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) 4,088

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

Sector Weighting

Basic Materials 5.3%
Capital Goods 12.57%
Conglomerates 1.52%
Consumer Cyclical 18.08%
Consumer/Non-Cyclical 2.72%
Energy 0.17%
Financial 0.61%
Healthcare
Services 37.94%
Technology 9.72%
Transportation 4.15%
Utilities 0.3%

225 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GROUP 1 AUTOMOTIVE INC COM 23,357 23,357 New 244,500
DOLLAR TREE INC COM 22,889 22,889 New 295,000
NEXSTAR BROADCASTING GROUP INC CL A 22,374 22,374 New 396,000
DARDEN RESTAURANTS INC COM 22,140 -7,380 (25) 300,000
FIVE BELOW INC COM 21,369 21,369 New 573,503
ROADRUNNER TRNSN SVCS HLDG INC COM 21,017 6,006 40.01 802,800
TEXTRON INC COM 20,986 11,266 115.91 475,000
BRUNSWICK CORP COM 20,768 -41,536 (66.67) 400,000
URBAN OUTFITTERS INC COM 20,295 8,745 75.71 615,000
BERRY PLASTICS GROUP INC COM 19,182 6,721 53.94 575,000
LA QUINTA HLDGS INC COM 19,108 5,231 37.69 895,000
CALLAWAY GOLF CO COM 18,900 4,500 31.25 2,100,000
ILLINOIS TOOL WKS INC COM 18,749 18,749 New 210,000
TESLA MTRS INC COM 18,675 18,675 New 70,000
CHICOS FAS INC COM 18,512 18,512 New 1,214,700
PINNACLE ENTMT INC COM 17,568 17,568 New 450,000
B/E AEROSPACE INC COM 17,015 -2,157 (11.25) 355,000
SUNEDISON INC COM 16,275 16,275 New 635,000
CSX CORP COM 15,791 15,791 New 501,948
QUANTA SVCS INC COM 15,140 -695 (4.39) 545,000