Scopus Asset Management 13FHR Quarterly holdings report by institutional manager | SEC 14 Nov 24

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL

OMB Number:		3235-0006
Expires:	Oct 31, 2018
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COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
3M CO	COM	88579Y101	41,010,000	300,000	SH	Call	SOLE		300,000	0	0
3M CO	COM	88579Y101	13,670,000	100,000	SH	Put	SOLE		100,000	0	0
3M CO	COM	88579Y101	42,116,860	308,097	SH		SOLE		308,097	0	0
ACADEMY SPORTS & OUTDOORS IN	COM	00402L107	8,754,000	150,000	SH	Call	SOLE		150,000	0	0
ACADEMY SPORTS & OUTDOORS IN	COM	00402L107	35,045,180	600,500	SH		SOLE		600,500	0	0
ADVANCED DRAIN SYS INC DEL	COM	00790R104	15,716,000	100,000	SH	Call	SOLE		100,000	0	0
ADVANCED DRAIN SYS INC DEL	COM	00790R104	3,143,200	20,000	SH	Put	SOLE		20,000	0	0
ADVANCED DRAIN SYS INC DEL	COM	00790R104	6,861,920	43,662	SH		SOLE		43,662	0	0
AERCAP HOLDINGS NV	SHS	N00985106	18,944,000	200,000	SH	Call	SOLE		200,000	0	0
AERCAP HOLDINGS NV	SHS	N00985106	5,683,200	60,000	SH	Put	SOLE		60,000	0	0
AERCAP HOLDINGS NV	SHS	N00985106	12,754,048	134,650	SH		SOLE		134,650	0	0
AIR PRODS & CHEMS INC	COM	009158106	29,774,000	100,000	SH	Call	SOLE		100,000	0	0
ALIMENTATION COUCHE-TARD	COM	00BL56KN2	16,584,843	300,000	SH	Put	SOLE		300,000	0	0
AMAZON COM INC	COM	023135106	27,949,500	150,000	SH	Call	SOLE		150,000	0	0
AMAZON COM INC	COM	023135106	95,028,300	510,000	SH		SOLE		510,000	0	0
AMENTUM HOLDINGS INC	COM	023939101	1,202,345	37,282	SH		SOLE		37,282	0	0
AMPHENOL CORP NEW	CL A	032095101	9,774,000	150,000	SH	Call	SOLE		150,000	0	0
AMPHENOL CORP NEW	CL A	032095101	4,561,200	70,000	SH	Put	SOLE		70,000	0	0
AMPHENOL CORP NEW	CL A	032095101	14,235,570	218,471	SH		SOLE		218,471	0	0
ARCBEST CORP	COM	03937C105	23,560,220	217,245	SH		SOLE		217,245	0	0
ARCBEST CORP	COM	03937C105	10,845,000	100,000	SH	Call	SOLE		100,000	0	0
ATLANTA BRAVES HLDGS INC	COM SER C	047726302	8,039,600	202,000	SH		SOLE		202,000	0	0
AXALTA COATING SYS LTD	COM	G0750C108	9,952,250	275,000	SH		SOLE		275,000	0	0
AZEK CO INC	CL A	05478C105	25,084,800	536,000	SH		SOLE		536,000	0	0
AZEK CO INC	CL A	05478C105	9,360,000	200,000	SH	Put	SOLE		200,000	0	0
BELLRING BRANDS INC	COMMON STOCK	07831C103	64,363,200	1,060,000	SH		SOLE		1,060,000	0	0
BEST BUY INC	COM	086516101	25,825,000	250,000	SH	Call	SOLE		250,000	0	0
BIRKENSTOCK HOLDING PLC	COM	00BS44BN3	57,915,750	1,175,000	SH		SOLE		1,175,000	0	0
BIRKENSTOCK HOLDING PLC	COM	00BS44BN3	9,858,000	200,000	SH	Call	SOLE		200,000	0	0
BUNGE GLOBAL	COM	G16962105	28,992,000	300,000	SH	Put	SOLE		300,000	0	0
