-----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, DFypusmVlIVNlomIhsKVY+z0iEz/3g5n2hZfJt417HByw5ebSNvXYoK1uZSM1vrD 6tdcVkR5bhb5N3r/UUu1/Q== 0001264128-07-000126.txt : 20070814 0001264128-07-000126.hdr.sgml : 20070814 20070814142546 ACCESSION NUMBER: 0001264128-07-000126 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20070630 FILED AS OF DATE: 20070814 DATE AS OF CHANGE: 20070814 EFFECTIVENESS DATE: 20070814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SCOPUS ASSET MANAGEMENT, LLC CENTRAL INDEX KEY: 0001317583 IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11668 FILM NUMBER: 071053860 BUSINESS ADDRESS: STREET 1: 153 EAST 53RD STREET STREET 2: 26TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-446-2400 MAIL ADDRESS: STREET 1: 153 EAST 53RD STREET STREET 2: 26TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 scopus13fhr-q2_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: June 30, 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: Eric P. Salzman Title: Chief Financial Officer Phone: (212) 251-3270 Signature, Place, and Date of Signing: /s/ Eric P. Salzman New York, New York August 13, 2007 [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: 93 Form 13F Information Table Value Total: $414,911 (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 Value SH/Prn SH/ PUT/ Investment Other Voting Authority Name of Issuer Class CUSIP (x1,000) Amount Prn CALL Discretion Managers Sole Shared None ADAPTEC INC Common 00651F108 112 29,459 SH SHARED 29,459 AIRGAS INC Common 009363102 2,240 46,770 SH SHARED 46,770 ALBEMARLE CORP Common 012653101 3,663 95,067 SH SHARED 95,067 AMERICAN COMMERICAL LINES INC Common New 025195207 912 35,000 SH SHARED 35,000 AMERICAN STD COS INC DEL Common 029712106 2,428 41,159 SH SHARED 41,159 AMERISTAR CASINOS INC Common 03070Q101 2,570 73,974 SH SHARED 73,974 APPLEBEES INTL INC Common 037899101 2,516 104,394 SH SHARED 104,394 ARACRUZ CELLULOSE SA Spon ADR P 038496204 12,150 183,422 SH SHARED 183,422 BALLY TECHNOLOGIES INC Common 05874B107 5,317 201,267 SH SHARED 201,267 BIOFUEL ENERGY CORP Common 09064Y109 1,305 122,500 SH SHARED 122,500 BOYD GAMING CORP Common 103304101 2,828 57,483 SH SHARED 57,483 BRINKER INTL INC Common 109641100 2,342 80,000 SH SHARED 80,000 BURLINGTON NORTHN SANTA FE Common 12189T104 6,454 75,800 SH SHARED 75,800 BWAY HOLDING CO Common 12429T104 1,380 93,260 SH SHARED 93,260 C H ROBINSON WORLDWIDE INC Common New 12541W209 8,535 162,500 SH SHARED 162,500 CAI INTERNATIONAL INC Common 12477X106 648 49,600 SH SHARED 49,600 CALIFORNIA PIZZA KITCHEN INC Common 13054D109 6,338 295,057 SH SHARED 295,057 CELANESE CORP DEL Com Ser A 150870103 14,302 368,800 SH SHARED 368,800 CF INDS HLDGS INC Common 125269100 21,337 356,270 SH SHARED 356,270 CHAMPS ENTMT INC DEL Common 158787101 285 59,987 SH SHARED 59,987 CHEESECAKE FACTORY INC Common 163072101 2,972 121,207 SH SHARED 121,207 CKE RESTAURANTS INC Common 12561E105 635 31,659 SH SHARED 31,659 COMMERCIAL METALS CO Common 201723103 1,689 50,000 SH SHARED 50,000 CONTINENTAL AIRL INC Cl B 210795308 3,845 113,524 SH SHARED 113,524 COOPER TIRE & RUBR CO Common 216831107 4,948 179,143 SH SHARED 179,143 COSI INC Common 22122P101 2,183 478,639 SH SHARED 478,639 CROWN HOLDINGS INC Common 228368106 3,014 120,700 SH SHARED 120,700 DEAN FOODS CO NEW Common 242370104 3,984 125,000 SH SHARED 125,000 DENNYS CORP Common 24869P104 464 104,300 SH SHARED 104,300 DOMINOS PIZZA INC Common 25754A201 356 19,500 SH SHARED 19,500 EASTMAN CHEM CO Common 277432100 25,546 397,112 SH SHARED 397,112 EATON CORP Common 278058102 2,790 30,000 SH SHARED 30,000 FEDEX CORP Common 31428X106 4,994 45,000 SH SHARED 45,000 FMC CORP Common New 302491303 17,679 197,771 SH SHARED 197,771 FORWARD AIR CORP Common 349853101 1,101 32,303 SH SHARED 32,303 FREIGHTCAR AMER INC Common 357023100 1,435 30,000 SH SHARED 30,000 GEORGIA GULF CORP Com