SCOPUS ASSET MANAGEMENT, L.P. Hedge Fund

Location: New York, NY

CIK: 0001317583 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 17, 2021

Total Value: $7.937B (100.0% shares, 0.0% debt)

Holdings (362)

AMZN AMAZON COM INC 2.1%
Value $170M Shares 55,000 Est. Cost $158.32 Unrealized +0.1%
SPY SPDR S&P 500 ETF TR 2.0%
Value $159M Shares 400,000 Est. Cost Unrealized
GAP GAP INC 1.8%
Value $141M Shares 4,750,000 Est. Cost $15.42 Unrealized +33.0%
MCD MCDONALDS CORP 1.7%
Value $134M Shares 600,000 Est. Cost $191.26 Unrealized 0.0%
LVS LAS VEGAS SANDS CORP 1.6%
Value $129M Shares 2,125,000 Est. Cost $51.02 Unrealized +9.6%
BURL BURLINGTON STORES INC 1.6%
Value $127M Shares 425,000 Est. Cost $271.73 Unrealized 0.0%
IAC INTERACTIVECORP NEW 1.5%
Value $119M Shares 550,000 Est. Cost $147.82 Unrealized
IAC INTERACTIVECORP NEW 1.4%
Value $114M Shares 525,000 Est. Cost $147.82 Unrealized
MNST MONSTER BEVERAGE CORP NEW 1.3%
Value $107M Shares 1,175,000 Est. Cost $40.38 Unrealized +10.9%
SPB SPECTRUM BRANDS HLDGS INC NE 1.3%
Value $106M Shares 1,250,000 Est. Cost $59.82 Unrealized +36.3%
JBHT HUNT J B TRANS SVCS INC 1.2%
Value $96.09M Shares 571,719 Est. Cost $137.06 Unrealized +5.0%
UAA UNDER ARMOUR INC 1.2%
Value $93.63M Shares 4,225,000 Est. Cost $14.54 Unrealized +43.6%
ACTIVISION BLIZZARD INC 1.2%
Value $93M Shares 1,000,000 Est. Cost $88.35 Unrealized
MTCH MATCH GROUP INC NEW 1.1%
Value $91.01M Shares 662,500 Est. Cost $123.44 Unrealized +19.0%
NWSA NEWS CORP NEW 1.1%
Value $89M Shares 3,500,000 Est. Cost $21.45 Unrealized 0.0%
QSR RESTAURANT BRANDS INTL INC 1.1%
Value $87.75M Shares 1,350,000 Est. Cost $61.98 Unrealized 0.0%
STZ CONSTELLATION BRANDS INC 1.1%
Value $85.5M Shares 375,000 Est. Cost $180.40 Unrealized +15.3%
PVH PVH CORPORATION 1.1%
Value $84.56M Shares 800,000 Est. Cost $55.52 Unrealized +76.6%
DG DOLLAR GEN CORP NEW 1.0%
Value $81.05M Shares 400,000 Est. Cost $184.45 Unrealized 0.0%
CZR CAESARS ENTERTAINMENT INC NE 1.0%
Value $80.89M Shares 925,000 Est. Cost $43.94 Unrealized +91.0%
KMX CARMAX INC 1.0%
Value $79.6M Shares 600,000 Est. Cost $121.72 Unrealized 0.0%
AAP ADVANCE AUTO PARTS INC 1.0%
Value $77.98M Shares 425,000 Est. Cost $145.03 Unrealized +2.8%
LPX LOUISIANA PAC CORP 1.0%
Value $77.58M Shares 1,398,796 Est. Cost $25.19 Unrealized +79.9%
JBHT HUNT J B TRANS SVCS INC 1.0%
Value $75.63M Shares 450,000 Est. Cost $137.06 Unrealized +5.0%
SMPL SIMPLY GOOD FOODS CO 0.9%
Value $72.25M Shares 2,375,000 Est. Cost $24.14 Unrealized +23.4%
ORLY OREILLY AUTOMOTIVE INC 0.9%
Value $69.75M Shares 137,500 Est. Cost $30.98 Unrealized 0.0%
PLAY DAVE & BUSTERS ENTMT INC 0.9%
Value $69.45M Shares 1,450,000 Est. Cost $31.80 Unrealized +22.8%
XLI SELECT SECTOR SPDR TR 0.9%
Value $68.92M Shares 700,000 Est. Cost Unrealized
CPRI CAPRI HOLDINGS LTD 0.9%
Value $68.85M Shares 1,350,000 Est. Cost $41.60 Unrealized +13.2%
LYFT LYFT INC 0.9%
Value $67.92M Shares 1,075,000 Est. Cost $55.82 Unrealized 0.0%
MCD MCDONALDS CORP 0.8%
Value $67.24M Shares 300,000 Est. Cost $191.26 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.8%
Value $65.84M Shares 273,879 Est. Cost $104.81 Unrealized 0.0%
L BRANDS INC 0.8%
Value $64.95M Shares 1,050,000 Est. Cost $20.10 Unrealized
NSC NORFOLK SOUTHN CORP 0.8%
Value $63.13M Shares 235,100 Est. Cost $223.04 Unrealized +2.6%
ASO ACADEMY SPORTS & OUTDOORS IN 0.8%
Value $62.75M Shares 2,325,000 Est. Cost $17.62 Unrealized +31.5%
TGT TARGET CORP 0.8%
Value $61.9M Shares 312,500 Est. Cost $163.21 Unrealized 0.0%
SGI TEMPUR SEALY INTL INC 0.8%
Value $61.7M Shares 1,687,500 Est. Cost $32.37 Unrealized 0.0%
SHOO MADDEN STEVEN LTD 0.8%
Value $61.48M Shares 1,650,000 Est. Cost $28.30 Unrealized +15.4%
SMG SCOTTS MIRACLE-GRO CO 0.8%
Value $61.24M Shares 250,000 Est. Cost $156.26 Unrealized +20.7%
JACK JACK IN THE BOX INC 0.8%
Value $60.38M Shares 550,000 Est. Cost $101.71 Unrealized 0.0%
ODFL OLD DOMINION FREIGHT LINE IN 0.8%
Value $60.1M Shares 250,000 Est. Cost $104.81 Unrealized 0.0%
RH RH 0.8%