BURLINGTON STORES INC	COM	122017106	90,900,600	345,000	SH		SOLE		345,000	0	0
C H ROBINSON WORLDWIDE INC	COM NEW	12541W209	55,185,000	500,000	SH	Call	SOLE		500,000	0	0
C H ROBINSON WORLDWIDE INC	COM NEW	12541W209	27,592,500	250,000	SH		SOLE		250,000	0	0
CAMECO CORP	COM	13321L108	3,582,000	75,000	SH		SOLE		75,000	0	0
CAPSTONE COPPER CORP	COM	14071L108	41,615,711	5,325,000	SH		SOLE		5,325,000	0	0
CARRIER GLOBAL CORPORATION	COM	14448C104	11,675,235	145,052	SH		SOLE		145,052	0	0
CARRIER GLOBAL CORPORATION	COM	14448C104	12,073,500	150,000	SH	Call	SOLE		150,000	0	0
CARRIER GLOBAL CORPORATION	COM	14448C104	8,049,000	100,000	SH	Put	SOLE		100,000	0	0
CARVANA	COM	146869102	37,433,650	215,000	SH		SOLE		215,000	0	0
CASEYS GEN STORES INC	COM	147528103	20,008,060	53,254	SH		SOLE		53,254	0	0
CATERPILLAR INC	COM	149123101	11,733,600	30,000	SH	Call	SOLE		30,000	0	0
CHENIERE ENERGY INC	COM NEW	16411R208	12,588,800	70,000	SH		SOLE		70,000	0	0
CLEAN HARBORS INC	COM	184496107	11,060,166	45,758	SH		SOLE		45,758	0	0
CLEAN HARBORS INC	COM	184496107	4,834,200	20,000	SH	Put	SOLE		20,000	0	0
CLOROX CO DEL	COM	189054109	40,727,500	250,000	SH		SOLE		250,000	0	0
CNH INDUSTRIAL	COM	N20935206	3,330,000	300,000	SH	Put	SOLE		300,000	0	0
COCA COLA CO	COM	191216100	39,882,300	555,000	SH		SOLE		555,000	0	0
CONSOL ENERGY INC NEW	COM	20854L108	23,546,250	225,000	SH	Put	SOLE		225,000	0	0
CONSOL ENERGY INC NEW	COM	20854L108	37,302,388	356,449	SH		SOLE		356,449	0	0
CONSTELLATION ENERGY CORP	COM	21037T109	7,800,600	30,000	SH		SOLE		30,000	0	0
CONSTELLIUM SE	COM	N22035104	11,252,798	692,054	SH		SOLE		692,054	0	0
CONSTELLIUM SE	COM	N22035104	8,130,000	500,000	SH	Put	SOLE		500,000	0	0
COVENANT LOGISTICS GROUP INC	CL A	22284P105	27,446,893	519,434	SH		SOLE		519,434	0	0
CRANE COMPANY	COMMON STOCK	224408104	7,914,000	50,000	SH	Call	SOLE		50,000	0	0
CRANE COMPANY	COMMON STOCK	224408104	6,331,200	40,000	SH	Put	SOLE		40,000	0	0
CRANE COMPANY	COMMON STOCK	224408104	14,468,850	91,413	SH		SOLE		91,413	0	0
CRH PLC	COM	12626K203	77,292,205	833,429	SH		SOLE		833,429	0	0
CROCS INC	COM	227046109	57,924,000	400,000	SH	Call	SOLE		400,000	0	0
CROCS INC	COM	227046109	34,681,995	239,500	SH		SOLE		239,500	0	0
CUMMINS INC	COM	231021106	3,237,900	10,000	SH		SOLE		10,000	0	0
CUMMINS INC	COM	231021106	9,713,700	30,000	SH	Call	SOLE		30,000	0	0
CURTISS WRIGHT CORP	COM	231561101	6,738,145	20,500	SH	Call	SOLE		20,500	0	0
D R HORTON INC	COM	23331A109	2,167,529	11,362	SH		SOLE		11,362	0	0
D R HORTON INC	COM	23331A109	13,353,900	70,000	SH	Call	SOLE		70,000	0	0
