0001879202-24-000031.txt : 20240515 0001879202-24-000031.hdr.sgml : 20240515 20240515160504 ACCESSION NUMBER: 0001879202-24-000031 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 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: 24950287 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 03-31-2024 03-31-2024 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 Chief Compliance Officer 415-801-4464 /s/ Michael Moscuzza San Francisco CA 05-15-2024 0 34 1355200312
INFORMATION TABLE 2 infotable.xml APPLOVIN CORP COM CL A 03831W108 150553500 2175000 SH SOLE 2175000 0 0 ARBOR REALTY TRUST INC COM 038923108 5093300 384400 SH Put SOLE 0 0 0 AST SPACEMOBILE INC COM CL A 00217D100 7250000 2500000 SH SOLE 2500000 0 0 BGC GROUP INC CL A 088929104 10991419 1414597 SH SOLE 1414597 0 0 CBRE GROUP INC CL A 12504L109 5834400 60000 SH SOLE 60000 0 0 CHART INDS INC COM 16115Q308 124363600 755000 SH SOLE 755000 0 0 CORECIVIC INC COM 21871N101 15610000 1000000 SH SOLE 1000000 0 0 CROCS INC COM 227046109 61115000 425000 SH SOLE 425000 0 0 DANAOS CORPORATION SHS Y1968P121 16245000 225000 SH SOLE 225000 0 0 ENCORE CAP GROUP INC COM 292554102 15507400 340000 SH SOLE 340000 0 0 ENOVA INTL INC COM 29357K103 26596881 423315 SH SOLE 423315 0 0 EQUIFAX INC COM 294429105 34777600 130000 SH SOLE 130000 0 0 FABRINET SHS G3323L100 28353000 150000 SH SOLE 150000 0 0 GREEN PLAINS INC COM 393222104 18010064 778982 SH SOLE 778982 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 210904750 475000 SH Put SOLE 0 0 0 JPMORGAN CHASE & CO COM 46625H100 40060000 200000 SH SOLE 200000 0 0 KEMPER CORP COM 488401100 48607200 785000 SH SOLE 785000 0 0 MAPLEBEAR INC COM 565394103 23492700 630000 SH SOLE 630000 0 0 META PLATFORMS INC CL A 30303M102 38846400 80000 SH SOLE 80000 0 0 MOBILE INFRASTRUCTURE CORP COM SHS 60739N101 43760208 11989098 SH SOLE 11989098 0 0 MOELIS & CO CL A 60786M105 11354000 200000 SH SOLE 200000 0 0 MR COOPER GROUP INC COM 62482R107 42872500 550000 SH SOLE 550000 0 0 NEWMONT CORP COM 651639106 46592000 1300000 SH SOLE 1300000 0 0 PERELLA WEINBERG PARTNERS CLASS A COM 71367G102 10597500 750000 SH SOLE 750000 0 0 PROGRESSIVE CORP COM 743315103 40329900 195000 SH SOLE 195000 0 0 PURPLE INNOVATION INC COM 74640Y106 13920000 8000000 SH SOLE 8000000 0 0 RINGCENTRAL INC CL A 76680R206 26055000 750000 SH SOLE 750000 0 0 RXSIGHT INC COM 78349D107 19342500 375000 SH SOLE 375000 0 0 SIX FLAGS ENTMT CORP NEW COM 83001A102 25004000 950000 SH SOLE 950000 0 0 TWILIO INC CL A 90138F102 41582000 680000 SH SOLE 680000 0 0 UBER TECHNOLOGIES INC COM 90353T100 34645500 450000 SH SOLE 450000 0 0 VICTORIAS SECRET AND CO COMMON STOCK 926400102 22287000 1150000 SH SOLE 1150000 0 0 WESTERN DIGITAL CORP. COM 958102105 61757200 905000 SH SOLE 905000 0 0 WIX COM LTD SHS M98068105 32888790 239226 SH SOLE 239226 0 0