Par $0.01 373200203 4,646 256,548 SH SHARED 256,548 GRACE W R & CO DEL NEW Common 38388F108 3,184 130,015 SH SHARED 130,015 GRANITE CITY FOOD & BREWERY Common 38724Q107 111 20,352 SH SHARED 20,352 GREAT WOLF RESORTS INC Common 391523107 2,309 162,042 SH SHARED 162,042 GRUBB&ELLIS RLTY ADVISORS IN UNIT 02/27/2010 400096202 1,340 200,000 SH SHARED 200,000 HARSCO CORP Common 415864107 13,104 252,002 SH SHARED 252,002 HEARTLAND EXPRESS INC Common 422347104 2,853 175,000 SH SHARED 175,000 HERCULES INC Common 427056106 1,474 75,000 SH SHARED 75,000 HILTON HOTELS CORP Common 432848109 2,430 72,600 SH SHARED 72,600 HUB GROUP INC CL A 443320106 4,730 134,522 SH SHARED 134,522 HUNT J B TRANS SVCS INC Common 445658107 5,059 172,538 SH SHARED 172,538 HUNTSMAN CORP Common 447011107 2,365 97,300 SH SHARED 97,300 KIRBY CORP Common 497266106 12,477 325,013 SH SHARED 325,013 KNIGHT TRANSN INC Common 499064103 8,973 463,011 SH SHARED 463,011 LANDSTAR SYS INC Common 515098101 5,105 105,800 SH SHARED 105,800 LOUISIANA PAC CORP Common 546347105 2,838 150,000 SH SHARED 150,000 LYONDELL CHEMICAL CO Common 552078107 11,211 302,007 SH SHARED 302,007 MGM MIRAGE Common 552953101 3,584 43,447 SH SHARED 43,447 MINERALS TECHNOLOGIES INC Common 603158106 1,004 15,000 SH SHARED 15,000 MOSAIC CO Common 61945A107 17,018 436,129 SH SHARED 436,129 MYERS INDS INC Common 628464109 8,190 370,416 SH SHARED 370,416 NAVIOS MARITIME HOLDINGS INC Common Y62196103 1,134 93,898 SH SHARED 93,898 NEWMARKET CORP Common 651587107 5,715 118,158 SH SHARED 118,158 NORFOLK SOUTHERN CORP Common 655844108 3,680 70,000 SH SHARED 70,000 OCEANFREIGHT INC SHS Y64202107 4,825 250,000 SH SHARED 250,000 OLD DOMINION FGHT LINES INC Common 679580100 1,055 35,000 SH SHARED 35,000 OWENS ILL INC Common New 690768403 8,946 255,611 SH SHARED 255,611 P A M TRANSN SVCS INC Common 693149106 1,428 78,104 SH SHARED 78,104 PACER INTL INC TENN Common 69373H106 5,126 217,935 SH SHARED 217,935 PENN NATIL GAMING INC Common 707569109 4,206 70,000 SH SHARED 70,000 PINNACLE ENTMT INC Common 723456109 2,624 93,200 SH SHARED 93,200 PIONEER COS INC Common New 723643300 3,471 100,995 SH SHARED 100,995 QUALITY DISTR INC FLA Common 74756M102 887 79,003 SH SHARED 79,003 RAND LOGISTICS INC Common 752182105 373 57,924 SH SHARED 57,924 RUSH ENTERPRISES INC CL A 781846209 4,178 192,369 SH SHARED 192,369 RUSH ENTERPRISES INC CL B 781846308 1,763 84,187 SH SHARED 84,187 RUTHS CHRIS STEAK HSE INC Comon 783332109 2,632 154,910 SH SHARED 154,910 RYANAIR HOLDINGS PLC SPONSORED ADR 783513104 1,321 35,000 SH SHARED 35,000 SAFEWAY INC Common New 786514208 2,042 60,000 SH SHARED 60,000 STARBUCKS CORP Common 855244109 4,052 154,422 SH SHARED 154,422 STEEL DYNAMICS INC Common 858119100 6,953 165,900 SH SHARED 165,900 TERRA INDS INC Common 880915103 2,542 100,000 SH SHARED 100,000 TEXAS ROADHOUSE INC CL A 882681109 2,050 160,276 SH SHARED 160,276 TEXTRON INC Common 883203101 5,777 52,468 SH SHARED 52,468 TRIMAS CORP Common New 896215209 18 1,500 SH SHARED 1,500 U S XPRESS ENTERPRISES INC CL A 90338N103 6,354 341,985 SH SHARED 341,985 ULTRAPETROL BAHAMAS LMTD Common P94398107 5,024 211,966 SH SHARED 211,966 UNION PAC CORP Common 907818108 1,727 15,000 SH SHARED 15,000 UNITED TECHNOLOGIES CORP Common 913017109 9,798 138,143 SH SHARED 138,143 UNIVERSAL TRUCKLOAD SVCS Common 91388P105 2,693 135,509 SH SHARED 135,509 UTI WORLDWIDE INC Ord G87210103 3,669 136,950 SH SHARED 136,950 VALSPAR CORP Common 920355104 4,303 151,478 SH SHARED 151,478 VICTORY ACQUISITION CORP Unit 99/99/9999 92644D209 551 50,000 SH SHARED 50,000 WERNER ENTERPRISES INC Common 950755108 8,791 436,300 SH SHARED 436,300 WESCO INTL INC Common 95082P105 1,904 31,496 SH SHARED 31,496 WORLD FUEL SVCS CORP Common 981475106 1,052 25,000 SH SHARED 25,000 YUM BRANDS INC Common 988498101 2,945 90,000 SH SHARED 90,000 414,911
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