DECKERS OUTDOOR CORP	COM	243537107	19,134,000	120,000	SH	Call	SOLE		120,000	0	0
DECKERS OUTDOOR CORP	COM	243537107	100,453,500	630,000	SH		SOLE		630,000	0	0
DENISON MINES CORP	COM	248356107	10,913,124	6,000,000	SH		SOLE		6,000,000	0	0
DOVER CORP	COM	260003108	23,554,876	122,848	SH		SOLE		122,848	0	0
DOVER CORP	COM	260003108	9,587,000	50,000	SH	Call	SOLE		50,000	0	0
DOVER CORP	COM	260003108	7,669,600	40,000	SH	Put	SOLE		40,000	0	0
DRAFTKINGS INC NEW	COM CL A	26142V105	57,820,000	1,475,000	SH		SOLE		1,475,000	0	0
E L F BEAUTY INC	COM	26856L103	5,953,474	54,604	SH		SOLE		54,604	0	0
EATON CORP PLC	SHS	G29183103	43,087,200	130,000	SH	Call	SOLE		130,000	0	0
EATON CORP PLC	SHS	G29183103	9,943,200	30,000	SH	Put	SOLE		30,000	0	0
EATON CORP PLC	SHS	G29183103	20,801,506	62,761	SH		SOLE		62,761	0	0
ECOLAB INC	COM	278865100	5,106,600	20,000	SH	Put	SOLE		20,000	0	0
ELEMENT SOLUTIONS INC	COM	28618M106	21,728,000	800,000	SH	Put	SOLE		800,000	0	0
ELEMENT SOLUTIONS INC	COM	28618M106	55,076,053	2,027,837	SH		SOLE		2,027,837	0	0
EMERSON ELEC CO	COM	291011104	12,190,818	111,464	SH		SOLE		111,464	0	0
EMERSON ELEC CO	COM	291011104	16,405,500	150,000	SH	Call	SOLE		150,000	0	0
EMERSON ELEC CO	COM	291011104	4,374,800	40,000	SH	Put	SOLE		40,000	0	0
ERO COPPER CORP	COM	296006109	7,272,038	326,650	SH		SOLE		326,650	0	0
EXPEDITORS INTL WASH INC	COM	302130109	26,280,000	200,000	SH	Call	SOLE		200,000	0	0
FEDEX CORP	COM	31428X106	54,736,000	200,000	SH	Call	SOLE		200,000	0	0
FEDEX CORP	COM	31428X106	53,485,009	195,429	SH		SOLE		195,429	0	0
FERRARI NV	COM	N3167J106	10,066,936	21,414	SH		SOLE		21,414	0	0
FERRARI NV	COM	N3167J106	4,701,100	10,000	SH	Call	SOLE		10,000	0	0
FERRARI NV	COM	N3167J106	4,701,100	10,000	SH	Put	SOLE		10,000	0	0
FIVE BELOW INC	COM	33829M101	8,835,000	100,000	SH	Call	SOLE		100,000	0	0
FIVE BELOW INC	COM	33829M101	47,474,166	537,342	SH		SOLE		537,342	0	0
FLOWSERVE CORP	COM	34354P105	1,033,800	20,000	SH		SOLE		20,000	0	0
FLOWSERVE CORP	COM	34354P105	5,169,000	100,000	SH	Call	SOLE		100,000	0	0
FORTIVE CORP	COM	34959J108	7,893,000	100,000	SH	Call	SOLE		100,000	0	0
FORWARD AIR CORP	COM	349853101	26,550,000	750,000	SH	Put	SOLE		750,000	0	0
FORWARD AIR CORP	COM	349853101	46,037,523	1,300,495	SH		SOLE		1,300,495	0	0
FREEPORT-MCMORAN INC	CL B	35671D857	7,488,000	150,000	SH	Put	SOLE		150,000	0	0
FRESHPET INC	COM	358039105	46,980,495	343,500	SH		SOLE		343,500	0	0
FTAI AVIATION LTD	COM	34960P101	6,151,409	46,286	SH		SOLE		46,286	0	0
FTAI AVIATION LTD	COM	34960P101	10,632,000	80,000	SH	Call	SOLE		80,000	0	0
FTAI AVIATION LTD	COM	34960P101	2,658,000	20,000	SH	Put	SOLE		20,000	0	0
