SCOPUS ASSET MANAGEMENT, L.P. Information

717 FIFTH AVENUE, 21ST FLOOR, NEW YORK, New York, 10022, (212) 251-3295

Report Date: 03/31/2015

Position Statistics

Total Positions 225
New Positions 83
Increased Positions 127
Decreased Positions 88
Positions with Activity 215
Sold Out Positions 45
Total Mkt Value (in $ millions) 4,074

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 5.59%
Capital Goods 12.7%
Conglomerates 1.51%
Consumer Cyclical 18.07%
Consumer/Non-Cyclical 2.68%
Energy 0.16%
Financial 0.63%
Healthcare
Services 37.92%
Technology 9.38%
Transportation 4.05%
Utilities 0.32%

127 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NIKE INC CL B 137,581 68,931 100.41 1,252,557
SIGNET JEWELERS LIMITED SHS 128,151 8,214 6.85 1,015,060
UNITED TECHNOLOGIES CORP COM 102,026 8,187 8.72 932,941
ELECTRONIC ARTS INC COM 87,529 19,507 28.68 1,287,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 84,774 13,063 18.22 487,009
ULTA SALON COSMETCS & FRAG INC COM 81,728 71,073 667.06 519,797
DANAHER CORP DEL COM 77,626 21,965 39.46 904,000
LULULEMON ATHLETICA INC COM 70,859 9,458 15.40 1,102,007
LOWES COS INC COM 69,564 34,120 96.27 1,050,018
NORDSTROM INC COM 65,639 15,239 30.24 871,927
RESTORATION HARDWARE HLDGS INC COM 64,141 10,500 19.58 646,125
DISNEY WALT CO COM DISNEY 62,478 62,478 New 540,000
G-III APPAREL GROUP LTD COM 61,404 32,728 114.13 856,524
MACQUARIE INFRASTRUCTURE CORP COM 57,634 7,517 15.00 703,109
MANPOWERGROUP INC COM 54,309 54,309 New 609,250
CONNS INC COM 54,182 54,182 New 1,310,319
MARTIN MARIETTA MATLS INC COM 52,728 52,728 New 365,000
TIME WARNER INC COM NEW 52,428 21,845 71.43 600,000
MOBILEYE N V AMSTELVEEN ORD SHS 50,411 50,411 New 906,178
MENS WEARHOUSE INC COM 50,345 50,345 New 808,877