-----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, J6ITIjTHJBSCASGO19wf2aFYZDneJYJ+esc6GIODboPc2feP4cP0S93wY1KqqjnK TVGO44zzMt2sEn5quswTLQ== 0001264128-09-000225.txt : 20090814 0001264128-09-000225.hdr.sgml : 20090814 20090814082917 ACCESSION NUMBER: 0001264128-09-000225 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090630 FILED AS OF DATE: 20090814 DATE AS OF CHANGE: 20090814 EFFECTIVENESS DATE: 20090814 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: 091012336 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_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: June 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 August 12, 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: 118 Form 13F Information Table Value Total: $560,971 (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 3M CO COMMON 88579Y101 5,559 92,500 SH SHARED 92,500 ACTIVISION BLIZZARD INC COMMON 00507V109 8,660 685,650 SH SHARED 685,650 ADVANCE AUTO PARTS INC COMMON 00751Y106 6,807 164,064 SH SHARED 164,064 AK STL HLDNG CORP COMMON 001547108 6,176 321,840 SH SHARED 321,840 AMERICAN AXLE & MFG HLDGS INC COMMON 024061103 1,338 388,944 SH SHARED 388,944 AMERICAN EAGLE OUTFITTERS NE COMMON 02553E106 5,395 380,700 SH SHARED 380,700 AMERISTAR CASINOS INC COMMON 03070Q101 1,713 90,000 SH SHARED 90,000 ANNTAYLOR STORES CORP COMMON 036115103 1,357 170,000 SH SHARED 170,000 ASHLAND INC NEW COMMON 044209104 5,004 178,404 SH SHARED 178,404 ASTEC INDS INC COMMON 046224101 4,742 159,713 SH SHARED 159,713 AVON PRODS INC COMMON 054303102 1,547 60,000 SH SHARED 60,000 BUNGE LTD COMMON G16962105 2,913 48,356 SH SHARED 48,356 CALIFORNIA PIZZA KITCHEN INC COMMON 13054D109 1,743 131,154 SH SHARED 131,154 CARTER INC COMMON 146229109 13,430 545,730 SH SHARED 545,730 CEC ENTMT INC COMMON 125137109 11,998 407,002 SH SHARED 407,002 CELADON GROUP INC COMMON 150838100 1,218 145,126 SH SHARED 145,126 CENTRAL EUROPEAN DIST CORP COMMON 153435102 5,014 188,700 SH SHARED 188,700 CHARMING SHOPPES INC COMMON 161133103 1,023 275,000 SH SHARED 275,000 CHEESECAKE FACTORY INC COMMON 163072101 8,516 492,250 SH SHARED 492,250 CHURCH & DWIGHT INC COMMON 171340102 5,776 106,360 SH SHARED 106,360 CKE RESTAURANTS INC COMMON 12561E105 1,704 201,000 SH SHARED 201,000 COCA-COLA CO COMMON 191216100 6,129 127,723 SH SHARED 127,723 COLDWATER CREEK INC COMMON 193068103 1,315 216,918 SH SHARED 216,918 COMPASS MINERALS INTL INC COMMON 20451N101 9,932 180,876 SH SHARED 180,876 CON-WAY INC COMMON 205944101 12,005 340,000 SH SHARED 340,000 COOPER TIRE & RUBR CO COMMON 216831107 496 50,000 SH SHARED 50,000 COSI INC COMMON 22122P101 937 1,487,484 SH SHARED 1,487,484 DICK'S SPORTING GOODS INC COMMON 253393102 1,580 91,858 SH SHARED 91,858 DINEEQUITY INC COMMON 254423106 5,028 161,199 SH SHARED 161,199 DR PEPPER SNAPPLE GROUP INC COMMON 26138E109 1,271 60,000 SH SHARED 60,000 DRESS BARN INC COMMON 261570105 10,095 705,953 SH