FTAI INFRASTRUCTURE INC	COMMON STOCK	35953C106	1,654,165	176,727	SH		SOLE		176,727	0	0
GE AEROSPACE	COM NEW	369604301	33,128,226	175,672	SH		SOLE		175,672	0	0
GE AEROSPACE	COM NEW	369604301	39,601,800	210,000	SH	Call	SOLE		210,000	0	0
GE AEROSPACE	COM NEW	369604301	11,314,800	60,000	SH	Put	SOLE		60,000	0	0
GE VERNOVA INC	COM	36828A101	22,948,200	90,000	SH	Call	SOLE		90,000	0	0
GE VERNOVA INC	COM	36828A101	6,374,500	25,000	SH	Put	SOLE		25,000	0	0
GE VERNOVA INC	COM	36828A101	17,420,744	68,322	SH		SOLE		68,322	0	0
GLENCORE	COM	00B4T3BWS	14,330,100	2,500,000	SH	Put	SOLE		2,500,000	0	0
GLOBAL X FDS	GLOBAL X COPPER	37954Y830	9,454,000	200,000	SH	Put	SOLE		200,000	0	0
GRAYSCALE BITCOIN MINI TR BT	SHS	389930108	227,660	40,437	SH		SOLE		40,437	0	0
GRAYSCALE BITCOIN TR BTC	SHS REP COM UT	389637109	2,019,243	39,985	SH		SOLE		39,985	0	0
GXO LOGISTICS INCORPORATED	COMMON STOCK	36262G101	49,351,529	947,792	SH		SOLE		947,792	0	0
GXO LOGISTICS INCORPORATED	COMMON STOCK	36262G101	26,035,000	500,000	SH	Put	SOLE		500,000	0	0
HEICO CORP NEW	COM	422806109	10,459,200	40,000	SH	Call	SOLE		40,000	0	0
HEICO CORP NEW	COM	422806109	7,439,106	28,450	SH		SOLE		28,450	0	0
HEIDELBERG MATERIALS AG	COM	005120679	20,105,356	185,000	SH		SOLE		185,000	0	0
HOLCIM LTD	COM	007110753	27,240,113	279,000	SH		SOLE		279,000	0	0
HOWMET AEROSPACE INC	COM	443201108	6,516,250	65,000	SH		SOLE		65,000	0	0
HUB GROUP INC	CL A	443320106	12,173,919	267,853	SH		SOLE		267,853	0	0
HUBBELL INC	COM	443510607	18,095,646	42,245	SH		SOLE		42,245	0	0
HUBBELL INC	COM	443510607	25,701,000	60,000	SH	Call	SOLE		60,000	0	0
HUBBELL INC	COM	443510607	8,567,000	20,000	SH	Put	SOLE		20,000	0	0
INGERSOLL RAND INC	COM	45687V106	24,540,000	250,000	SH	Call	SOLE		250,000	0	0
INGERSOLL RAND INC	COM	45687V106	1,963,200	20,000	SH	Put	SOLE		20,000	0	0
INGERSOLL RAND INC	COM	45687V106	7,382,221	75,206	SH		SOLE		75,206	0	0
ISHARES TR	1 3 YR TREAS BD	464287457	51,469,850	619,000	SH		SOLE		619,000	0	0
ISHARES TR	IBOXX HI YD ETF	464288513	16,060,000	200,000	SH	Put	SOLE		200,000	0	0
ISHARES TR	RUSSELL 2000 ETF	464287655	22,089,000	100,000	SH	Put	SOLE		100,000	0	0
ISHARES TR	US HOME CONS ETF	464288752	6,355,000	50,000	SH	Put	SOLE		50,000	0	0
ISHARES TR	US TRSPRTION	464287192	20,673,000	300,000	SH	Call	SOLE		300,000	0	0
ITT INC	COM	45073V108	22,426,500	150,000	SH	Call	SOLE		150,000	0	0
ITT INC	COM	45073V108	4,485,300	30,000	SH	Put	SOLE		30,000	0	0
ITT INC	COM	45073V108	11,537,537	77,169	SH		SOLE		77,169	0	0
JACOBS SOLUTIONS INC	COM	46982L108	4,880,214	37,282	SH		SOLE		37,282	0	0