Value $59.66M Shares 100,000 Est. Cost $492.98 Unrealized 0.0%
IWM ISHARES TR 0.8%
Value $59.65M Shares 270,000 Est. Cost Unrealized
EWZ ISHARES INC 0.7%
Value $58.54M Shares 1,750,000 Est. Cost Unrealized
HAS HASBRO INC 0.7%
Value $57.67M Shares 600,000 Est. Cost $72.99 Unrealized +7.0%
MOS MOSAIC CO NEW 0.7%
Value $57.06M Shares 1,805,046 Est. Cost $21.53 Unrealized +23.4%
RL RALPH LAUREN CORP 0.7%
Value $56.96M Shares 462,500 Est. Cost $75.81 Unrealized +36.0%
WFG WEST FRASER TIMBER CO LTD 0.7%
Value $56.86M Shares 790,100 Est. Cost $45.86 Unrealized +43.7%
FDX FEDEX CORP 0.7%
Value $56.81M Shares 200,000 Est. Cost $234.19 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.7%
Value $54.64M Shares 225,000 Est. Cost $251.93 Unrealized 0.0%
WSM WILLIAMS SONOMA INC 0.7%
Value $53.76M Shares 300,000 Est. Cost Unrealized
NSC NORFOLK SOUTHN CORP 0.7%
Value $53.7M Shares 200,000 Est. Cost $223.04 Unrealized +2.6%
BLMN BLOOMIN BRANDS INC 0.7%
Value $52.75M Shares 1,950,000 Est. Cost $12.36 Unrealized +65.4%
MTN VAIL RESORTS INC 0.6%
Value $51.04M Shares 175,000 Est. Cost $260.63 Unrealized +11.7%
THO THOR INDS INC 0.6%
Value $50.53M Shares 375,000 Est. Cost $109.80 Unrealized 0.0%
RS RELIANCE STEEL & ALUMINUM CO 0.6%
Value $49.8M Shares 327,000 Est. Cost $108.86 Unrealized +23.6%
UNILEVER PLC 0.6%
Value $47.44M Shares 850,000 Est. Cost $55.81 Unrealized
LOVE LOVESAC COMPANY 0.6%
Value $47.4M Shares 837,500 Est. Cost $38.33 Unrealized +44.2%
PRKS SEAWORLD ENTMT INC 0.6%
Value $47.19M Shares 950,000 Est. Cost $39.62 Unrealized 0.0%
MT ARCELORMITTAL SA LUXEMBOURG 0.6%
Value $46.67M Shares 1,600,000 Est. Cost $18.33 Unrealized
TPR TAPESTRY INC 0.6%
Value $46.36M Shares 1,125,000 Est. Cost $22.37 Unrealized +52.2%
DIS DISNEY WALT CO 0.6%
Value $46.13M Shares 250,000 Est. Cost $140.23 Unrealized +28.5%
UNP UNION PAC CORP 0.6%
Value $44.08M Shares 200,000 Est. Cost $164.87 Unrealized +14.1%
FDX FEDEX CORP 0.5%
Value $42.61M Shares 150,000 Est. Cost $234.19 Unrealized 0.0%
PVH PVH CORPORATION 0.5%
Value $42.28M Shares 400,000 Est. Cost $55.52 Unrealized +76.6%
AVNT AVIENT CORPORATION 0.5%
Value $42.23M Shares 893,486 Est. Cost $22.84 Unrealized +73.1%
PG PROCTER AND GAMBLE CO 0.5%
Value $40.63M Shares 300,000 Est. Cost $115.68 Unrealized 0.0%
HUBG HUB GROUP INC 0.5%
Value $40.46M Shares 601,340 Est. Cost $28.43 Unrealized +5.6%
KR KROGER CO 0.5%
Value $39.59M Shares 1,100,000 Est. Cost Unrealized
CCEP COCA-COLA EUROPACIFIC PARTNE 0.5%
Value $39.12M Shares 750,000 Est. Cost $35.98 Unrealized +21.7%
IYT ISHARES TR 0.5%
Value $38.65M Shares 150,000 Est. Cost Unrealized
MTCH MATCH GROUP INC NEW 0.5%
Value $37.78M Shares 275,000 Est. Cost $123.44 Unrealized +19.0%
CNI CANADIAN NATL RY CO 0.4%
Value $34.79M Shares 300,000 Est. Cost $101.06 Unrealized 0.0%
TFII TFI INTL INC 0.4%
Value $34.45M Shares 460,795 Est. Cost $62.33 Unrealized +9.0%
VESTAS WIND SYSTEMS A/S 0.4%
Value $34.14M Shares 166,251 Est. Cost $205.34 Unrealized
CALY CALLAWAY GOLF CO 0.4%
Value $33.44M Shares 1,250,000 Est. Cost $16.77 Unrealized +68.7%
KMX CARMAX INC 0.4%
Value $33.16M Shares 250,000 Est. Cost $121.72 Unrealized 0.0%
VFC V F CORP 0.4%
Value $31.97M Shares 400,000 Est. Cost Unrealized
WH WYNDHAM HOTELS & RESORTS INC 0.4%
Value $31.4M Shares 450,000 Est. Cost $63.85 Unrealized 0.0%
DOV DOVER CORP 0.4%
Value $31.29M Shares 228,182 Est. Cost $83.64 Unrealized +43.0%
HOG HARLEY DAVIDSON INC 0.4%
Value $30.07M Shares 750,000 Est. Cost $37.18 Unrealized 0.0%
PEP PEPSICO INC 0.4%
Value $30.06M Shares 212,500 Est. Cost $120.85 Unrealized -2.4%
AME AMETEK INC 0.4%
Value $29.98M Shares 234,707 Est. Cost $89.46 Unrealized +30.7%
PH PARKER-HANNIFIN CORP 0.4%
Value $29.21M Shares 92,592 Est. Cost $160.21 Unrealized +68.9%
PRCH PORCH GROUP INC 0.4%
Value $29.2M Shares 1,650,000 Est. Cost $11.17 Unrealized +59.1%
TDY TELEDYNE TECHNOLOGIES INC 0.4%
Value $29.06M Shares 70,246 Est. Cost $331.96 Unrealized +16.3%
VALE VALE S A 0.4%
Value $28.89M Shares 1,662,250 Est. Cost $10.31 Unrealized
