0001172661-21-000746.txt : 20210216 0001172661-21-000746.hdr.sgml : 20210216 20210216162930 ACCESSION NUMBER: 0001172661-21-000746 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210216 DATE AS OF CHANGE: 20210216 EFFECTIVENESS DATE: 20210216 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Anomaly Capital Management, LP CENTRAL INDEX KEY: 0001817534 IRS NUMBER: 843427295 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20983 FILM NUMBER: 21639167 BUSINESS ADDRESS: STREET 1: 510 MADISON AVENUE STREET 2: 25TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212.390.9790 MAIL ADDRESS: STREET 1: 510 MADISON AVENUE STREET 2: 25TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 FORMER COMPANY: FORMER CONFORMED NAME: Anomaly Capital Management LP DATE OF NAME CHANGE: 20200709 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001817534 XXXXXXXX 12-31-2020 12-31-2020 false Anomaly Capital Management, LP

510 Madison Avenue 25th Floor New York NY 10022

13F HOLDINGS REPORT 028-20983 N Michael Klarman 212-390-9790 /s/ Michael Klarman New York NY 02-16-2021 0 36 822701 INFORMATION TABLE 2 infotable.xml ALASKA AIR GROUP INC COM 011659109 7189 138259 SH SOLE 138259 0 0 APACHE CORP COM 037411105 22685 1598691 SH SOLE 1598691 0 0 AVALARA INC COM 05338G106 25543 154910 SH SOLE 154910 0 0 BAOZUN INC SPONSORED ADR 06684L103 20465 595770 SH SOLE 595770 0 0 BOOKING HOLDINGS INC COM 09857L108 15012 6740 SH SOLE 6740 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 56158 1376081 SH SOLE 1376081 0 0 CF INDS HLDGS INC COM 125269100 23353 603270 SH SOLE 603270 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 29391 44428 SH SOLE 44428 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 10079 47581 SH SOLE 47581 0 0 CROWN HLDGS INC COM 228368106 36393 363206 SH SOLE 363206 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 6811 42150 SH SOLE 42150 0 0 DUPONT DE NEMOURS INC COM 26614N102 22729 319630 SH SOLE 319630 0 0 FUBOTV INC COM 35953D104 856 30580 SH SOLE 30580 0 0 HESS CORP COM 42809H107 26404 500174 SH SOLE 500174 0 0 LAMAR ADVERTISING CO NEW CL A 512816109 14276 171550 SH SOLE 171550 0 0 LEAR CORP COM NEW 521865204 12884 81017 SH SOLE 81017 0 0 LITHIA MTRS INC CL A 536797103 22265 76075 SH SOLE 76075 0 0 MASTERCARD INCORPORATED CL A 57636Q104 5611 15720 SH SOLE 15720 0 0 MATCH GROUP INC NEW COM 57667L107 59945 396485 SH SOLE 396485 0 0 MICROSOFT CORP COM 594918104 10002 44970 SH SOLE 44970 0 0 NUANCE COMMUNICATIONS INC COM 67020Y100 47538 1078200 SH SOLE 1078200 0 0 NVR INC COM 62944T105 22235 5450 SH SOLE 5450 0 0 OCCIDENTAL PETE CORP COM 674599105 12020 694386 SH SOLE 694386 0 0 PALO ALTO NETWORKS INC COM 697435105 52029 146401 SH SOLE 146401 0 0 PPG INDS INC COM 693506107 26464 183494 SH SOLE 183494 0 0 ROKU INC COM CL A 77543R102 13888 41830 SH SOLE 41830 0 0 SAIA INC COM 78709Y105 30550 168970 SH SOLE 168970 0 0 SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 7185 134960 SH SOLE 134960 0 0 SEA LTD SPONSORD ADS 81141R100 51859 260535 SH SOLE 260535 0 0 SHAKE SHACK INC CL A 819047101 16430 193790 SH SOLE 193790 0 0 TECK RESOURCES LTD CL B 878742204 44177 2433969 SH SOLE 2433969 0 0 UBER TECHNOLOGIES INC COM 90353T100 38776 760310 SH SOLE 760310 0 0 VELODYNE LIDAR INC COM 92259F101 3901 170947 SH SOLE 170947 0 0 WENDYS CO COM 95058W100 11415 520780 SH SOLE 520780 0 0 WEX INC COM 96208T104 6481 31841 SH SOLE 31841 0 0 XPENG INC ADS 98422D105 9702 226530 SH SOLE 226530 0 0