JACOBS SOLUTIONS INC	COM	46982L108	15,708,000	120,000	SH	Call	SOLE		120,000	0	0
JOHNSON CTLS INTL PLC	SHS	G51502105	27,163,500	350,000	SH	Call	SOLE		350,000	0	0
JOHNSON CTLS INTL PLC	SHS	G51502105	3,204,905	41,295	SH		SOLE		41,295	0	0
KENVUE INC	COM	49177J102	32,960,250	1,425,000	SH		SOLE		1,425,000	0	0
KEURIG DR PEPPER INC	COM	49271V100	78,708,000	2,100,000	SH		SOLE		2,100,000	0	0
KNIFE RIVER CORP	COMMON STOCK	498894104	10,279,850	115,000	SH		SOLE		115,000	0	0
KNIGHT-SWIFT TRANSN HLDGS IN	CL A	499049104	21,580,000	400,000	SH		SOLE		400,000	0	0
KOHLS CORP	COM	500255104	42,200,000	2,000,000	SH	Call	SOLE		2,000,000	0	0
KOHLS CORP	COM	500255104	6,330,000	300,000	SH	Put	SOLE		300,000	0	0
L3HARRIS TECHNOLOGIES INC	COM	502431109	5,728,147	24,081	SH		SOLE		24,081	0	0
LAMB WESTON HLDGS INC	COM	513272104	9,049,292	139,779	SH		SOLE		139,779	0	0
LANDSTAR SYS INC	COM	515098101	58,273,950	308,540	SH		SOLE		308,540	0	0
LEGGETT & PLATT INC	COM	524660107	23,494,500	1,725,000	SH		SOLE		1,725,000	0	0
LENNAR CORP	CL A	526057104	3,341,831	17,825	SH		SOLE		17,825	0	0
LENNAR CORP	CL A	526057104	7,499,200	40,000	SH	Call	SOLE		40,000	0	0
LENNOX INTL INC	COM	526107107	30,214,500	50,000	SH	Call	SOLE		50,000	0	0
LENNOX INTL INC	COM	526107107	6,042,900	10,000	SH	Put	SOLE		10,000	0	0
LENNOX INTL INC	COM	526107107	12,216,931	20,217	SH		SOLE		20,217	0	0
LEVI STRAUSS & CO NEW	CL A COM STK	52736R102	10,900,000	500,000	SH	Call	SOLE		500,000	0	0
LINDE PLC	COM	G5494J103	11,957,265	25,075	SH		SOLE		25,075	0	0
LOAR HOLDINGS INC	COM SHS	53947R105	2,197,048	29,455	SH		SOLE		29,455	0	0
LOCKHEED MARTIN CORP	COM	539830109	11,691,200	20,000	SH		SOLE		20,000	0	0
LOUISIANA PAC CORP	COM	546347105	5,373,000	50,000	SH	Put	SOLE		50,000	0	0
MARTEN TRANS LTD	COM	573075108	3,186,000	180,000	SH		SOLE		180,000	0	0
MASCO CORP	COM	574599106	14,077,913	167,714	SH		SOLE		167,714	0	0
MASCO CORP	COM	574599106	8,394,000	100,000	SH	Call	SOLE		100,000	0	0
MASCO CORP	COM	574599106	5,036,400	60,000	SH	Put	SOLE		60,000	0	0
MASTEC INC	COM	576323109	9,848,000	80,000	SH	Call	SOLE		80,000	0	0
MASTEC INC	COM	576323109	2,462,000	20,000	SH	Put	SOLE		20,000	0	0
MASTEC INC	COM	576323109	5,754,186	46,744	SH		SOLE		46,744	0	0
MATSON INC	COM	57686G105	11,409,600	80,000	SH		SOLE		80,000	0	0
MCCORMICK & CO INC	COM NON VTG	579780206	60,902,000	740,000	SH		SOLE		740,000	0	0
META PLATFORMS INC	CL A	30303M102	88,585,090	154,750	SH		SOLE		154,750	0	0
MODINE MFG CO	COM	607828100	4,601,837	34,655	SH		SOLE		34,655	0	0
MODINE MFG CO	COM	607828100	13,279,000	100,000	SH	Call	SOLE		100,000	0	0
