13F-HR 1 ScoutCapital1q13.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: March 31, 2013 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: 650-485-4110 Signature, Place, and Date of Signing: /s/ James Crichton New York, New York May 15, 2013 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: 55 Form 13F Information Table Value Total: $7,795,569 (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 120050 5000000 SH SOLE 5000000 0 0 ALTRIA GROUP INC COM 02209S103 30951 900000 SH CALL SOLE 900000 0 0 AMAZON COM INC COM 023135106 199868 750000 SH SOLE 750000 0 0 AMAZON COM INC COM 023135106 79947 300000 SH PUT SOLE 300000 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 443993 4460000 SH SOLE 4460000 0 0 APPLE INC COM 037833100 13280 30000 SH CALL SOLE 30000 0 0 BHP BILLITON LTD SPONSORED ADR 088606108 29083 425000 SH CALL SOLE 425000 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 142704 2400000 SH SOLE 2400000 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 14270 240000 SH PUT SOLE 240000 0 0 CENTURYLINK INC COM 156700106 11417 325000 SH CALL SOLE 325000 0 0 CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 208360 2000000 SH SOLE 2000000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 28700 1025000 SH PUT SOLE 1025000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 104790 3742500 SH SOLE 3742500 0 0 COCA COLA ENTERPRISES INC NE COM 19122T109 151372 4100000 SH SOLE 4100000 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 122594 1600000 SH SOLE 1600000 0 0 COMCAST CORP NEW CL A 20030N101 125940 3000000 SH SOLE 3000000 0 0 COPART INC COM 217204106 37697 1100000 SH SOLE 1100000 0 0 DEAN FOODS CO NEW COM 242370104 60736 3350000 SH SOLE 3350000 0 0 DINEEQUITY INC COM 254423106 76157 1107100 SH SOLE 1107100 0 0 DOMINOS PIZZA INC COM 25754A201 150546 2926636 SH SOLE 2926636 0 0 EBAY INC COM 278642103 124706 2300000 SH SOLE 2300000 0 0 EBAY INC COM 278642103 26026 480000 SH PUT SOLE 480000 0 0 EQUINIX INC COM NEW 29444U502 12979 60000 SH CALL SOLE 60000 0 0 GOOGLE INC CL A 38259P508 341501 430000 SH SOLE 430000 0 0 GOOGLE INC CL A 38259P508 99274 125000 SH PUT SOLE 125000 0 0 IHS INC CL A 451734107 156442 1493911 SH SOLE 1493911 0 0 INTEL CORP COM 458140100 37120 1700000 SH CALL SOLE 1700000 0 0 ISHARES TR RUSSELL 2000 464287655 75544 800000 SH CALL SOLE 800000 0 0 LAUDER ESTEE COS INC CL A 518439104 57627 900000 SH SOLE 900000 0 0 LIBERTY GLOBAL INC COM SER C 530555309 68630 1000000 SH SOLE 1000000 0 0 LINKEDIN CORP COM CL A 53578A108 59860 340000 SH SOLE 340000 0 0 LINKEDIN CORP COM CL A 53578A108 8803 50000 SH PUT SOLE 50000 0 0 LULULEMON ATHLETICA INC COM 550021109 120016 1925000 SH SOLE 1925000 0 0 MEAD JOHNSON NUTRITION CO COM 582839106 22739 293600 SH SOLE 293600 0 0 MONDELEZ INTL INC CL A 609207105 49105 1603963 SH SOLE 1603963 0 0 MONSTER BEVERAGE CORP COM 611740101 44876 940000 SH SOLE 940000 0 0 PENN NATL GAMING INC COM 707569109 38961 715795 SH SOLE 715795 0 0 PEPSICO INC COM 713448108 255130 3225000 SH SOLE 3225000 0 0 PEPSICO INC COM 713448108 152287 1925000 SH PUT SOLE 1925000 0 0 POST HLDGS INC COM 737446104 50299 1171653 SH SOLE 1171653 0 0 PROCTER & GAMBLE CO COM 742718109 304387 3950000 SH SOLE 3950000 0 0 RACKSPACE HOSTING INC COM 750086100 49218 975000 SH CALL SOLE 975000 0 0 RIO TINTO PLC SPONSORED ADR 767204100 37664 800000 SH CALL SOLE 800000 0 0 SALLY BEAUTY HLDGS INC COM 79546E104 408596 13907300 SH SOLE 13907300 0 0 SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 13190 205000 SH SOLE 205000 0 0 SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 262960 8000000 SH SOLE 8000000 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 138612 1912419 SH SOLE 1912419 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1633755 10428000 SH CALL SOLE 10428000 0 0 STARBUCKS CORP COM 855244109 185088 3250000 SH SOLE 3250000 0 0 TIM HORTONS INC COM 88706M103 122763 2260004 SH SOLE 2260004 0 0 TRIPADVISOR INC COM 896945201 68276 1300000 SH SOLE 1300000 0 0 UNITED PARCEL SERVICE INC CL B 911312106 360780 4200000 SH SOLE 4200000 0 0 WESCO AIRCRAFT HLDGS INC COM 950814103 44131 2998000 SH SOLE 2998000 0 0 WHOLE FOODS MKT INC COM 966837106 173500 2000000 SH SOLE 2000000 0 0 ZILLOW INC CL A 98954A107 38269 700000 SH SOLE 700000 0 0