0001172661-22-001871.txt : 20220815 0001172661-22-001871.hdr.sgml : 20220815 20220815095442 ACCESSION NUMBER: 0001172661-22-001871 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220815 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: 221163042 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 true false 0001817534 XXXXXXXX 06-30-2022 06-30-2022 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 08-15-2022 0 26 1982558 INFORMATION TABLE 2 infotable.xml ALTERYX INC COM CL A 02156B103 7060 145810 SH SOLE 145810 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 49588 923433 SH SOLE 923433 0 0 CANADIAN PAC RY LTD COM 13645T100 16766 240070 SH SOLE 240070 0 0 COMCAST CORP NEW CL A 20030N101 16288 415092 SH SOLE 415092 0 0 DATADOG INC CL A COM 23804L103 68626 720557 SH SOLE 720557 0 0 EXPEDIA GROUP INC COM NEW 30212P303 104186 1098662 SH SOLE 1098662 0 0 FORTINET INC COM 34959E109 75532 1334960 SH SOLE 1334960 0 0 GLOBAL PMTS INC COM 37940X102 43924 397000 SH SOLE 397000 0 0 HELMERICH & PAYNE INC COM 423452101 20623 478943 SH SOLE 478943 0 0 HESS CORP COM 42809H107 93867 886039 SH SOLE 886039 0 0 INFORMATICA INC COM CL A 45674M101 12999 625833 SH SOLE 625833 0 0 KRAFT HEINZ CO COM 500754106 10902 285837 SH SOLE 285837 0 0 LAMB WESTON HLDGS INC COM 513272104 226656 3171792 SH SOLE 3171792 0 0 MICROSOFT CORP COM 594918104 141984 552834 SH SOLE 552834 0 0 OCCIDENTAL PETE CORP COM 674599105 44053 748187 SH SOLE 748187 0 0 OCCIDENTAL PETE CORP COM 674599105 117760 2000000 SH Call SOLE 2000000 0 0 OUTFRONT MEDIA INC COM 69007J106 38432 2267388 SH SOLE 2267388 0 0 OVINTIV INC COM 69047Q102 148740 3365931 SH SOLE 3365931 0 0 PALO ALTO NETWORKS INC COM 697435105 189408 383464 SH SOLE 383464 0 0 PATTERSON-UTI ENERGY INC COM 703481101 89701 5691710 SH SOLE 5691710 0 0 R1 RCM INC COM 77634L105 12395 591366 SH SOLE 591366 0 0 SAIA INC COM 78709Y105 61681 328090 SH SOLE 328090 0 0 SONY GROUP CORPORATION SPONSORED ADR 835699307 135048 1651560 SH SOLE 1651560 0 0 VISA INC COM CL A 92826C839 35562 180620 SH SOLE 180620 0 0 WEX INC COM 96208T104 89041 572392 SH SOLE 572392 0 0 XPO LOGISTICS INC COM 983793100 131736 2735377 SH SOLE 2735377 0 0