MOHAWK INDS INC	COM	608190104	6,587,880	41,000	SH		SOLE		41,000	0	0
MONSTER BEVERAGE CORP NEW	COM	61174X109	57,387,000	1,100,000	SH		SOLE		1,100,000	0	0
MSC INDL DIRECT INC	CL A	553530106	8,606,000	100,000	SH	Call	SOLE		100,000	0	0
MURPHY USA INC	COM	626755102	4,928,700	10,000	SH	Put	SOLE		10,000	0	0
MURPHY USA INC	COM	626755102	32,984,832	66,924	SH		SOLE		66,924	0	0
NETFLIX INC	COM	64110L106	48,939,630	69,000	SH		SOLE		69,000	0	0
NEW YORK TIMES CO	CL A	650111107	11,134,000	200,000	SH		SOLE		200,000	0	0
NEXGEN ENERGY LTD	COM	65340P106	12,534,136	1,922,043	SH		SOLE		1,922,043	0	0
NEXTERA ENERGY INC	COM	65339F101	11,834,200	140,000	SH		SOLE		140,000	0	0
OKLO INC	COM CL A	02156V109	3,033,750	375,000	SH		SOLE		375,000	0	0
OLD DOMINION FREIGHT LINE IN	COM	679580100	23,141,560	116,500	SH		SOLE		116,500	0	0
OSHKOSH CORP	COM	688239201	7,014,700	70,000	SH	Call	SOLE		70,000	0	0
OSISKO GOLD ROYALTIES LTD	COM	68827L101	27,633,715	1,492,000	SH		SOLE		1,492,000	0	0
OTIS WORLDWIDE CORP	COM	68902V107	10,394,000	100,000	SH	Call	SOLE		100,000	0	0
P A M TRANSN SVCS INC	COM	693149106	6,258,365	338,290	SH		SOLE		338,290	0	0
PARKER-HANNIFIN CORP	COM	701094104	36,495,187	57,762	SH		SOLE		57,762	0	0
PARKER-HANNIFIN CORP	COM	701094104	56,863,800	90,000	SH	Call	SOLE		90,000	0	0
PARKER-HANNIFIN CORP	COM	701094104	18,954,600	30,000	SH	Put	SOLE		30,000	0	0
PENTAIR PLC	SHS	G7S00T104	14,668,500	150,000	SH	Call	SOLE		150,000	0	0
PENTAIR PLC	SHS	G7S00T104	4,889,500	50,000	SH	Put	SOLE		50,000	0	0
PENTAIR PLC	SHS	G7S00T104	12,706,539	129,937	SH		SOLE		129,937	0	0
POOL CORP	COM	73278L105	5,652,000	15,000	SH	Call	SOLE		15,000	0	0
POTLATCHDELTIC CORPORATION	COM	737630103	4,505,000	100,000	SH	Put	SOLE		100,000	0	0
PPG INDS INC	COM	693506107	9,934,500	75,000	SH	Call	SOLE		75,000	0	0
PROFICIENT AUTO LOGISTICS IN	COM	74317M104	8,755,852	617,479	SH		SOLE		617,479	0	0
QUAKER HOUGHTON	COM	747316107	842,450	5,000	SH		SOLE		5,000	0	0
QUANTA SVCS INC	COM	74762E102	15,834,448	53,109	SH		SOLE		53,109	0	0
QUANTA SVCS INC	COM	74762E102	38,759,500	130,000	SH	Call	SOLE		130,000	0	0
QUANTA SVCS INC	COM	74762E102	5,963,000	20,000	SH	Put	SOLE		20,000	0	0
QUEST RESOURCE HLDG CORP	COM NEW	74836W203	49,899	6,253	SH		SOLE		6,253	0	0
QXO INC	COM NEW	82846H405	23,875,275	1,513,968	SH		SOLE		1,513,968	0	0
RADIANT LOGISTICS INC	COM	75025X100	1,115,605	173,500	SH		SOLE		173,500	0	0
RALPH LAUREN CORP	CL A	751212101	38,754,613	199,900	SH		SOLE		199,900	0	0
REGAL REXNORD CORPORATION	COM	758750103	5,409,347	32,610	SH		SOLE		32,610	0	0
REGAL REXNORD CORPORATION	COM	758750103	8,294,000	50,000	SH	Call	SOLE		50,000	0	0
