0001468395-11-000012.txt : 20111114 0001468395-11-000012.hdr.sgml : 20111111 20111114143828 ACCESSION NUMBER: 0001468395-11-000012 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110930 FILED AS OF DATE: 20111114 DATE AS OF CHANGE: 20111114 EFFECTIVENESS DATE: 20111114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Crestwood Capital Management, L.P. CENTRAL INDEX KEY: 0001468395 IRS NUMBER: 270178572 STATE OF INCORPORATION: DE FISCAL YEAR END: 1209 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13559 FILM NUMBER: 111201152 BUSINESS ADDRESS: STREET 1: 599 LEXINGTON AVENUE STREET 2: 39TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-612-3040 MAIL ADDRESS: STREET 1: 599 LEXINGTON AVENUE STREET 2: 39TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 ccm_13f11q3.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 30, 2011 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one): [ ] is a restatement. [ ] adds new entries. Institutional Investment Manager Filing this Report: Name: Crestwood Capital Management, L.P. Address: 599 Lexington Avenue, 39th Floor New York, NY 10022 Form 13F File Number: 28-13559 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 com- plete, and that it is understood that all required items, statements, sched- ules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Michael R. Kuchler Title: Chief Operating Officer Phone: 212-612-3040 Signature, Place, and Date of Signing Michael R. Kuchler New York, NY November 14, 2011 ------------------- ------------ ------------------ [Signature] [City, State] [Date] 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: 43 Form 13F Information Table Value Total: 406,759 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. NONE 13F REPORT: (9/30/11) CRESTWOOD CAPITAL MANAGEMENT, LP
VALUE x SHRS OR SH / PUT / INVESTMENT OTHER VOTING AUTHORITY ISSUER TYPE CUSIP 1000 PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ----------------------------- -------------- -------- -------- -------- --- ---- ---------- -------- ------- ------ ---- ABERCROMBIE & FITCH CO COMMON STOCK 002896207 25030 406600 SH SOLE NONE 406600 AMERICAN TOWER CORP COMMON STOCK 029912201 40296 749000 SH SOLE NONE 749000 AUTONAVI HOLDINGS LTD ADR 05330F106 5246 385200 SH SOLE NONE 385200 BAIDU INC ADR 056752108 6864 64200 SH SOLE NONE 64200 BANKRATE INC COMMON STOCK 06647F102 3990 262300 SH SOLE NONE 262300 C.H. ROBINSON WORLDWIDE INC COMMON STOCK 12541W209 8792 128400 SH SOLE NONE 128400 CARPENTER TECHNOLOGY COMMON STOCK 144285103 6052 134820 SH SOLE NONE 134820 CENTURYLINK INC COMMON STOCK 156700106 7088 214000 SH SOLE NONE 214000 CHEFS' WAREHOUSE INC COMMON STOCK 163086101 1234 104973 SH SOLE NONE 104973 DAQO NEW ENERGY CORP ADR 23703Q104 2394 684100 SH SOLE NONE 684100 EQUINIX INC COMMON STOCK 29444U502 14732 165850 SH SOLE NONE 165850 FOCUS MEDIA HOLDING ADR 34415V109 15762 936250 SH SOLE NONE 936250 GNC HOLDINGS INC COMMON STOCK 36191G107 17223 856000 SH SOLE NONE 856000 GOOGLE INC COMMON STOCK 38259P508 24799 48150 SH SOLE NONE 48150 HANWHA SOLARONE CO ADR 41135V103 2501 1037900 SH SOLE NONE 1037900 HDFC BANK LTD ADR 40415F101 11905 408400 SH SOLE NONE 408400 HUNT (JB) TRANSPRT SVCS INC COMMON STOCK 445658107 9658 267400 SH SOLE NONE 267400 INFORMATION SERVICES GROUP COMMON STOCK 45675Y104 544 513600 SH SOLE NONE 513600 INFOSYS LTD ADR 456788108 10929 214000 SH SOLE NONE 214000 INTERXION HOLDING NV COMMON STOCK N47279109 4802 406600 SH SOLE NONE 406600 LPL INVESTMENT HOLDINGS INC COMMON STOCK 50213H100 7405 291300 SH SOLE NONE 291300 MCGRAW-HILL COMPANIES INC COMMON STOCK 580645109 5264 128400 SH SOLE NONE 128400 MOODY'S CORP COMMON STOCK 615369105 17105 561750 SH SOLE NONE 561750 MSCI INC COMMON STOCK 55354G100 6491 214000 SH SOLE NONE 214000 PENN NATIONAL GAMING INC COMMON STOCK 707569109 12467 374500 SH SOLE NONE 374500 PHOENIX NEW MEDIA LTD ADR 71910C103 1519 267500 SH SOLE NONE 267500 ROVI CORP COMMON STOCK 779376102 11497 267500 SH SOLE NONE 267500 SCHWAB (CHARLES) CORP COMMON STOCK 808513105 5427 481500 SH SOLE NONE 481500 SENSATA TECHNOLOGIES HOLDING COMMON STOCK N7902X106 10759 406600 SH SOLE NONE 406600 SINA CORP COMMON STOCK G81477104 6283 87740 SH SOLE NONE 87740 SPIRIT AEROSYSTEMS HOLD COMMON STOCK 848574109 22809 1430000 SH SOLE NONE 1430000 STARWOOD HOTELS & RESORTS COMMON STOCK 85590A401 7061 181900 SH SOLE NONE 181900 SUNTECH POWER HLDGS COSTP 3 03 CONVERTIBLE 86800CAE4 4780 12100000 PRN SOLE NONE 12100000 TEAVANA HOLDINGS INC COMMON STOCK 87819P102 814 40000 SH SOLE NONE 40000 TRANSDIGM GROUP INC COMMON STOCK 893641100 13108 160500 SH SOLE NONE 160500 TRIUMPH GROUP INC COMMON STOCK 896818101 5215 107000 SH SOLE NONE 107000 VELTI PLC COMMON STOCK G93285107 3169 479400 SH SOLE NONE 479400 VERISK ANALYTICS INC COMMON STOCK 92345Y106 15631 449555 SH SOLE NONE 449555 VISA INC COMMON STOCK 92826C839 5503 64200 SH SOLE NONE 64200 WELLPOINT INC COMMON STOCK 94973V107 8382 128400 SH SOLE NONE 128400 WORLD FUEL SERVICES CORP COMMON STOCK 981475106 10495 321446 SH SOLE NONE 321446 XO GROUP INC COMMON STOCK 983772104 4633 567100 SH SOLE NONE 567100 ZIPCAR INC COMMON STOCK 98974X103 1101 61189 SH SOLE NONE 61189