SHARED 705,953 DU PONT E I DE NEMOURS & CO COMMON 263534109 1,355 52,904 SH SHARED 52,904 EASTMAN CHEM CO COMMON 277432100 4,591 121,142 SH SHARED 121,142 ELECTRONIC ARTS INC COMMON 285512109 4,642 213,703 SH SHARED 213,703 FINISH LINE INC CL A 317923100 6,740 908,292 SH SHARED 908,292 FORTUNE BRANDS INC COMMON 349631101 7,307 210,330 SH SHARED 210,330 FOSSIL INC COMMON 349882100 21,148 878,253 SH SHARED 878,253 FOSTER WHEELER AG COMMON H27178104 3,122 131,455 SH SHARED 131,455 GENESCO INC COMMON 371532102 2,068 110,200 SH SHARED 110,200 GENESEE & WYO INC COMMON 371559105 928 35,000 SH SHARED 35,000 GIBRALTAR INDS INC COMMON 374689107 2,248 327,281 SH SHARED 327,281 GRACE W R & CO DEL NEW COMMON 38388F108 1,370 110,723 SH SHARED 110,723 GRAINGER W W INC COMMON 384802104 11,979 146,300 SH SHARED 146,300 GREAT WOLF RESORTS INC COMMON 391523107 714 350,000 SH SHARED 350,000 GREIF INC CL A 397624107 3,001 67,874 SH SHARED 67,874 GUESS INC COMMON 401617105 18,252 707,982 SH SHARED 707,982 GYMBOREE CORP COMMON 403777105 15,961 449,853 SH SHARED 449,853 HANESBRANDS INC COMMON 410345102 2,388 159,114 SH SHARED 159,114 HASBRO INC COMMON 418056107 848 35,000 SH SHARED 35,000 HERTZ GLOBAL HOLDINGS INC COMMON 42805T105 3,531 441,900 SH SHARED 441,900 ICONIX BRAND GROUP INC COMMON 451055107 4,523 294,100 SH SHARED 294,100 ILLINOIS TOOL WKS INC COMMON 452308109 6,430 172,200 SH SHARED 172,200 INGERSOLL-RAND COMPANY LTD CL A G4776G101 10,141 485,200 SH SHARED 485,200 INTERFACE INC CL A 458665106 1,087 175,387 SH SHARED 175,387 INTL PAPER CO COMMON 460146103 2,044 135,100 SH SHARED 135,100 JARDEN CORP COMMON 471109108 1,688 90,000 SH SHARED 90,000 JOHNSON CTLS INC COMMON 478366107 1,545 71,150 SH SHARED 71,150 JONES APPAREL GROUP INC COMMON 480074103 7,209 671,900 SH SHARED 671,900 KIRBY CORP COMMON 497266106 1,191 37,461 SH SHARED 37,461 KROGER CO COMMON 501044101 2,152 97,600 SH SHARED 97,600 LANDSTAR SYS INC COMMON 515098101 7,874 218,850 SH SHARED 218,850 LAUDER ESTEE COS INC COMMON 518439104 1,634 50,000 SH SHARED 50,000 LENNOX INTL INC COMMON 526107107 8,390 261,275 SH SHARED 261,275 LORILLARD INC COMMON 544147101 2,924 43,146 SH SHARED 43,146 LUBRIZOL CORP COMMON 549271104 9,260 195,738 SH SHARED 195,738 MADDEN STEVEN LTD COMMON 556269108 2,784 109,400 SH SHARED 109,400 MARTEN TRANS LTD COMMON 573075108 2,825 136,072 SH SHARED 136,072 MGM MIRAGE COMMON 552953101 480 75,050 SH SHARED 75,050 MINERALS TECHNOLOGIES INC COMMON 603158106 7,299 202,642 SH SHARED 202,642 MOLSON COORS BREWING CO CL B 60871R209 8,597 203,100 SH SHARED 203,100 NEW YORK & CO INC COMMON 649295102 1,618 523,765 SH SHARED 523,765 OMNOVA SOLUTIONS INC COMMON 682129101 2,865 878,862 SH SHARED 878,862 OWENS ILL INC COM NEW 690768403 280 10,000 SH SHARED 10,000 PACCAR INC COMMON 693718108 2,031 62,462 SH SHARED 62,462 PACKAGING CORP AMER COMMON 695156109 2,601 160,532 SH SHARED 160,532 PACTIV CORP COMMON 695257105 