0001879202-24-000011.txt : 20240214 0001879202-24-000011.hdr.sgml : 20240214 20240214160053 ACCESSION NUMBER: 0001879202-24-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: No Street GP LP CENTRAL INDEX KEY: 0001765774 ORGANIZATION NAME: 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: 24637431 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 12-31-2023 12-31-2023 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 02-14-2024 0 30 1001557690 INFORMATION TABLE 2 infotable.xml ALTERYX INC COM CL A 02156B103 71919000 1525000 SH SOLE 1525000 0 0 APPLOVIN CORP COM CL A 03831W108 79301500 1990000 SH SOLE 1990000 0 0 BGC GROUP INC CL A 088929104 10108000 1400000 SH SOLE 1400000 0 0 CHART INDS INC COM 16115Q308 95431000 700000 SH SOLE 700000 0 0 CORECIVIC INC COM 21871N101 14530000 1000000 SH SOLE 1000000 0 0 CROCS INC COM 227046109 46705000 500000 SH SOLE 500000 0 0 DANAOS CORPORATION SHS Y1968P121 22218000 300000 SH SOLE 300000 0 0 ENCORE CAP GROUP INC COM 292554102 15986250 315000 SH SOLE 315000 0 0 ENOVA INTL INC COM 29357K103 15224000 275000 SH SOLE 275000 0 0 EQUIFAX INC COM 294429105 32147700 130000 SH SOLE 130000 0 0 FABRINET SHS G3323L100 34259400 180000 SH SOLE 180000 0 0 GREEN PLAINS PARTNERS LP COM REP PTR IN 393221106 26543374 2085104 SH SOLE 2085104 0 0 JPMORGAN CHASE & CO COM 46625H100 34020000 200000 SH SOLE 200000 0 0 KEMPER CORP COM 488401100 45019750 925000 SH SOLE 925000 0 0 META PLATFORMS INC CL A 30303M102 44245000 125000 SH SOLE 125000 0 0 MOBILE INFRASTRUCTURE CORP COM SHS 60739N101 48555847 11989098 SH SOLE 11989098 0 0 MR COOPER GROUP INC COM 62482R107 34188000 525000 SH SOLE 525000 0 0 NEWMONT CORP COM 651639106 39320500 950000 SH SOLE 950000 0 0 NEWTEKONE INC COM NEW 652526203 690000 50000 SH SOLE 50000 0 0 PODCASTONE INC COM 22275C105 19519 10551 SH SOLE 10551 0 0 PROGRESSIVE CORP COM 743315103 30263200 190000 SH SOLE 190000 0 0 PURPLE INNOVATION INC COM 74640Y106 5150000 5000000 SH SOLE 5000000 0 0 REDFIN CORP COM 75737F108 1032000 100000 SH SOLE 100000 0 0 RINGCENTRAL INC CL A 76680R206 50925000 1500000 SH SOLE 1500000 0 0 RXSIGHT INC COM 78349D107 17136000 425000 SH SOLE 425000 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 25957800 1035000 SH SOLE 1035000 0 0 TWILIO INC CL A 90138F102 52729650 695000 SH SOLE 695000 0 0 UBER TECHNOLOGIES INC COM 90353T100 40020500 650000 SH SOLE 650000 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 26700000 600000 SH SOLE 600000 0 0 WIX COM LTD SHS M98068105 41211700 335000 SH SOLE 335000 0 0