UNP UNION PAC CORP 0.4%
Value $28.65M Shares 130,000 Est. Cost $164.87 Unrealized +14.1%
KMB KIMBERLY-CLARK CORP 0.4%
Value $27.81M Shares 200,000 Est. Cost Unrealized
PYPL PAYPAL HLDGS INC 0.3%
Value $27.32M Shares 112,500 Est. Cost $251.93 Unrealized 0.0%
ETN EATON CORP PLC 0.3%
Value $27.21M Shares 196,784 Est. Cost $85.16 Unrealized +39.7%
STELCO HOLDINGS INC 0.3%
Value $27.18M Shares 1,211,945 Est. Cost $18.66 Unrealized
CZR CAESARS ENTERTAINMENT INC NE 0.3%
Value $26.23M Shares 300,000 Est. Cost $43.94 Unrealized +91.0%
FERRARI NV 0.3%
Value $26.16M Shares 125,000 Est. Cost $209.28 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.3%
Value $26.04M Shares 228,850 Est. Cost $79.96 Unrealized 0.0%
LEG LEGGETT & PLATT INC 0.3%
Value $25.11M Shares 550,000 Est. Cost $32.32 Unrealized +37.7%
CCK CROWN HLDGS INC 0.3%
Value $24.75M Shares 255,000 Est. Cost $62.90 Unrealized +45.7%
QQQ INVESCO QQQ TR 0.3%
Value $23.93M Shares 75,000 Est. Cost Unrealized
POST POST HLDGS INC 0.3%
Value $23.79M Shares 225,000 Est. Cost $62.39 Unrealized +5.0%
CF CF INDS HLDGS INC 0.3%
Value $23.78M Shares 524,007 Est. Cost $40.67 Unrealized 0.0%
CURLF CURALEAF HOLDINGS INC 0.3%
Value $23.75M Shares 1,550,000 Est. Cost $12.81 Unrealized +20.5%
FAST ACQUISITION CORP 0.3%
Value $23.48M Shares 1,875,000 Est. Cost $12.52 Unrealized
ACTIVISION BLIZZARD INC 0.3%
Value $23.25M Shares 250,000 Est. Cost $88.35 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.3%
Value $23.04M Shares 298,200 Est. Cost $58.53 Unrealized +11.5%
HON HONEYWELL INTL INC 0.3%
Value $22.81M Shares 105,100 Est. Cost $163.73 Unrealized +7.9%
LVS LAS VEGAS SANDS CORP 0.3%
Value $22.79M Shares 375,000 Est. Cost $51.02 Unrealized +9.6%
MTN VAIL RESORTS INC 0.3%
Value $21.88M Shares 75,000 Est. Cost $260.63 Unrealized +11.7%
TKR TIMKEN CO 0.3%
Value $21.67M Shares 267,024 Est. Cost $45.19 Unrealized +76.6%
PLAY DAVE & BUSTERS ENTMT INC 0.3%
Value $21.55M Shares 450,000 Est. Cost $31.80 Unrealized +22.8%
PENN PENN NATL GAMING INC 0.3%
Value $20.97M Shares 200,000 Est. Cost Unrealized
SNAP SNAP INC 0.3%
Value $20.92M Shares 400,000 Est. Cost $57.47 Unrealized 0.0%
CSTM CONSTELLIUM SE 0.3%
Value $20.3M Shares 1,380,821 Est. Cost $12.59 Unrealized +14.1%
ESI ELEMENT SOLUTIONS INC 0.3%
Value $20.18M Shares 1,103,554 Est. Cost $9.69 Unrealized +77.4%
RRX REGAL BELOIT CORP 0.3%
Value $20.1M Shares 140,893 Est. Cost $92.21 Unrealized +48.9%
HWM HOWMET AEROSPACE INC 0.3%
Value $20.02M Shares 623,000 Est. Cost $28.40 Unrealized 0.0%
BA BOEING CO 0.3%
Value $19.95M Shares 78,332 Est. Cost $203.09 Unrealized +9.4%
UTZ UTZ BRANDS INC 0.2%
Value $19.73M Shares 795,852 Est. Cost $15.17 Unrealized +60.0%
DE DEERE & CO 0.2%
Value $19.71M Shares 52,695 Est. Cost $150.37 Unrealized +104.5%
XLI SELECT SECTOR SPDR TR 0.2%
Value $19.69M Shares 200,000 Est. Cost Unrealized
Z ZILLOW GROUP INC 0.2%
Value $19.45M Shares 150,000 Est. Cost $55.80 Unrealized +165.9%
JACOBS ENGR GROUP INC 0.2%
Value $19.31M Shares 149,386 Est. Cost $78.77 Unrealized
AVY AVERY DENNISON CORP 0.2%
Value $18.92M Shares 103,022 Est. Cost $132.77 Unrealized +18.4%
VRT VERTIV HOLDINGS CO 0.2%
Value $18.74M Shares 937,099 Est. Cost $14.22 Unrealized +41.4%
GAP GAP INC 0.2%
Value $18.61M Shares 625,000 Est. Cost $15.42 Unrealized +33.0%
RL RALPH LAUREN CORP 0.2%
Value $18.47M Shares 150,000 Est. Cost $75.81 Unrealized +36.0%
RVLV REVOLVE GROUP INC 0.2%
Value $17.97M Shares 400,000 Est. Cost Unrealized
DHR DANAHER CORPORATION 0.2%
Value $17.79M Shares 79,037 Est. Cost $133.41 Unrealized +48.9%
GATX GATX CORP 0.2%
Value $17.28M Shares 186,291 Est. Cost $73.31 Unrealized +16.2%
AGCO AGCO CORP 0.2%
Value $17.25M Shares 120,100 Est. Cost $74.56 Unrealized +40.5%
GENERAL ELECTRIC CO 0.2%
Value $16.96M Shares 1,292,000 Est. Cost $11.37 Unrealized
COLFAX CORP 0.2%
Value $16.39M Shares 373,992 Est. Cost $27.90 Unrealized
GBTC GRAYSCALE BITCOIN TRUST BTC 0.2%
Value $16.06M Shares 321,016 Est. Cost $40.30 Unrealized
COCA-COLA EUROPACIFIC PARTNE 0.2%
