-----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, O+M4Bo52OhG49Mf8/3xkwUthwr+lilSty/r3rYMnDEhhV6hM3NbeL9AxH1MRBTkl XJEhsRdmFoPksHawqUUjPw== 0001264128-08-000018.txt : 20080214 0001264128-08-000018.hdr.sgml : 20080214 20080214160231 ACCESSION NUMBER: 0001264128-08-000018 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20071231 FILED AS OF DATE: 20080214 DATE AS OF CHANGE: 20080214 EFFECTIVENESS DATE: 20080214 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: 08615345 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-q4_2007.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: December 31, 2007 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 February 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: 69 Form 13F Information Table Value Total: $405,754 (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/ Investment Other Voting Authority Name of Issuer Class CUSIP (x1,000) Amount Prn CALL Discretion Managers Sole Shared None AGRIUM INC COMMON 008916108 27,097 375,249 SH SHARED 375,249 AIR PRODS & CHEMS INC COMMON 009158106 3,945 40,000 SH SHARED 40,000 ALPHA NATURAL RESOURCES INC COMMON 02076X102 3,605 111,000 SH SHARED 111,000 AMERICAN COMMERICAL LINES COMMON NEW 025195207 9,553 588,264 SH SHARED 588,264 AMERISTAR CASINOS INC COMMON 03070Q101 6,022 218,658 SH SHARED 218,658 ARMSTRONG WORLD INDS INC NEW COMMON 04247X102 1,368 34,099 SH SHARED 34,099 BALLY TECHNOLOGIES INC COMMON 05874B107 11,906 239,461 SH SHARED 239,461 CALIFORNIA PIZZA KITCHEN INC COMMON 13054D109 3,414 219,238 SH SHARED 219,238 CARROLS RESTAURANT GROUP INC COMMON 14574X104 460 47,965 SH SHARED 47,965 CF INDS HLDGS INC COMMON 125269100 14,303 129,954 SH SHARED 129,954 COMMERCIAL METALS CO COMMON 201723103 471 16,000 SH SHARED 16,000 CONSOL ENERGY INC COMMON 20854P109 6,937 97,000 SH SHARED 97,000 CON-WAY INC COMMON 205944101 17,566 422,881 SH SHARED 422,881 COSI INC COMMON 22122P101 1,841 821,739 SH SHARED 821,739 DU PONT E I DE NEMOURS & CO COMMON 263534109 10,405 236,000 SH SHARED 236,000 EASTMAN CHEM CO COMMON 277432100 20,074 328,600 SH SHARED 328,600 EATON CORP COMMON 278058102 8,615 88,863 SH SHARED 88,863 FELCOR LODGING TR INC COMMON 31430F101 389 24,947 SH SHARED 24,947 FIRST SOLAR INC COMMON 336433107 668 2,500 SH SHARED 2,500 FMC CORP COMMON NEW 302491303 38,048 697,485 SH SHARED 697,485 FREESEAS INC COMMON Y26496102 4,393 732,125 SH SHARED 732,125 FRONTLINE LTD SHS G3682E127 1,008 21,000 SH SHARED 21,000 GREAT WOLF RESORTS INC COMMON 391523107 2,708 276,020 SH SHARED 276,020 GRUBB&ELLIS RLTY ADVISORS INC UNIT 02/27/2010 400096202 1,220 200,000 SH SHARED 200,000 HARSCO CORP COMMON 415864107 6,700 104,574 SH SHARED 104,574 HORIZON LINES INC COMMON 44044K101 652 35,000 SH SHARED 35,000 HUB GROUP INC CL A 443320106 5,440 204,658 SH SHARED 204,658 HUNT JB TRANS SVCS INC