0001765774-20-000010.txt : 20201116 0001765774-20-000010.hdr.sgml : 20201116 20201116162249 ACCESSION NUMBER: 0001765774-20-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201116 DATE AS OF CHANGE: 20201116 EFFECTIVENESS DATE: 20201116 FILER: COMPANY DATA: COMPANY CONFORMED NAME: No Street GP LP CENTRAL INDEX KEY: 0001765774 IRS NUMBER: 831667521 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20132 FILM NUMBER: 201317340 BUSINESS ADDRESS: STREET 1: 505 MONTGOMERY STREET STREET 2: SUITE 1250 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 BUSINESS PHONE: 415-801-4460 MAIL ADDRESS: STREET 1: 505 MONTGOMERY STREET STREET 2: SUITE 1250 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001765774 XXXXXXXX 09-30-2020 09-30-2020 false No Street GP LP

505 Montgomery Street Suite 1250 San Francisco CA 94111

13F HOLDINGS REPORT 028-20132 N Michael Moscuzza 415-801-4464 /s/ Michael Moscuzza San Francisco CA 11-16-2020 0 33 846740 INFORMATION TABLE 2 infotable.xml 2U INC COM 90214J101 9312 275000 SH SOLE 275000 0 0 AMERICAN EAGLE OUTFITTERS IN COM 02553E106 29620 2000000 SH SOLE 2000000 0 0 AMERICAN EAGLE OUTFITTERS IN COM 02553E106 14810 1000000 SH Call SOLE 0 0 0 ARCH CAP GROUP LTD ORD G0450A105 16666 569765 SH SOLE 569765 0 0 AT HOME GROUP INC COM 04650Y100 13374 900000 SH SOLE 900000 0 0 BANDWIDTH INC COM CL A 05988J103 8729 50000 SH SOLE 50000 0 0 BARRICK GOLD CORP COM 067901108 9839 350000 SH SOLE 350000 0 0 CAI INTERNATIONAL INC COM 12477X106 6183 224597 SH SOLE 224597 0 0 CAMPING WORLD HLDGS INC CL A 13462K109 15619 525000 SH SOLE 525000 0 0 CROCS INC COM 227046109 13460 315000 SH SOLE 315000 0 0 DANAOS CORPORATION SHS Y1968P121 8834 1203581 SH SOLE 1203581 0 0 GRAND CANYON ED INC COM 38526M106 9550 119464 SH SOLE 119464 0 0 GREEN DOT CORP CL A 39304D102 59467 2240000 SH SOLE 2240000 0 0 GREEN PLAINS PARTNERS LP COM REP PTR IN 393221106 14175 2025000 SH SOLE 2025000 0 0 INSPERITY INC COM 45778Q107 19647 300000 SH SOLE 300000 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 361192 1300000 SH Put SOLE 0 0 0 LF CAP ACQUISITION CORP CL A 50200K108 12648 1200000 SH SOLE 1200000 0 0 LIVEXLIVE MEDIA INC COM NEW 53839L208 8369 3225000 SH SOLE 3225000 0 0 LUMENTUM HLDGS INC COM 55024U109 11270 150000 SH SOLE 150000 0 0 MATERIALISE NV SPONSORED ADS 57667T100 461 12500 SH SOLE 12500 0 0 MGM RESORTS INTERNATIONAL COM 552953101 10875 500000 SH SOLE 500000 0 0 MR COOPER GROUP INC COM 62482R107 29016 1300000 SH SOLE 1300000 0 0 ONEMAIN HLDGS INC COM 68268W103 7813 250000 SH SOLE 250000 0 0 OPEN LENDING CORP COM CL A 68373J104 3825 150000 SH SOLE 150000 0 0 PENNYMAC FINL SVCS INC NEW COM 70932M107 9299 160000 SH SOLE 160000 0 0 PROPTECH ACQUISITION CORP COM CL A 74349F101 5426 500000 SH SOLE 500000 0 0 PURPLE INNOVATION INC COM 74640Y106 30454 1225000 SH SOLE 1225000 0 0 STAMPS COM INC COM NEW 852857200 33733 140000 SH SOLE 140000 0 0 TALEND S A ADS 874224207 21336 546523 SH SOLE 546523 0 0 TRITON INTL LTD CL A G9078F107 8134 200000 SH SOLE 200000 0 0 TURNING PT BRANDS INC COM 90041L105 14648 525000 SH SOLE 525000 0 0 VOCERA COMMUNICATIONS INC COM 92857F107 20211 695000 SH SOLE 695000 0 0 WALKER & DUNLOP INC COM 93148P102 8745 165000 SH SOLE 165000 0 0