REPUBLIC SVCS INC	COM	760759100	20,316,171	101,156	SH		SOLE		101,156	0	0
RH	COM	74967X103	15,718,210	47,000	SH		SOLE		47,000	0	0
ROCKWELL AUTOMATION INC	COM	773903109	8,053,800	30,000	SH	Call	SOLE		30,000	0	0
ROSS STORES INC	COM	778296103	22,576,500	150,000	SH	Put	SOLE		150,000	0	0
ROSS STORES INC	COM	778296103	22,576,500	150,000	SH		SOLE		150,000	0	0
RTX CORPORATION	COM	75513E101	11,880,828	98,059	SH		SOLE		98,059	0	0
RTX CORPORATION	COM	75513E101	15,750,800	130,000	SH	Call	SOLE		130,000	0	0
RTX CORPORATION	COM	75513E101	3,634,800	30,000	SH	Put	SOLE		30,000	0	0
RYDER SYS INC	COM	783549108	2,227,970	15,281	SH		SOLE		15,281	0	0
SAFRAN SA	COM	00B058TZ6	3,525,898	15,000	SH	Put	SOLE		15,000	0	0
SAIA INC	COM	78709Y105	56,085,591	128,266	SH		SOLE		128,266	0	0
SAIA INC	COM	78709Y105	52,471,200	120,000	SH	Put	SOLE		120,000	0	0
SELECT SECTOR SPDR TR	INDL	81369Y704	81,264,000	600,000	SH	Put	SOLE		600,000	0	0
SELECT SECTOR SPDR TR	SBI INT-UTILS	81369Y886	4,039,000	50,000	SH	Put	SOLE		50,000	0	0
SELECT SECTOR SPDR TR	SBI MATERIALS	81369Y100	38,552,000	400,000	SH	Put	SOLE		400,000	0	0
SMITH A O CORP	COM	831865209	8,983,000	100,000	SH	Call	SOLE		100,000	0	0
SMURFIT WESTROCK PLC	COM	00BRK49M5	26,017,307	526,453	SH		SOLE		526,453	0	0
SPDR S&P 500 ETF TR	TR UNIT	78462F103	129,096,000	225,000	SH	Put	SOLE		225,000	0	0
SPDR SER TR	S&P METALS MNG	78464A755	6,372,000	100,000	SH	Call	SOLE		100,000	0	0
SPDR SER TR	S&P METALS MNG	78464A755	50,976,000	800,000	SH	Put	SOLE		800,000	0	0
SPOTIFY TECHNOLOGY S A	SHS	L8681T102	48,645,960	132,000	SH	Put	SOLE		132,000	0	0
SPOTIFY TECHNOLOGY S A	SHS	L8681T102	106,873,700	290,000	SH		SOLE		290,000	0	0
SPROTT PHYSICAL URANIUM TR	COM	85210A104	10,638,659	549,400	SH		SOLE		549,400	0	0
SYENSQO SA	COM	00BPSLYH4	2,216,143	25,000	SH		SOLE		25,000	0	0
TARGET CORP	COM	87612E106	38,965,000	250,000	SH		SOLE		250,000	0	0
TEMPUR SEALY INTL INC	COM	88023U101	76,440,000	1,400,000	SH		SOLE		1,400,000	0	0
TEREX CORP NEW	COM	880779103	7,936,500	150,000	SH	Call	SOLE		150,000	0	0
TIDEWATER INC NEW	COM	88642R109	5,743,200	80,000	SH		SOLE		80,000	0	0
TIMKEN CO	COM	887389104	8,429,000	100,000	SH	Call	SOLE		100,000	0	0
TJX COS INC NEW	COM	872540109	102,259,800	870,000	SH		SOLE		870,000	0	0
TOLL BROTHERS INC	COM	889478103	4,508,791	29,185	SH		SOLE		29,185	0	0
TOLL BROTHERS INC	COM	889478103	10,814,300	70,000	SH	Call	SOLE		70,000	0	0
TRANE TECHNOLOGIES PLC	COM	00BK9ZQ96	19,436,500	50,000	SH	Call	SOLE		50,000	0	0
TRANE TECHNOLOGIES PLC	COM	00BK9ZQ96	5,830,950	15,000	SH	Put	SOLE		15,000	0	0
