 SH SHARED 368,300 PHILLIPS VAN HEUSEN CORP COMMON 718592108 44,397 959,523 SH SHARED 959,523 PINNACLE ENTMT INC COMMON 723456109 9,460 1,000,000 SH SHARED 1,000,000 QUALITY DISTR INC FL COMMON 74756M102 588 113,829 SH SHARED 113,829 RED ROBIN GOURMET BURGERS INC COMMON 75689M101 14,631 852,639 SH SHARED 852,639 REGAL BELOIT CORP COMMON 758750103 12,997 233,000 SH SHARED 233,000 RETAIL VENTURES INC COMMON 76128Y102 2,855 365,052 SH SHARED 365,052 ROADRUNNER TRNSN SVCS HLDG I COMMON 76973Q105 8,575 603,431 SH SHARED 603,431 ROCKWOOD HLDGS INC COMMON 774415103 720 31,723 SH SHARED 31,723 RUSH ENTERPRISES INC CL A 781846209 9,213 689,609 SH SHARED 689,609 SAIA INC COMMON 78709Y105 13,475 898,316 SH SHARED 898,316 SELECT COMFORT CORP COMMON 81616X103 13,910 1,589,734 SH SHARED 1,589,734 SIGNET JEWELERS LIMITED SHS G81276100 11,806 429,318 SH SHARED 429,318 STANLEY BLACK & DECKER INC COMMON 854502101 8,934 176,847 SH SHARED 176,847 SWATCH GROUP AG ORD SHS H83949141 12,260 40,000 SH SHARED 40,000 TALBOTS INC COMMON 874161102 3,884 376,700 SH SHARED 376,700 TARGET CORP COMMON 87612E106 42,866 871,800 SH SHARED 871,800 TEMPUR PEDIC INTL INC COMMON 88023U101 34,773 1,130,825 SH SHARED 1,130,825 TRUEBLUE INC COMMON 89785X101 3,357 300,000 SH SHARED 300,000 UNITED RENTALS INC COMMON 911363109 3,726 399,776 SH SHARED 399,776 UNITED STATIONERS INC COMMON 913004107 19,337 355,006 SH SHARED 355,006 UNIVERSAL TRUCKLOAD SVCS INC COMMON 91388P105 2,232 160,231 SH SHARED 160,231 VALASSIS COMMUNICATIONS INC COMMON 918866104 49,502 1,560,599 SH SHARED 1,560,599 VALUEVISION MEDIA INC CL A 92047K107 2,039 1,151,798 SH SHARED 1,151,798 VITRAN CORP INC COMMON 92850E107 16,057 1,313,090 SH SHARED 1,313,090 WABASH NATL CORP COMMON 929566107 16,864 2,371,850 SH SHARED 2,371,850 WABCO HLDGS INC COMMON 92927K102 16,643 528,700 SH SHARED 528,700 WARNACO GROUP INC COM NEW 934390402 28,873 798,912 SH SHARED 798,912 WATSCO INC COMMON 942622200 11,584 200,000 SH SHARED 200,000 WESCO INTL INC COMMON 95082P105 9,475 281,406 SH SHARED 281,406 WILLIAMS SONOMA INC COMMON 969904101 1,389 55,943 SH SHARED 55,943 TOTAL 1,230,627
-----END PRIVACY-ENHANCED MESSAGE-----