0001765774-20-000002.txt : 20200214 0001765774-20-000002.hdr.sgml : 20200214 20200214161357 ACCESSION NUMBER: 0001765774-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200214 DATE AS OF CHANGE: 20200214 EFFECTIVENESS DATE: 20200214 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: 20619921 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 12-31-2019 12-31-2019 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 02-14-2020 0 35 913765 INFORMATION TABLE 2 infotable.xml BANDWIDTH INC COM CL A 05988J103 5765 90000 SH SOLE 90000 0 0 BARRICK GOLD CORPORATION COM 067901108 19520 1050000 SH SOLE 1050000 0 0 BRP GROUP INC COM CL A 05589G102 8025 500000 SH SOLE 500000 0 0 CARLYLE GROUP L P COM UTS LTD PTN 14309L102 6416 200000 SH SOLE 200000 0 0 CITIGROUP INC COM NEW 172967424 23967 300000 SH SOLE 300000 0 0 CROCS INC COM 227046109 11520 275000 SH SOLE 275000 0 0 DANAOS CORPORATION SHS Y1968P121 10695 1165000 SH SOLE 1165000 0 0 DROPBOX INC CL A 26210C104 30447 1700000 SH SOLE 1700000 0 0 EHEALTH INC COM 28238P109 10088 105000 SH SOLE 105000 0 0 EXPRESS INC COM 30219E103 18506 3800000 SH SOLE 3800000 0 0 FUELCELL ENERGY INC COM 35952H601 2510 1000000 SH SOLE 1000000 0 0 GRAND CANYON ED INC COM 38526M106 19158 200000 SH SOLE 200000 0 0 GREEN DOT CORP CL A 39304D102 23300 1000000 SH SOLE 1000000 0 0 GREEN PLAINS INC COM 393222104 16947 1098300 SH SOLE 1098300 0 0 GREEN PLAINS PARTNERS LP COM REP PTR IN 393221106 29368 2125000 SH SOLE 2125000 0 0 HEALTH INS INNOVATIONS INC COM CL A 42225K106 17361 900000 SH SOLE 900000 0 0 HEALTH INS INNOVATIONS INC COM CL A 42225K106 4823 250000 SH Call SOLE 0 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 127566 600000 SH Put SOLE 0 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 333808 2014900 SH Put SOLE 0 0 0 ITERIS INC COM 46564T107 5489 1100000 SH SOLE 1100000 0 0 LIVEXLIVE MEDIA INC COM NEW 53839L208 3863 2500000 SH SOLE 2500000 0 0 LUMENTUM HLDGS INC COM 55024U109 17843 225000 SH SOLE 225000 0 0 MR COOPER GROUP INC COM 62482R107 10634 850000 SH SOLE 850000 0 0 NIO INC SPON ADS 62914V106 804 200000 SH SOLE 200000 0 0 ONEMAIN HLDGS INC COM 68268W103 14753 350000 SH SOLE 350000 0 0 OPUS BK IRVINE CALIF COM 684000102 9055 350000 SH SOLE 350000 0 0 PHOTRONICS INC COM 719405102 15760 1000000 SH SOLE 1000000 0 0 SPDR SERIES TRUST OILGAS EQUIP 78464A748 24270 3000000 SH SOLE 3000000 0 0 SPORTSMANS WHSE HLDGS INC COM 84920Y106 14856 1850000 SH SOLE 1850000 0 0 STAMPS COM INC COM NEW 852857200 16286 195000 SH SOLE 195000 0 0 SYNCHRONY FINL COM 87165B103 21606 600000 SH SOLE 600000 0 0 TALEND S A ADS 874224207 18382 470000 SH SOLE 470000 0 0 TEEKAY TANKERS LTD CL A Y8565N300 5638 235201 SH SOLE 235201 0 0 TEMPUR SEALY INTL INC COM 88023U101 8706 100000 SH SOLE 100000 0 0 TRITON INTL LTD CL A G9078F107 6030 150000 SH SOLE 150000 0 0