0001468395-12-000013.txt : 20121115 0001468395-12-000013.hdr.sgml : 20121115 20121115115348 ACCESSION NUMBER: 0001468395-12-000013 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120930 FILED AS OF DATE: 20121115 DATE AS OF CHANGE: 20121115 EFFECTIVENESS DATE: 20121115 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-13559 FILM NUMBER: 121207669 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/A 1 ccm_13f12q3.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, 2012 Check here if Amendment [X]; Amendment Number: 1 This Amendment (Check only one): [ ] is a restatement. [X] 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 15, 2012 ------------------- ------------ ------------------ [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: 40 Form 13F Information Table Value Total: 709,536 (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: (9/30/12) 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 ----------------------------- -------------- -------- -------- -------- --- ---- ---------- -------- ------- ------ ---- AMERICAN TOWER CORP COMMON STOCKS 03027X100 52971 742000 SH SOLE NONE 742000 ALLEGHENY TECHNOLOGIES INC COMMON STOCKS 01741R102 13187 413400 SH SOLE NONE 413400 BAIDU INC ADR 056752108 19825 169600 SH SOLE NONE 169600 BAZAARVOICE INC COMMON STOCKS 073271108 6424 424000 SH SOLE NONE 424000 C.H. ROBINSON WORLDWIDE INC COMMON STOCKS 12541W209 18628 318000 SH SOLE NONE 318000 DICK'S SPORTING GOODS INC COMMON STOCKS 253393102 9893 190800 SH SOLE NONE 190800 DELPHI AUTOMOTIVE PLC COMMON STOCKS G27823106 29574 954000 SH SOLE NONE 954000 DUFF & PHELPS CORP COMMON STOCKS 26433B107 5771 424000 SH SOLE NONE 424000 EBAY INC COMMON STOCKS 278642103 14613 302100 SH SOLE NONE 302100 EQUINIX INC COMMON STOCKS 29444U502 13105 63600 SH SOLE NONE 63600 FIVE BELOW COMMON STOCKS 33829M101 1649 42200 SH SOLE NONE 42200 FOCUS MEDIA HOLDING ADR 34415V109 29765 1272000 SH SOLE NONE 1272000 FRANCESCAS HOLDINGS CORP COMMON STOCKS 351793104 6515 212000 SH SOLE NONE 212000 GENERAL MOTORS CO COMMON STOCKS 37045V100 19292 848000 SH SOLE NONE 848000 GNC HOLDINGS INC COMMON STOCKS 36191G107 46678 1197800 SH SOLE NONE 1197800 GOOGLE INC COMMON STOCKS 38259P508 47986 63600 SH SOLE NONE 63600 CHART INDUSTRIES INC COMMON STOCKS 16115Q308 4697 63600 SH SOLE NONE 63600 GUIDEWIRE SOFTWARE INC COMMON STOCKS 40171V100 1646 53000 SH SOLE NONE 53000 HYATT HOTELS CORP COMMON STOCKS 448579102 10640 265000 SH SOLE NONE 265000 HDFC BANK LTD ADR 40415F101 9959 265000 SH SOLE NONE 265000 STARWOOD HOTELS & RESORTS COMMON STOCKS 85590A401 34712 598900 SH SOLE NONE 598900 MICHAEL KORS HOLDINGS LTD COMMON STOCKS G60754101 11115 209000 SH SOLE NONE 209000 INFORMATION SERVICES GROUP COMMON STOCKS 45675Y104 631 508800 SH SOLE NONE 508800 HUNT (JB) TRANSPRT SVCS INC COMMON STOCKS 445658107 40269 773800 SH SOLE NONE 773800 KIRBY CORP COMMON STOCKS 497266106 15235 275600 SH SOLE NONE 275600 LKQ CORP COMMON STOCKS 501889208 7638 413400 SH SOLE NONE 413400 MOODY'S CORP COMMON STOCKS 615369105 32774 742000 SH SOLE NONE 742000 MRC GLOBAL INC COMMON STOCKS 55345K103 19549 795000 SH SOLE NONE 795000 BLUE NILE INC COMMON STOCKS 09578R103 20644 556600 SH SOLE NONE 556600 PENTAIR LTD COMMON STOCKS 709631105 16513 371000 SH SOLE NONE 371000 SAIC INC COMMON STOCKS 78390X101 16591 1378000 SH SOLE NONE 1378000 SBA COMMUNICATIONS CORP COMMON STOCKS 78388J106 20002 318000 SH SOLE NONE 318000 SPIRIT AEROSYSTEMS HOLD COMMON STOCKS 848574109 17369 782045 SH SOLE NONE 782045 SENSATA TECHNOLOGIES HOLDING COMMON STOCKS N7902X106 8006 268921 SH SOLE NONE 268921 TRANSDIGM GROUP INC COMMON STOCKS 893641100 16017 112900 SH SOLE NONE 112900 TRW AUTOMOTIVE HOLDINGS CORP COMMON STOCKS 87264S106 10193 233200 SH SOLE NONE 233200 VELTI PLC COMMON STOCKS G93285107 5638 673599 SH SOLE NONE 673599 VERISK ANALYTICS INC COMMON STOCKS 92345Y106 23215 487600 SH SOLE NONE 487600 WESCO AIRCRAFT HOLDINGS INC COMMON STOCKS 950814103 1708 125000 SH SOLE NONE 125000 WRIGHT EXPRESS CORP COMMON STOCKS 98233Q105 28899 414500 SH SOLE NONE 414500