9,342 430,500 SH SHARED 430,500 PAM TRANSN SVCS INC COMMON 693149106 3,429 626,808 SH SHARED 626,808 PENNEY JC INC COMMON 708160106 2,935 102,237 SH SHARED 102,237 PHILLIPS VAN HEUSEN CORP COMMON 718592108 16,484 574,553 SH SHARED 574,553 PINNACLE ENTMT INC COMMON 723456109 2,256 242,802 SH SHARED 242,802 POLARIS INDS INC COMMON 731068102 2,364 73,607 SH SHARED 73,607 POLYONE CORP COMMON 73179P106 327 120,547 SH SHARED 120,547 QUALITY DISTR INC FLA COMMON 74756M102 1,153 576,390 SH SHARED 576,390 ROCKWELL AUTOMATION INC COMMON 773903109 964 30,000 SH SHARED 30,000 ROPER INDS INC NEW COMMON 776696106 2,039 45,000 SH SHARED 45,000 RUSH ENTERPRISES INC CL A 781846209 1,515 130,000 SH SHARED 130,000 SAIA INC COMMON 78709Y105 4,119 228,725 SH SHARED 228,725 SCHNITZER STL INDS INC CL A 806882106 1,586 30,000 SH SHARED 30,000 SCHULMAN A INC COMMON 808194104 1,501 99,307 SH SHARED 99,307 SIGNET JEWELERS LTD SHS G81276100 2,760 132,541 SH SHARED 132,541 SKECHERS USA INC CL A 830566105 4,758 486,988 SH SHARED 486,988 SOLUTIA INC COM NEW 834376501 2,631 456,713 SH SHARED 456,713 SPARTECH CORP COM NEW 847220209 2,703 294,122 SH SHARED 294,122 STEEL DYNAMICS INC COMMON 858119100 4,124 280,001 SH SHARED 280,001 TAKE-TWO INTERACTIVE SOFTWAR COMMON 874054109 4,104 433,393 SH SHARED 433,393 TARGET CORP COMMON 87612E106 9,433 239,000 SH SHARED 239,000 TEXAS ROADHOUSE INC CL A 882681109 1,160 106,314 SH SHARED 106,314 THOMPSON CREEK METALS CO INC COMMON 884768102 1,689 165,300 SH SHARED 165,300 THQ INC COM NEW 872443403 737 102,900 SH SHARED 102,900 TJX COS INC NEW COMMON 872540109 11,732 372,908 SH SHARED 372,908 TUPPERWARE BRANDS CORP COMMON 899896104 1,821 70,000 SH SHARED 70,000 ULTA SALON COSMETCS & FRAG I COMMON 90384S303 4,771 429,087 SH SHARED 429,087 ULTRAPETROL BAHAMAS LTD COMMON P94398107 106 23,988 SH SHARED 23,988 UNITED RENTALS INC COMMON 911363109 686 105,700 SH SHARED 105,700 UNITED STATES STL CORP NEW COMMON 912909108 1,430 40,000 SH SHARED 40,000 UNITED TECHNOLOGIES CORP COMMON 913017109 8,173 157,300 SH SHARED 157,300 UNIVERSAL TRUCKLOAD SVCS INC COMMON 91388P105 880 56,224 SH SHARED 56,224 VITRAN CORP INC COMMON 92850E107 10,317 1,042,119 SH SHARED 1,042,119 WALTER ENERGY INC COMMON 93317Q105 1,210 33,400 SH SHARED 33,400 WARNACO GROUP INC COM NEW 934390402 23,478 724,641 SH SHARED 724,641 WATSCO INC CL B 942622200 10,699 218,650 SH SHARED 218,650 WERNER ENTERPRISES INC COMMON 950755108 13,547 747,625 SH SHARED 747,625 WESTLAKE CHEM CORP COMMON 960413102 3,811 186,901 SH SHARED 186,901 WET SEAL INC CL A 961840105 2,113 688,200 SH SHARED 688,200 WILLIAMS SONOMA INC COMMON 969904101 3,500 294,856 SH SHARED 294,856 WMS INDS INC COMMON 929297109 2,757 87,500 SH SHARED 87,500 WOLVERINE WORLD WIDE INC COMMON 978097103 11,900 539,422 SH SHARED 539,422 WORLD FUEL SVCS CORP COMMON 981475106 1,841 44,650 SH SHARED 44,650 560,971
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