Value $15.65M Shares 300,000 Est. Cost Unrealized
CLF CLEVELAND-CLIFFS INC NEW 0.2%
Value $15.59M Shares 775,000 Est. Cost $16.28 Unrealized 0.0%
LEN LENNAR CORP 0.2%
Value $15.57M Shares 153,800 Est. Cost $78.41 Unrealized 0.0%
WMS ADVANCED DRAIN SYS INC DEL 0.2%
Value $15.56M Shares 150,458 Est. Cost $51.42 Unrealized +85.9%
BGS B & G FOODS INC NEW 0.2%
Value $15.53M Shares 500,000 Est. Cost Unrealized
ROK ROCKWELL AUTOMATION INC 0.2%
Value $15.4M Shares 58,000 Est. Cost $227.85 Unrealized +3.0%
BLDR BUILDERS FIRSTSOURCE INC 0.2%
Value $15.24M Shares 328,750 Est. Cost $27.14 Unrealized +56.8%
TFII TFI INTL INC 0.2%
Value $15M Shares 200,000 Est. Cost $62.33 Unrealized +9.0%
BURL BURLINGTON STORES INC 0.2%
Value $14.94M Shares 50,000 Est. Cost $271.73 Unrealized 0.0%
RH RH 0.2%
Value $14.91M Shares 25,000 Est. Cost $492.98 Unrealized 0.0%
AIRBUS SE 0.2%
Value $14.84M Shares 131,000 Est. Cost $113.24 Unrealized
EMR EMERSON ELEC CO 0.2%
Value $14.57M Shares 161,500 Est. Cost $70.66 Unrealized +10.1%
URI UNITED RENTALS INC 0.2%
Value $14.56M Shares 44,206 Est. Cost $199.68 Unrealized +37.4%
KR KROGER CO 0.2%
Value $14.4M Shares 400,000 Est. Cost Unrealized
ITT ITT INC 0.2%
Value $14.38M Shares 158,200 Est. Cost $71.33 Unrealized +15.6%
PRCH PORCH GROUP INC 0.2%
Value $14.16M Shares 800,000 Est. Cost $11.17 Unrealized +59.1%
LINDE PLC 0.2%
Value $13.98M Shares 49,900 Est. Cost $162.56 Unrealized
GNRC GENERAC HLDGS INC 0.2%
Value $13.74M Shares 41,964 Est. Cost $163.97 Unrealized +79.7%
MTCH MATCH GROUP INC NEW 0.2%
Value $13.74M Shares 100,000 Est. Cost $123.44 Unrealized +19.0%
CARR CARRIER GLOBAL CORPORATION 0.2%
Value $13.37M Shares 316,743 Est. Cost $20.44 Unrealized +78.3%
OTIS OTIS WORLDWIDE CORP 0.2%
Value $13.3M Shares 194,377 Est. Cost $56.47 Unrealized +7.6%
IWM ISHARES TR 0.2%
Value $13.26M Shares 60,000 Est. Cost Unrealized
PWR QUANTA SVCS INC 0.2%
Value $13.24M Shares 150,500 Est. Cost $68.51 Unrealized +15.2%
MTZ MASTEC INC 0.2%
Value $13.24M Shares 141,277 Est. Cost $56.93 Unrealized +50.3%
CZR CAESARS ENTERTAINMENT INC NE 0.2%
Value $13.12M Shares 150,000 Est. Cost $43.94 Unrealized +91.0%
VVV VALVOLINE INC 0.2%
Value $13.09M Shares 502,164 Est. Cost $17.27 Unrealized +44.4%
AKZO NOBEL N.V. 0.2%
Value $13.08M Shares 117,057 Est. Cost $80.68 Unrealized
SNAP SNAP INC 0.2%
Value $13.07M Shares 250,000 Est. Cost $57.47 Unrealized 0.0%
BYND BEYOND MEAT INC 0.2%
Value $13.01M Shares 100,000 Est. Cost Unrealized
STLD STEEL DYNAMICS INC 0.2%
Value $12.69M Shares 250,000 Est. Cost $31.85 Unrealized +22.3%
REXNORD CORP 0.2%
Value $12.47M Shares 264,800 Est. Cost $31.48 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.2%
Value $12.25M Shares 50,000 Est. Cost $156.26 Unrealized +20.7%
EBAY EBAY INC. 0.2%
Value $12.25M Shares 200,000 Est. Cost Unrealized
ITW ILLINOIS TOOL WKS INC 0.2%
Value $12.18M Shares 55,000 Est. Cost $181.73 Unrealized +1.8%
EMN EASTMAN CHEM CO 0.2%
Value $12.11M Shares 110,000 Est. Cost $91.30 Unrealized 0.0%
DHI D R HORTON INC 0.2%
Value $11.98M Shares 134,468 Est. Cost $56.48 Unrealized +32.0%
EAT BRINKER INTL INC 0.2%
Value $11.96M Shares 168,382 Est. Cost $66.84 Unrealized 0.0%
NORSK HYDRO ASA 0.1%
Value $11.85M Shares 1,850,000 Est. Cost $4.65 Unrealized
NAUTILUS INC 0.1%
Value $11.73M Shares 750,000 Est. Cost Unrealized
BED BATH & BEYOND INC 0.1%
Value $11.66M Shares 400,000 Est. Cost Unrealized
AER AERCAP HOLDINGS NV 0.1%
Value $11.44M Shares 194,800 Est. Cost $47.93 Unrealized 0.0%
IVANHOE CAPITAL ACQUISITION 0.1%
Value $11.42M Shares 1,100,000 Est. Cost $10.38 Unrealized
TPR TAPESTRY INC 0.1%
Value $11.33M Shares 275,000 Est. Cost $22.37 Unrealized +52.2%
IFSPF INTERFOR CORP 0.1%
Value $11.32M Shares 502,292 Est. Cost $20.51 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.1%
Value $11.07M Shares 15,000 Est. Cost Unrealized
TE CONNECTIVITY LTD 0.1%
Value $11.04M Shares 85,500 Est. Cost $121.07 Unrealized
PVH PVH CORPORATION 0.1%
Value $10.57M Shares 100,000 Est. Cost $55.52 Unrealized +76.6%