COMMON 445658107 8,196 297,500 SH SHARED 297,500 JAMES RIVER COAL CO COMMON NEW 470355207 5,234 468,202 SH SHARED 468,202 KIRBY CORP COMMON 497266106 8,086 173,963 SH SHARED 173,963 LANDSTAR SYS INC COMMON 515098101 10,366 245,942 SH SHARED 245,942 LOUISIANA PAC CORP COMMON 546347105 1,592 116,400 SH SHARED 116,400 MARINEMAX INC COMMON 567908108 394 25,400 SH SHARED 25,400 METHANEX CORP COMMON 59151K108 1,381 50,020 SH SHARED 50,020 MGM MIRAGE COMMON 552953101 13,424 159,766 SH SHARED 159,766 MOSAIC CO COMMON 61945A107 25,137 266,449 SH SHARED 266,449 NEWMARKET CORP COMMON 651587107 2,380 42,732 SH SHARED 42,732 NORTHWEST AIRLS CORP COMMON 667280408 1,161 80,000 SH SHARED 80,000 O CHARLEYS INC COMMON 670823103 1,401 93,512 SH SHARED 93,512 OLD DOMINION FGHT LINES INC COMMON 679580100 5,879 254,382 SH SHARED 254,382 OLIN CORP COM PAR $1 680665205 5,337 276,096 SH SHARED 276,096 OM GROUP INC COMMON 670872100 16,184 281,271 SH SHARED 281,271 OMEGA NAVIGATION ENTERP INC CL A Y6476R105 644 40,728 SH SHARED 40,728 OVERSEAS SHIPHOLDING GROUP I COMMON 690368105 1,847 24,812 SH SHARED 24,812 P A M TRANSN SVCS INC COMMON 693149106 2,784 179,159 SH SHARED 179,159 PACTIV CORP COMMON 695257105 4,374 164,238 SH SHARED 164,238 PEABODY ENERGY CORP COMMON 704549104 3,698 60,000 SH SHARED 60,000 PENN NATL GAMING INC COMMON 707569109 1,787 30,000 SH SHARED 30,000 PFIZER INC COMMON 717081103 3,296 145,000 SH SHARED 145,000 POTASH CORP SASK INC COMMON 73755L107 3,378 23,464 SH SHARED 23,464 PROGRESSIVE GAMING INTL CORP COMMON 74332S102 143 57,717 SH SHARED 57,717 RADIAN GROUP INC COMMON 750236101 786 67,300 SH SHARED 67,300 RED ROBIN GOURMET BURGERS INC COMMON 75689M101 3,199 100,000 SH SHARED 100,000 ROCK-TENN CO CL A 772739207 1,672 65,783 SH SHARED 65,783 ROYAL CARIBBEAN CRUISES LTD COMMON V7780T103 10,750 253,300 SH SHARED 253,300 RUTHS CHRIS STEAK HSE INC COMMON 783332109 674 75,424 SH SHARED 75,424 SAFEWAY INC COMMON NEW 786514208 3,486 101,900 SH SHARED 101,900 SAIA INC COMMON 78709Y105 1,662 124,928 SH SHARED 124,928 SHERWIN WILLIAMS CO COMMON 824348106 261 4,500 SH SHARED 4,500 SHUFFLE MASTER INC COMMON 825549108 1,199 100,000 SH SHARED 100,000 SONOCO PRODS CO COMMON 835495102 3,101 94,901 SH SHARED 94,901 SPX CORP COMMON 784635104 4,643 45,142 SH SHARED 45,142 TEXAS ROADHOUSE INC CL A 882681109 2,932 265,111 SH SHARED 265,111 TEXTRON INC COMMON 883203101 14,916 209,200 SH SHARED 209,200 UNITED STATES STL CORP NEW COMMON 912909108 12,756 105,500 SH SHARED 105,500 UNIVERSAL TRUCKLOAD SVCS INC COMMON 91388P105 1,605 83,782 SH SHARED 83,782 VICTORY ACQUISITION CORP UNIT 99/99/9999 92644D209 558 50,000 SH SHARED 50,000 VITRAN CORP INC COMMON 92850E107 606 42,596 SH SHARED 42,596 WMS INDS INC COMMON 929297109 4,037 110,181 SH SHARED 110,181 405,754
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