SCOPUS ASSET MANAGEMENT, L.P. Information

623 5TH AVENUE, NEW YORK, New York, 10022, (212) 251-3270

Report Date: 06/30/2014

Position Statistics

Total Positions 244
New Positions 60
Increased Positions 112
Decreased Positions 130
Positions with Activity 242
Sold Out Positions 72
Total Mkt Value (in $ millions) 3,706

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

Sector Weighting

Basic Materials 9.87%
Capital Goods 6.32%
Conglomerates 0.44%
Consumer Cyclical 20.19%
Consumer/Non-Cyclical 2.29%
Energy 0.77%
Financial
Healthcare
Services 38.15%
Technology 6.67%
Transportation 10.33%
Utilities 0.13%

112 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SIGNET JEWELERS LIMITED SHS 115,988 3,401 3.02 990,000
WALGREEN CO COM 95,595 28,184 41.81 1,500,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 88,394 26,739 43.37 545,000
HERTZ GLOBAL HOLDINGS INC COM 82,480 8,018 10.77 2,998,200
CANADIAN NATL RY CO COM 82,062 82,062 New 1,110,000
NIKE INC CL B 81,510 81,510 New 1,000,000
ADVANCE AUTO PARTS INC COM 79,664 8,048 11.24 592,872
FOOT LOCKER INC COM 74,503 65,901 766.09 1,300,000
CHIPOTLE MEXICAN GRILL INC COM 69,874 37,800 117.85 106,966
ACTIVISION BLIZZARD INC COM 67,536 44,524 193.49 3,150,000
AVIS BUDGET GROUP COM 63,014 38,902 161.33 980,000
CONSTELLATION BRANDS INC CL A 59,867 18,734 45.55 686,943
QUANTA SVCS INC COM 54,176 6,102 12.69 1,465,000
ROBERT HALF INTL INC COM 52,917 39,980 309.03 1,046,000
CANADIAN PAC RY LTD COM 52,613 52,613 New 252,000
HD SUPPLY HLDGS INC COM 49,904 8,321 20.01 1,749,800
HUB GROUP INC CL A 48,695 23,542 93.59 1,184,791
MICHAEL KORS HLDGS LTD SHS 47,006 47,006 New 617,601
BRUNSWICK CORP COM 44,490 8,898 25 1,000,000
RESTORATION HARDWARE HLDGS INC COM 40,924 26,502 183.75 524,940