0001879202-22-000011.txt : 20220516 0001879202-22-000011.hdr.sgml : 20220516 20220516163054 ACCESSION NUMBER: 0001879202-22-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 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: 22929768 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 03-31-2022 03-31-2022 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 05-16-2022 0 34 738421 INFORMATION TABLE 2 infotable.xml APPLOVIN CORP COM CL A 03831W108 30839 560000 SH SOLE 560000 0 0 ARCH CAP GROUP LTD ORD G0450A105 16463 340000 SH SOLE 340000 0 0 ARHAUS INC COM CL A 04035M102 4467 524958 SH SOLE 524958 0 0 BRUNSWICK CORP COM 117043109 25885 320000 SH SOLE 320000 0 0 CAPRI HOLDINGS LIMITED SHS G1890L107 44547 866848 SH SOLE 866848 0 0 CARGURUS INC COM CL A 141788109 25476 600000 SH SOLE 600000 0 0 CRITEO S A SPONS ADS 226718104 17434 640000 SH SOLE 640000 0 0 DANAOS CORPORATION SHS Y1968P121 27814 271140 SH SOLE 271140 0 0 DIGITALBRIDGE GROUP INC CL A COM 25401T108 20052 2785000 SH SOLE 2785000 0 0 FABRINET SHS G3323L100 18398 175000 SH SOLE 175000 0 0 FINTECH ACQUISITION CORP V COM CL A 31810Q107 6416 650000 SH SOLE 650000 0 0 FIRSTCASH HOLDINGS INC COM 33768G107 19344 275000 SH SOLE 275000 0 0 FUNKO INC COM CL A 361008105 17090 990739 SH SOLE 990739 0 0 GLOBAL SHIP LEASE INC NEW COM CL A Y27183600 18519 650000 SH SOLE 650000 0 0 GRAND CANYON ED INC COM 38526M106 16994 175000 SH SOLE 175000 0 0 GREEN DOT CORP CL A 39304D102 9618 350000 SH SOLE 350000 0 0 GREEN PLAINS PARTNERS LP COM REP PTR IN 393221106 27116 1915000 SH SOLE 1915000 0 0 HILTON GRAND VACATIONS INC COM 43283X105 18984 365000 SH SOLE 365000 0 0 HOUGHTON MIFFLIN HARCOURT CO COM 44157R109 42020 2000000 SH SOLE 2000000 0 0 JAMF HLDG CORP COM 47074L105 23497 675000 SH SOLE 675000 0 0 KAR AUCTION SVCS INC COM 48238T109 17328 960000 SH SOLE 960000 0 0 LANDSEA HOMES CORP COM 51509P103 5270 616419 SH SOLE 616419 0 0 LENDINGCLUB CORP COM NEW 52603A208 35505 2250000 SH SOLE 2250000 0 0 MATERIALISE NV SPONSORED ADS 57667T100 15480 800000 SH SOLE 800000 0 0 PAYPAL HLDGS INC COM 70450Y103 46260 400000 SH SOLE 400000 0 0 PROTO LABS INC COM 743713109 21160 400000 SH SOLE 400000 0 0 PURPLE INNOVATION INC COM 74640Y106 17696 3025000 SH SOLE 3025000 0 0 SIERRA WIRELESS INC COM 826516106 15785 875000 SH SOLE 875000 0 0 SILVERGATE CAP CORP CL A 82837P408 18821 125000 SH SOLE 125000 0 0 STAR BULK CARRIERS CORP. SHS PAR Y8162K204 14103 475000 SH SOLE 475000 0 0 UBER TECHNOLOGIES INC COM 90353T100 42816 1200000 SH SOLE 1200000 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 26021 665000 SH SOLE 665000 0 0 ZIM INTEGRATED SHIPPING SERV SHS M9T951109 14542 200000 SH SOLE 200000 0 0 ZIPRECRUITER INC CL A 98980B103 16661 725000 SH SOLE 725000 0 0