SCOPUS ASSET MANAGEMENT, L.P. Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 228
New Positions 64
Increased Positions 108
Decreased Positions 116
Positions with Activity 224
Sold Out Positions 65
Total Mkt Value (in $ millions) 3,299

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

Sector Weighting

Basic Materials 5.34%
Capital Goods 5.16%
Conglomerates 1.01%
Consumer Cyclical 25.13%
Consumer/Non-Cyclical 0.98%
Energy 0.63%
Financial 0%
Healthcare
Services 44.23%
Technology 9.55%
Transportation 5.55%
Utilities

228 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GNC HLDGS INC COM CL A 47,935 -30,199 (38.65) 1,083,024
LEAR CORP COM NEW 46,822 -1,008 (2.11) 581,935
DILLARDS INC CL A 46,722 46,722 New 519,422
GAMESTOP CORP NEW CL A 46,243 2,981 6.89 1,141,233
RALPH LAUREN CORP CL A 45,589 40,982 889.67 296,900
EATON CORP PLC SHS 45,085 -9,604 (17.56) 635,721
DELPHI AUTOMOTIVE PLC SHS 44,687 2,827 6.75 688,555
SALLY BEAUTY HLDGS INC COM 42,976 42,976 New 1,615,634
TWENTY FIRST CENTY FOX INC CL A 41,740 36,437 687.04 1,308,057
CARMAX INC COM 36,821 36,821 New 858,700
TIFFANY & CO NEW COM 35,992 -32,848 (47.72) 425,745
RITE AID CORP COM 35,904 -54,161 (60.14) 5,099,936
BEST BUY INC COM 35,694 -26,158 (42.29) 1,399,219
RESTORATION HARDWARE HLDGS INC COM 35,461 -31,525 (47.06) 530,300
LITHIA MTRS INC CL A 33,435 33,435 New 516,371
QUANTA SVCS INC COM 32,568 15,435 90.09 923,131
LIBERTY INTERACTIVE CORP INT COM SER A 32,551 32,551 New 1,150,200
REALOGY HLDGS CORP COM 31,478 -23,753 (43.01) 750,380
MANPOWERGROUP INC COM 29,587 12,894 77.24 398,531
NEXSTAR BROADCASTING GROUP INC CL A 28,944 669 2.37 742,152