ACM AECOM 0.1%
Value $10.45M Shares 163,000 Est. Cost $54.74 Unrealized 0.0%
NXPI NXP SEMICONDUCTORS NV 0.1%
Value $10.29M Shares 51,100 Est. Cost $167.49 Unrealized 0.0%
IR INGERSOLL RAND INC 0.1%
Value $10.29M Shares 209,000 Est. Cost $42.66 Unrealized +7.9%
WCC WESCO INTL INC 0.1%
Value $10.24M Shares 118,400 Est. Cost $67.50 Unrealized +21.2%
NOC NORTHROP GRUMMAN CORP 0.1%
Value $10.2M Shares 31,500 Est. Cost $280.94 Unrealized -1.0%
CLH CLEAN HARBORS INC 0.1%
Value $10.16M Shares 120,835 Est. Cost $57.76 Unrealized +45.6%
HUBG HUB GROUP INC 0.1%
Value $10.09M Shares 150,000 Est. Cost $28.43 Unrealized +5.6%
MAS MASCO CORP 0.1%
Value $10.08M Shares 168,349 Est. Cost $39.37 Unrealized +29.9%
POOL POOL CORP 0.1%
Value $9.869M Shares 28,586 Est. Cost $227.66 Unrealized +44.4%
LMT LOCKHEED MARTIN CORP 0.1%
Value $9.816M Shares 26,565 Est. Cost $322.83 Unrealized -7.1%
QSR RESTAURANT BRANDS INTL INC 0.1%
Value $9.75M Shares 150,000 Est. Cost $61.98 Unrealized 0.0%
SMH VANECK VECTORS ETF TR 0.1%
Value $9.742M Shares 40,000 Est. Cost Unrealized
ICLN ISHARES TR 0.1%
Value $9.72M Shares 400,000 Est. Cost Unrealized
PLAY DAVE & BUSTERS ENTMT INC 0.1%
Value $9.58M Shares 200,000 Est. Cost $31.80 Unrealized +22.8%
APH AMPHENOL CORP NEW 0.1%
Value $9.539M Shares 144,600 Est. Cost $28.57 Unrealized +8.6%
NORDSTROM INC 0.1%
Value $9.468M Shares 250,000 Est. Cost Unrealized
SANDBRIDGE ACQUISITION CORP 0.1%
Value $9.167M Shares 925,000 Est. Cost $9.91 Unrealized
DHR DANAHER CORPORATION 0.1%
Value $9.003M Shares 40,000 Est. Cost $133.41 Unrealized +48.9%
ADNT ADIENT PLC 0.1%
Value $8.923M Shares 201,875 Est. Cost $28.19 Unrealized +34.0%
FTV FORTIVE CORP 0.1%
Value $8.83M Shares 125,000 Est. Cost $50.42 Unrealized +0.5%
IAA INC 0.1%
Value $8.548M Shares 155,015 Est. Cost $51.17 Unrealized
HAYW HAYWARD HLDGS INC 0.1%
Value $8.524M Shares 505,000 Est. Cost $16.70 Unrealized 0.0%
PERIPHAS CAPITAL PARTNERING 0.1%
Value $8.309M Shares 350,000 Est. Cost $23.74 Unrealized
ASO ACADEMY SPORTS & OUTDOORS IN 0.1%
Value $8.097M Shares 300,000 Est. Cost $17.62 Unrealized +31.5%
ON ON SEMICONDUCTOR CORP 0.1%
Value $7.952M Shares 191,100 Est. Cost $33.72 Unrealized +13.8%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $7.92M Shares 17,354 Est. Cost $330.32 Unrealized +42.6%
SWK STANLEY BLACK & DECKER INC 0.1%
Value $7.911M Shares 39,621 Est. Cost $121.78 Unrealized +26.4%
CMI CUMMINS INC 0.1%
Value $7.703M Shares 29,729 Est. Cost $157.47 Unrealized +40.9%
PNR PENTAIR PLC 0.1%
Value $7.478M Shares 120,000 Est. Cost $53.87 Unrealized 0.0%
JCI JOHNSON CTLS INTL PLC 0.1%
Value $7.459M Shares 125,000 Est. Cost $49.98 Unrealized 0.0%
WCN WASTE CONNECTIONS INC 0.1%
Value $7.236M Shares 67,011 Est. Cost $96.71 Unrealized +1.6%
DRIVE SHACK INC 0.1%
Value $7.223M Shares 2,250,000 Est. Cost $3.21 Unrealized
JOANN INC 0.1%
Value $7.176M Shares 707,000 Est. Cost $10.15 Unrealized
LESLIES INC 0.1%
Value $7.152M Shares 292,045 Est. Cost $25.88 Unrealized
CARLOTZ INC 0.1%
Value $7.13M Shares 1,000,000 Est. Cost $7.13 Unrealized
VALE VALE S A 0.1%
Value $6.952M Shares 400,000 Est. Cost $10.31 Unrealized
PONTEM CORP 0.1%
Value $6.93M Shares 700,000 Est. Cost $9.90 Unrealized
APTIV PLC 0.1%
Value $6.875M Shares 49,858 Est. Cost $70.57 Unrealized
GM GENERAL MTRS CO 0.1%
Value $6.826M Shares 118,800 Est. Cost $37.95 Unrealized +35.0%
PH PARKER-HANNIFIN CORP 0.1%
Value $6.309M Shares 20,000 Est. Cost $160.21 Unrealized +68.9%
Z ZILLOW GROUP INC 0.1%
Value $6.275M Shares 48,404 Est. Cost $55.80 Unrealized +165.9%
YAC YUCAIPA ACQUISITION CORP-A 0.1%
Value $6.273M Shares 636,835 Est. Cost $9.85 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value $5.791M Shares 14,000 Est. Cost $331.96 Unrealized +16.3%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value $5.726M Shares 28,250 Est. Cost $169.35 Unrealized +0.2%
DY DYCOM INDS INC 0.1%
Value $5.661M Shares 60,973 Est. Cost $75.39 Unrealized +15.0%
LOVE LOVESAC COMPANY 0.1%
