13F-HR 1 scoutcapital2q12.txt FORM 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2012 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Scout Capital Management, L.L.C. Address: 640 Fifth Avenue 22nd Floor New York, NY 10019 13F File Number: 028-06225 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: James Crichton Title: Managing Member Phone: 212-896-2520 Signature, Place, and Date of Signing: /s/ James Crichton New York, New York August 14, 2012 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 36 Form 13F Information Table Value Total: $4,594,814 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ALLISON TRANSMISSION HLDGS I COM 01973R101 98336 5600000 SH SOLE 5600000 0 0 AMAZON COM INC COM 023135106 100474 440000 SH SOLE 440000 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 365275 4586000 SH SOLE 4586000 0 0 ARCOS DORADOS HOLDINGS INC SHS CLASS -A - G0457F107 118033 7986000 SH SOLE 7986000 0 0 AUTOZONE INC COM 053332102 110151 300000 SH SOLE 300000 0 0 BAIDU INC SPON ADR REP A 056752108 44267 385000 SH SOLE 385000 0 0 BROWN FORMAN CORP CL B 115637209 53268 550000 SH SOLE 550000 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 46824 800000 SH SOLE 800000 0 0 CATERPILLAR INC DEL CALL 149123901 38210 450000 SH CALL SOLE 450000 0 0 COCA COLA CO CALL 191216900 39095 500000 SH CALL SOLE 500000 0 0 COCA COLA ENTERPRISES INC NE COM 19122T109 219038 7811639 SH SOLE 7811639 0 0 CONSTELLATION BRANDS INC CL A 21036P108 6765 250000 SH SOLE 250000 0 0 DOLLAR GEN CORP NEW COM 256677105 240366 4419300 SH SOLE 4419300 0 0 DOMINOS PIZZA INC COM 25754A201 167679 5424747 SH SOLE 5424747 0 0 EBAY INC COM 278642103 168040 4000000 SH SOLE 4000000 0 0 EQUINIX INC COM NEW 29444U502 38643 220000 SH SOLE 220000 0 0 GOOGLE INC CL A 38259P508 307437 530000 SH SOLE 530000 0 0 GOOGLE INC PUT 38259P958 185622 320000 SH PUT SOLE 320000 0 0 ISHARES TR PUT 464287952 626000 5000000 SH PUT SOLE 5000000 0 0 LIQUIDITY SERVICES INC COM 53635B107 16378 320000 SH SOLE 320000 0 0 LULULEMON ATHLETICA INC COM 550021109 78712 1320000 SH SOLE 1320000 0 0 MSC INDL DIRECT INC CL A 553530106 38301 584300 SH SOLE 584300 0 0 NEWS CORP CL A 65248E104 69099 3100000 SH SOLE 3100000 0 0 PANDORA MEDIA INC COM 698354107 5435 500000 SH SOLE 500000 0 0 SALLY BEAUTY HLDGS INC COM 79546E104 297319 11550862 SH SOLE 11550862 0 0 SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 281190 10500000 SH SOLE 10500000 0 0 SIRIUS XM RADIO INC COM 82967N108 92500 50000000 SH SOLE 50000000 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 94666 610000 SH SOLE 610000 0 0 SPDR GOLD TRUST PUT 78463V957 92338 595000 SH PUT SOLE 595000 0 0 SPDR INDEX SHS FDS CALL 78463X908 100485 2890000 SH CALL SOLE 2890000 0 0 SPDR SERIES TRUST CALL 78464A904 180225 3050000 SH CALL SOLE 3050000 0 0 STARBUCKS CORP COM 855244109 77047 1445000 SH SOLE 1445000 0 0 TIFFANY & CO NEW COM 886547108 63540 1200000 SH SOLE 1200000 0 0 ULTA SALON COSMETCS & FRAG I COM 90384S303 21477 230000 SH SOLE 230000 0 0 WESCO AIRCRAFT HLDGS INC COM 950814103 45161 3547600 SH SOLE 3547600 0 0 WYNN RESORTS LTD COM 983134107 67418 650000 SH SOLE 650000 0 0