TRANE TECHNOLOGIES PLC	COM	00BK9ZQ96	11,253,734	28,950	SH		SOLE		28,950	0	0
TRANSDIGM GROUP INC	COM	893641100	17,625,056	12,350	SH		SOLE		12,350	0	0
TRANSDIGM GROUP INC	COM	893641100	42,813,900	30,000	SH	Call	SOLE		30,000	0	0
TRANSDIGM GROUP INC	COM	893641100	7,135,650	5,000	SH	Put	SOLE		5,000	0	0
TRINITY INDS INC	COM	896522109	18,503,698	531,105	SH		SOLE		531,105	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	51,127,500	375,000	SH		SOLE		375,000	0	0
UNITED PARCEL SERVICE INC	CL B	911312106	54,536,000	400,000	SH	Call	SOLE		400,000	0	0
UNITED RENTALS INC	COM	911363109	44,535,150	55,000	SH	Call	SOLE		55,000	0	0
UNITED RENTALS INC	COM	911363109	3,057,540	3,776	SH		SOLE		3,776	0	0
UNITED STATES STL CORP NEW	COM	912909108	16,319,280	461,910	SH		SOLE		461,910	0	0
V F CORP	COM	918204108	19,950,000	1,000,000	SH	Put	SOLE		1,000,000	0	0
VALERO ENERGY CORP	COM	91913Y100	6,751,500	50,000	SH	Call	SOLE		50,000	0	0
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	92206C102	30,837,950	522,500	SH		SOLE		522,500	0	0
VERTIV HOLDINGS CO	COM CL A	92537N108	2,093,071	21,038	SH		SOLE		21,038	0	0
VERTIV HOLDINGS CO	COM CL A	92537N108	9,949,000	100,000	SH	Call	SOLE		100,000	0	0
VIKING HOLDINGS LTD	COM	00BRDXKH1	4,186,800	120,000	SH		SOLE		120,000	0	0
VISTEON CORP	COM NEW	92839U206	2,404,429	25,246	SH		SOLE		25,246	0	0
VS TRUST	2X LONG VIX FUTU	92891H507	4,720,000	1,000,000	SH		SOLE		1,000,000	0	0
WABTEC	COM	929740108	18,177,000	100,000	SH	Put	SOLE		100,000	0	0
WASTE CONNECTIONS INC	COM	94106B101	8,941,000	50,000	SH	Call	SOLE		50,000	0	0
WASTE CONNECTIONS INC	COM	94106B101	14,479,950	80,975	SH		SOLE		80,975	0	0
WATSCO INC	COM	942622200	2,938,983	5,975	SH		SOLE		5,975	0	0
WAYFAIR INC	CL A	94419L101	30,899,000	550,000	SH		SOLE		550,000	0	0
WEATHERFORD INTERNATIONAL PL	COM	00BLNN369	8,492,000	100,000	SH	Call	SOLE		100,000	0	0
WEATHERFORD INTERNATIONAL PL	COM	00BLNN369	24,626,800	290,000	SH		SOLE		290,000	0	0
WESCO INTL INC	COM	95082P105	8,399,000	50,000	SH	Call	SOLE		50,000	0	0
WEST FRASER TIMBER CO LTD	COM	952845105	4,871,349	50,000	SH		SOLE		50,000	0	0
WESTLAKE CHEM PARTNERS LP	COM UNIT RP LP	960417103	1,590,863	70,989	SH		SOLE		70,989	0	0
WESTLAKE CORPORATION	COM	960413102	41,593,509	276,755	SH		SOLE		276,755	0	0
WEYERHAEUSER CO MTN BE	COM NEW	962166104	6,772,000	200,000	SH	Put	SOLE		200,000	0	0
XYLEM INC	COM	98419M100	9,452,100	70,000	SH	Call	SOLE		70,000	0	0
XYLEM INC	COM	98419M100	4,050,900	30,000	SH	Put	SOLE		30,000	0	0
XYLEM INC	COM	98419M100	10,561,101	78,213	SH		SOLE		78,213	0	0

Scopus Asset Management 13F-HRQuarterly holdings report by institutional manager