Value $5.66M Shares 100,000 Est. Cost $38.33 Unrealized +44.2%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.1%
Value $5.633M Shares 11,610 Est. Cost $398.44 Unrealized +11.9%
MP MP MATERIALS CORP 0.1%
Value $5.572M Shares 155,000 Est. Cost $36.97 Unrealized 0.0%
ETN EATON CORP PLC 0.1%
Value $5.531M Shares 40,000 Est. Cost $85.16 Unrealized +39.7%
ALGM ALLEGRO MICROSYSTEMS INC 0.1%
Value $5.51M Shares 217,362 Est. Cost $24.19 Unrealized +18.2%
DOV DOVER CORP 0.1%
Value $5.485M Shares 40,000 Est. Cost $83.64 Unrealized +43.0%
TT TRANE TECHNOLOGIES PLC 0.1%
Value $5.463M Shares 33,000 Est. Cost $129.28 Unrealized +12.5%
HON HONEYWELL INTL INC 0.1%
Value $5.427M Shares 25,000 Est. Cost $163.73 Unrealized +7.9%
TX TERNIUM SA 0.1%
Value $5.146M Shares 132,500 Est. Cost $38.84 Unrealized
AME AMETEK INC 0.1%
Value $5.109M Shares 40,000 Est. Cost $89.46 Unrealized +30.7%
VRT VERTIV HOLDINGS CO 0.1%
Value $5M Shares 250,000 Est. Cost $14.22 Unrealized +41.4%
DHC ACQUISITION CORP 0.1%
Value $4.995M Shares 500,000 Est. Cost $9.99 Unrealized
EQUITY DISTR ACQUISITION COR 0.1%
Value $4.955M Shares 500,000 Est. Cost $9.91 Unrealized
DAL DELTA AIR LINES INC DEL 0.1%
Value $4.892M Shares 101,318 Est. Cost $30.09 Unrealized +43.0%
SNDR SCHNEIDER NATIONAL INC 0.1%
Value $4.867M Shares 194,915 Est. Cost $22.93 Unrealized +2.0%
FORWARD AIR CORP 0.1%
Value $4.697M Shares 52,893 Est. Cost $88.80 Unrealized
LYB LYONDELLBASELL INDUSTRIES N 0.1%
Value $4.682M Shares 45,000 Est. Cost $70.80 Unrealized 0.0%
FLEX FLEX LTD 0.1%
Value $4.667M Shares 254,900 Est. Cost $12.56 Unrealized +9.7%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value $4.636M Shares 60,000 Est. Cost $58.53 Unrealized +11.5%
CVLG COVENANT LOGISTICS GROUP INC 0.1%
Value $4.588M Shares 222,806 Est. Cost $7.37 Unrealized +16.2%
OPLN KAR AUCTION SVCS INC 0.1%
Value $4.5M Shares 300,000 Est. Cost Unrealized
TKR TIMKEN CO 0.1%
Value $4.464M Shares 55,000 Est. Cost $45.19 Unrealized +76.6%
AXTA AXALTA COATING SYS LTD 0.1%
Value $4.437M Shares 150,000 Est. Cost Unrealized
WCN WASTE CONNECTIONS INC 0.1%
Value $4.319M Shares 40,000 Est. Cost $96.71 Unrealized +1.6%
RRX REGAL BELOIT CORP 0.1%
Value $4.28M Shares 30,000 Est. Cost $92.21 Unrealized +48.9%
ROK ROCKWELL AUTOMATION INC 0.1%
Value $4.247M Shares 16,000 Est. Cost $227.85 Unrealized +3.0%
HOG HARLEY DAVIDSON INC 0.1%
Value $4.01M Shares 100,000 Est. Cost $37.18 Unrealized 0.0%
PROSHARES TR II 0.1%
Value $3.97M Shares 424,564 Est. Cost $17.17 Unrealized
MGA MAGNA INTL INC 0.0%
Value $3.962M Shares 45,000 Est. Cost $56.43 Unrealized +22.8%
JACOBS ENGR GROUP INC 0.0%
Value $3.878M Shares 30,000 Est. Cost $78.77 Unrealized
TRITON INTL LTD 0.0%
Value $3.849M Shares 70,000 Est. Cost $54.99 Unrealized
RS RELIANCE STEEL & ALUMINUM CO 0.0%
Value $3.807M Shares 25,000 Est. Cost $108.86 Unrealized +23.6%
OLN OLIN CORP 0.0%
Value $3.797M Shares 100,000 Est. Cost $27.50 Unrealized 0.0%
HYDROFARM HLDGS GROUP INC 0.0%
Value $3.738M Shares 61,967 Est. Cost $52.58 Unrealized
TSN TYSON FOODS INC 0.0%
Value $3.715M Shares 50,000 Est. Cost Unrealized
DRAFTKINGS INC 0.0%
Value $3.68M Shares 60,000 Est. Cost $61.33 Unrealized
DRAFTKINGS INC 0.0%
Value $3.68M Shares 60,000 Est. Cost $61.33 Unrealized
BA BOEING CO 0.0%
Value $3.566M Shares 14,000 Est. Cost $203.09 Unrealized +9.4%
AEVA TECHNOLOGIES INC 0.0%
Value $3.48M Shares 300,000 Est. Cost $11.60 Unrealized
KINS TECHNOLOGY GROUP INC 0.0%
Value $3.434M Shares 350,000 Est. Cost $9.81 Unrealized
DHR DANAHER CORPORATION 0.0%
Value $3.376M Shares 15,000 Est. Cost $133.41 Unrealized +48.9%
DE DEERE & CO 0.0%
Value $3.367M Shares 9,000 Est. Cost $150.37 Unrealized +104.5%
UAL UNITED AIRLS HLDGS INC 0.0%
Value $3.296M Shares 57,280 Est. Cost $48.83 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $3.167M Shares 75,000 Est. Cost $20.44 Unrealized +78.3%
WMS ADVANCED DRAIN SYS INC DEL 0.0%
Value $3.102M Shares 30,000 Est. Cost $51.42 Unrealized +85.9%
BRENNTAG SE 0.0%
Value $2.989M Shares 35,000 Est. Cost $85.40 Unrealized
