0001879202-23-000013.txt : 20230515 0001879202-23-000013.hdr.sgml : 20230515 20230515160745 ACCESSION NUMBER: 0001879202-23-000013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 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: 23922182 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 X0202 13F-HR LIVE false false false 0001765774 XXXXXXXX 03-31-2023 03-31-2023 false No Street GP LP

505 Montgomery Street Suite 1250 San Francisco CA 94111

13F HOLDINGS REPORT 028-20132 000299240 801-114360 N Michael Moscuzza 415-801-4464 /s/ Michael Moscuzza San Francisco CA 05-15-2023 0 27 783481919 INFORMATION TABLE 2 infotable.xml ALTERYX INC COM CL A 02156B103 32362000 550000 SH SOLE 550000 0 0 APPLOVIN CORP COM CL A 03831W108 43312500 2750000 SH SOLE 2750000 0 0 AST SPACEMOBILE INC COM CL A 00217D100 4211828 829100 SH SOLE 829100 0 0 AVANTAX INC COM 095229100 29873200 1135000 SH SOLE 1135000 0 0 BEYOND MEAT INC COM 08862E109 1217250 75000 SH SOLE 75000 0 0 CAPRI HOLDINGS LIMITED SHS G1890L107 52875000 1125000 SH SOLE 1125000 0 0 CRITEO S A SPONS ADS 226718104 23156175 735000 SH SOLE 735000 0 0 CROCS INC COM 227046109 79025000 625000 SH SOLE 625000 0 0 DANAOS CORPORATION SHS Y1968P121 14474300 265000 SH SOLE 265000 0 0 FABRINET SHS G3323L100 30877600 260000 SH SOLE 260000 0 0 FIRSTCASH HOLDINGS INC COM 33768G107 21458250 225000 SH SOLE 225000 0 0 FUNKO INC COM CL A 361008105 28064368 2976073 SH SOLE 2976073 0 0 GREEN DOT CORP CL A 39304D102 6013000 350000 SH SOLE 350000 0 0 GREEN PLAINS PARTNERS LP COM REP PTR IN 393221106 25400000 2000000 SH SOLE 2000000 0 0 HILTON GRAND VACATIONS INC COM 43283X105 19993500 450000 SH SOLE 450000 0 0 JPMORGAN CHASE & CO COM 46625H100 26062000 200000 SH SOLE 200000 0 0 KEMPER CORP COM 488401100 39081900 715000 SH SOLE 715000 0 0 LENDINGCLUB CORP COM NEW 52603A208 7604683 1054741 SH SOLE 1054741 0 0 LIVEONE INC COM 53814X102 813675 875000 SH SOLE 875000 0 0 META PLATFORMS INC CL A 30303M102 47898440 226000 SH SOLE 226000 0 0 PEABODY ENERGY CORP COM 704551100 14080000 550000 SH SOLE 550000 0 0 PURPLE INNOVATION INC COM 74640Y106 13596000 5150000 SH SOLE 5150000 0 0 RINGCENTRAL INC CL A 76680R206 72841250 2375000 SH SOLE 2375000 0 0 SOUNDHOUND AI INC CLASS A COM 836100107 5520000 2000000 SH SOLE 2000000 0 0 UBER TECHNOLOGIES INC COM 90353T100 95892500 3025000 SH SOLE 3025000 0 0 US BANCORP DEL COM NEW 902973304 12617500 350000 SH SOLE 350000 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 35160000 750000 SH SOLE 750000 0 0