0001879202-22-000006.txt : 20220214 0001879202-22-000006.hdr.sgml : 20220214 20220214160821 ACCESSION NUMBER: 0001879202-22-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 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: 22631700 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 12-31-2021 12-31-2021 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 02-14-2022 0 32 619987 INFORMATION TABLE 2 infotable.xml APPLOVIN CORP COM CL A 03831W108 24979 265000 SH SOLE 265000 0 0 ARCH CAP GROUP LTD ORD G0450A105 15558 350000 SH SOLE 350000 0 0 BRUNSWICK CORP COM 117043109 19642 195000 SH SOLE 195000 0 0 CAPITAL ONE FINL CORP COM 14040H105 14509 100000 SH SOLE 100000 0 0 CAPRI HOLDINGS LIMITED SHS G1890L107 30832 475000 SH SOLE 475000 0 0 CARGURUS INC COM CL A 141788109 18502 550000 SH SOLE 550000 0 0 CROCS INC COM 227046109 5822 45406 SH SOLE 45406 0 0 DANAOS CORPORATION SHS Y1968P121 26874 360000 SH SOLE 360000 0 0 DIGITALBRIDGE GROUP INC CL A COM 25401T108 20825 2500000 SH SOLE 2500000 0 0 FABRINET SHS G3323L100 20732 175000 SH SOLE 175000 0 0 FUNKO INC COM CL A 361008105 15054 800739 SH SOLE 800739 0 0 GLOBAL SHIP LEASE INC NEW COM CL A Y27183600 16610 725000 SH SOLE 725000 0 0 GRAND CANYON ED INC COM 38526M106 25713 300000 SH SOLE 300000 0 0 GREEN DOT CORP CL A 39304D102 12684 350000 SH SOLE 350000 0 0 GREEN PLAINS PARTNERS LP COM REP PTR IN 393221106 29465 2075000 SH SOLE 2075000 0 0 HILTON GRAND VACATIONS INC COM 43283X105 18239 350000 SH SOLE 350000 0 0 HOUGHTON MIFFLIN HARCOURT CO COM 44157R109 26565 1650000 SH SOLE 1650000 0 0 JAMF HLDG CORP COM 47074L105 29458 775000 SH SOLE 775000 0 0 KAR AUCTION SVCS INC COM 48238T109 14292 915000 SH SOLE 915000 0 0 LANDSEA HOMES CORP COM 51509P103 7320 1000000 SH SOLE 1000000 0 0 LENDINGCLUB CORP COM NEW 52603A208 28412 1175000 SH SOLE 1175000 0 0 MATERIALISE NV SPONSORED ADS 57667T100 23870 1000000 SH SOLE 1000000 0 0 OVERSTOCK COM INC DEL COM 690370101 6491 110000 SH SOLE 110000 0 0 PROTO LABS INC COM 743713109 19256 375000 SH SOLE 375000 0 0 SIERRA WIRELESS INC COM 826516106 18942 1075000 SH SOLE 1075000 0 0 STAR BULK CARRIERS CORP. SHS PAR Y8162K204 18136 800000 SH SOLE 800000 0 0 TRITON INTL LTD CL A G9078F107 16563 275000 SH SOLE 275000 0 0 TURNING PT BRANDS INC COM 90041L105 5667 150000 SH SOLE 150000 0 0 VOCERA COMMUNICATIONS INC COM 92857F107 35662 550000 SH SOLE 550000 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 21089 516385 SH SOLE 516385 0 0 ZIM INTEGRATED SHIPPING SERV SHS M9T951109 19130 325000 SH SOLE 325000 0 0 ZIPRECRUITER INC CL A 98980B103 13094 525000 SH SOLE 525000 0 0