JUNIPER INDL HLDGS INC 0.0%
Value $2.976M Shares 240,000 Est. Cost $10.71 Unrealized
APH AMPHENOL CORP NEW 0.0%
Value $2.969M Shares 45,000 Est. Cost $28.57 Unrealized +8.6%
LIBERTY MEDIA CORP DEL 0.0%
Value $2.921M Shares 105,000 Est. Cost $23.61 Unrealized
OCA ACQUISITION CORP 0.0%
Value $2.897M Shares 290,000 Est. Cost $9.99 Unrealized
ARCELORMITTAL 0.0%
Value $2.889M Shares 100,000 Est. Cost $28.89 Unrealized
AGCO AGCO CORP 0.0%
Value $2.873M Shares 20,000 Est. Cost $74.56 Unrealized +40.5%
XOP SPDR SER TR 0.0%
Value $2.847M Shares 35,000 Est. Cost $81.34 Unrealized
AIRBUS SE 0.0%
Value $2.831M Shares 25,000 Est. Cost $113.24 Unrealized
GS ACQUISITION HLDGS CORP II 0.0%
Value $2.816M Shares 270,000 Est. Cost $10.43 Unrealized
PCT PURECYCLE TECHNOLOGIES INC 0.0%
Value $2.809M Shares 110,161 Est. Cost $22.89 Unrealized 0.0%
LPX LOUISIANA PAC CORP 0.0%
Value $2.773M Shares 50,000 Est. Cost $25.19 Unrealized +79.9%
OTIS OTIS WORLDWIDE CORP 0.0%
Value $2.738M Shares 40,000 Est. Cost $56.47 Unrealized +7.6%
ITT ITT INC 0.0%
Value $2.727M Shares 30,000 Est. Cost $71.33 Unrealized +15.6%
EMR EMERSON ELEC CO 0.0%
Value $2.707M Shares 30,000 Est. Cost $70.66 Unrealized +10.1%
YELLOWSTONE ACQUISITION CO 0.0%
Value $2.695M Shares 270,000 Est. Cost $9.98 Unrealized
FORTISTAR SUSTAINABLE SOL CO 0.0%
Value $2.676M Shares 270,000 Est. Cost $9.91 Unrealized
ADNT ADIENT PLC 0.0%
Value $2.652M Shares 60,000 Est. Cost $28.19 Unrealized +34.0%
URI UNITED RENTALS INC 0.0%
Value $2.634M Shares 8,000 Est. Cost $199.68 Unrealized +37.4%
COLFAX CORP 0.0%
Value $2.629M Shares 60,000 Est. Cost $27.90 Unrealized
GENERAL ELECTRIC CO 0.0%
Value $2.626M Shares 200,000 Est. Cost $11.37 Unrealized
GNRC GENERAC HLDGS INC 0.0%
Value $2.62M Shares 8,000 Est. Cost $163.97 Unrealized +79.7%
TE CONNECTIVITY LTD 0.0%
Value $2.582M Shares 20,000 Est. Cost $121.07 Unrealized
VECTOIQ ACQUISITION CORP II 0.0%
Value $2.533M Shares 250,000 Est. Cost $10.13 Unrealized
LEN LENNAR CORP 0.0%
Value $2.531M Shares 25,000 Est. Cost $78.41 Unrealized 0.0%
SPARTAN ACQUISITION CORP III 0.0%
Value $2.457M Shares 245,000 Est. Cost $10.03 Unrealized
DHI D R HORTON INC 0.0%
Value $2.406M Shares 27,000 Est. Cost $56.48 Unrealized +32.0%
PWR QUANTA SVCS INC 0.0%
Value $2.375M Shares 27,000 Est. Cost $68.51 Unrealized +15.2%
REXNORD CORP 0.0%
Value $2.355M Shares 50,000 Est. Cost $31.48 Unrealized
AERCAP HOLDINGS NV 0.0%
Value $2.35M Shares 40,000 Est. Cost Unrealized
MTZ MASTEC INC 0.0%
Value $2.343M Shares 25,000 Est. Cost $56.93 Unrealized +50.3%
ECP ENVIRONMENTAL GW OPT COR 0.0%
Value $2.268M Shares 225,000 Est. Cost $10.08 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value $2.265M Shares 7,000 Est. Cost $280.94 Unrealized -1.0%
ACM AECOM 0.0%
Value $2.244M Shares 35,000 Est. Cost $54.74 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value $2.217M Shares 6,000 Est. Cost $322.83 Unrealized -7.1%
ITW ILLINOIS TOOL WKS INC 0.0%
Value $2.215M Shares 10,000 Est. Cost $181.73 Unrealized +1.8%
MT ARCELORMITTAL SA LUXEMBOURG 0.0%
Value $2.188M Shares 75,000 Est. Cost $18.33 Unrealized
ACDVF AIR CANADA 0.0%
Value $2.186M Shares 105,000 Est. Cost $15.70 Unrealized +22.9%
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value $2.16M Shares 22,540 Est. Cost $44.20 Unrealized +58.8%
CLH CLEAN HARBORS INC 0.0%
Value $2.102M Shares 25,000 Est. Cost $57.76 Unrealized +45.6%
POOL POOL CORP 0.0%
Value $2.071M Shares 6,000 Est. Cost $227.66 Unrealized +44.4%
KENSINGTON CAPITAL ACQUISITI 0.0%
Value $2.052M Shares 200,000 Est. Cost $10.26 Unrealized
NXP SEMICONDUCTORS NV 0.0%
Value $2.013M Shares 10,000 Est. Cost Unrealized
AES AES CORP 0.0%
Value $2.011M Shares 75,000 Est. Cost $15.06 Unrealized +47.6%
NEWHOLD INVESTMENT CORP 0.0%
Value $2.002M Shares 200,000 Est. Cost $10.01 Unrealized
SPORTSTEK ACQUISITION CORP 0.0%
Value $1.988M Shares 200,000 Est. Cost $9.94 Unrealized
IR INGERSOLL RAND INC 0.0%
Value $1.968M Shares 40,000 Est. Cost $42.66 Unrealized +7.9%
TSLA TESLA INC 0.0%
