0001879202-23-000018.txt : 20230814 0001879202-23-000018.hdr.sgml : 20230814 20230814161020 ACCESSION NUMBER: 0001879202-23-000018 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 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: 231170136 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 06-30-2023 06-30-2023 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 08-14-2023 0 28 1016347009 INFORMATION TABLE 2 infotable.xml ABERCROMBIE & FITCH CO CL A 002896207 14318400 380000 SH SOLE 380000 0 0 ALTERYX INC COM CL A 02156B103 47670000 1050000 SH SOLE 1050000 0 0 APPLOVIN CORP COM CL A 03831W108 69586785 2704500 SH SOLE 2704500 0 0 AVANTAX INC COM 095229100 15630192 698400 SH SOLE 698400 0 0 CHART INDS INC COM 16115Q308 68741658 430200 SH SOLE 430200 0 0 CRITEO S A SPONS ADS 226718104 22774500 675000 SH SOLE 675000 0 0 CROCS INC COM 227046109 79270200 705000 SH SOLE 705000 0 0 DANAOS CORPORATION SHS Y1968P121 17699350 265000 SH SOLE 265000 0 0 ENCORE CAP GROUP INC COM 292554102 5597572 115129 SH SOLE 115129 0 0 FABRINET SHS G3323L100 34418200 265000 SH SOLE 265000 0 0 FIRSTCASH HOLDINGS INC COM 33768G107 7685166 82344 SH SOLE 82344 0 0 FUNKO INC COM CL A 361008105 34900321 3225538 SH SOLE 3225538 0 0 GREEN DOT CORP CL A 39304D102 6559000 350000 SH SOLE 350000 0 0 GREEN PLAINS PARTNERS LP COM REP PTR IN 393221106 25880000 2000000 SH SOLE 2000000 0 0 HILTON GRAND VACATIONS INC COM 43283X105 6693085 147295 SH SOLE 147295 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 166239000 450000 SH Put SOLE 0 0 0 JPMORGAN CHASE & CO COM 46625H100 32724000 225000 SH SOLE 225000 0 0 KEMPER CORP COM 488401100 39814500 825000 SH SOLE 825000 0 0 LIVEONE INC COM 53814X102 1487200 875000 SH SOLE 875000 0 0 META PLATFORMS INC CL A 30303M102 61700700 215000 SH SOLE 215000 0 0 PEABODY ENERGY CORP COM 704551100 21660000 1000000 SH SOLE 1000000 0 0 PROGRESSIVE CORP COM 743315103 18531800 140000 SH SOLE 140000 0 0 PURPLE INNOVATION INC COM 74640Y106 16958000 6100000 SH SOLE 6100000 0 0 RINGCENTRAL INC CL A 76680R206 84279750 2575000 SH SOLE 2575000 0 0 SLM CORP COM 78442P106 19611630 1201693 SH SOLE 1201693 0 0 SYMBOTIC INC CLASS A COM 87151X101 2140500 50000 SH Put SOLE 0 0 0 UBER TECHNOLOGIES INC COM 90353T100 61517250 1425000 SH SOLE 1425000 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 32258250 675000 SH SOLE 675000 0 0