Value $1.9M Shares 2,845 Est. Cost $54.10 Unrealized +364.1%
PDAC PERIDOT ACQUISITION CORP -A 0.0%
Value $1.895M Shares 362,278 Est. Cost $5.23 Unrealized
LECO LINCOLN ELEC HLDGS INC 0.0%
Value $1.844M Shares 15,000 Est. Cost $119.50 Unrealized 0.0%
MAS MASCO CORP 0.0%
Value $1.797M Shares 30,000 Est. Cost $39.37 Unrealized +29.9%
WCC WESCO INTL INC 0.0%
Value $1.731M Shares 20,000 Est. Cost $67.50 Unrealized +21.2%
HAYW HAYWARD HLDGS INC 0.0%
Value $1.688M Shares 100,000 Est. Cost $16.70 Unrealized 0.0%
ON ON SEMICONDUCTOR CORP 0.0%
Value $1.664M Shares 40,000 Est. Cost $33.72 Unrealized +13.8%
APTIV PLC 0.0%
Value $1.655M Shares 12,000 Est. Cost $70.57 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value $1.597M Shares 8,000 Est. Cost $121.78 Unrealized +26.4%
TRMB TRIMBLE INC 0.0%
Value $1.556M Shares 20,000 Est. Cost $57.40 Unrealized +25.8%
ALGM ALLEGRO MICROSYSTEMS INC 0.0%
Value $1.521M Shares 60,000 Est. Cost $24.19 Unrealized +18.2%
LESLIES INC 0.0%
Value $1.469M Shares 60,000 Est. Cost $25.88 Unrealized
CAKE CHEESECAKE FACTORY INC 0.0%
Value $1.464M Shares 25,021 Est. Cost $45.56 Unrealized 0.0%
TEXTAINER GROUP HOLDINGS LTD 0.0%
Value $1.433M Shares 50,000 Est. Cost $19.18 Unrealized
TRN TRINITY INDS INC 0.0%
Value $1.425M Shares 50,000 Est. Cost $24.26 Unrealized 0.0%
FTV FORTIVE CORP 0.0%
Value $1.413M Shares 20,000 Est. Cost $50.42 Unrealized +0.5%
CGNX COGNEX CORP 0.0%
Value $1.326M Shares 15,977 Est. Cost $51.16 Unrealized +57.9%
SLMUF SLAM CORP 0.0%
Value $1.29M Shares 130,000 Est. Cost $9.92 Unrealized
FLEX LTD 0.0%
Value $1.282M Shares 70,000 Est. Cost Unrealized
STAR PEAK ENERGY TRANSITION 0.0%
Value $1.263M Shares 47,500 Est. Cost $26.59 Unrealized
VEONEER INC 0.0%
Value $1.224M Shares 50,000 Est. Cost $24.48 Unrealized
LUV SOUTHWEST AIRLS CO 0.0%
Value $1.221M Shares 20,000 Est. Cost $40.31 Unrealized +22.8%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value $1.216M Shares 6,000 Est. Cost $169.35 Unrealized +0.2%
TDG TRANSDIGM GROUP INC 0.0%
Value $1.176M Shares 2,000 Est. Cost $489.77 Unrealized 0.0%
JUNIPER INDL HLDGS INC 0.0%
Value $1.169M Shares 425,000 Est. Cost $1.84 Unrealized
GM GENERAL MTRS CO 0.0%
Value $1.149M Shares 20,000 Est. Cost $37.95 Unrealized +35.0%
IAA INC 0.0%
Value $1.103M Shares 20,000 Est. Cost $51.17 Unrealized
SNCY SUN CTRY AIRLS HLDGS INC 0.0%
Value $1.028M Shares 30,000 Est. Cost $33.92 Unrealized 0.0%
GORES HOLDINGS VII INC 0.0%
Value $996K Shares 100,000 Est. Cost $9.96 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value $966K Shares 20,000 Est. Cost $30.09 Unrealized +43.0%
PATHFINDER ACQUISITION CORP 0.0%
Value $941K Shares 95,000 Est. Cost $9.91 Unrealized
DY DYCOM INDS INC 0.0%
Value $929K Shares 10,000 Est. Cost $75.39 Unrealized +15.0%
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value $822K Shares 4,812 Est. Cost $119.76 Unrealized +38.6%
UAL UNITED AIRLS HLDGS INC 0.0%
Value $575K Shares 10,000 Est. Cost $48.83 Unrealized 0.0%
OUSTZ OUSTER INC 0.0%
Value $552K Shares 262,937 Est. Cost $2.10 Unrealized
QS QUANTUMSCAPE CORP 0.0%
Value $448K Shares 10,000 Est. Cost $36.62 Unrealized +43.2%
SHLS SHOALS TECHNOLOGIES GROUP IN 0.0%
Value $348K Shares 10,000 Est. Cost $35.53 Unrealized 0.0%
NEWHOLD INVESTMENT CORP 0.0%
Value $249K Shares 150,000 Est. Cost $1.66 Unrealized
GS ACQUISITION HLDGS CORP II 0.0%
Value $220K Shares 100,000 Est. Cost $2.20 Unrealized
YELLOWSTONE ACQUISITION CO 0.0%
Value $207K Shares 225,000 Est. Cost $0.92 Unrealized
PERIPHAS CAPITAL PARTNERING 0.0%
Value $189K Shares 87,500 Est. Cost $2.16 Unrealized
EQUITY DISTR ACQUISITION COR 0.0%
Value $180K Shares 166,666 Est. Cost $1.08 Unrealized
KINS TECHNOLOGY GROUP INC 0.0%
Value $147K Shares 225,000 Est. Cost $0.65 Unrealized
STARBOARD VALUE ACQUISITN CO 0.0%
Value $125K Shares 83,333 Est. Cost $1.50 Unrealized
GUESS INC 0.0%
Value $106K Shares 4,508 Est. Cost $23.51 Unrealized
QRHC QUEST RESOURCE HLDG CORP 0.0%
Value $29,000 Shares 7,357 Est. Cost $2.48 Unrealized +24.1%