0001765774-20-000007.txt : 20200814 0001765774-20-000007.hdr.sgml : 20200814 20200814165303 ACCESSION NUMBER: 0001765774-20-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200814 DATE AS OF CHANGE: 20200814 EFFECTIVENESS DATE: 20200814 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: 201106221 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 13F-HR LIVE false false false 0001765774 XXXXXXXX 06-30-2020 06-30-2020 false No Street GP LP

505 Montgomery Street Suite 1250 San Francisco CA 94111

13F HOLDINGS REPORT 028-20132 N Michael Moscuzza 415-801-4464 /s/ Michael Moscuzza San Francisco CA 08-14-2020 0 36 777294 INFORMATION TABLE 2 infotable.xml 2U INC COM 90214J101 9490 250000 SH SOLE 250000 0 0 AMERICAN EAGLE OUTFITTERS IN COM 02553E106 19075 1750000 SH SOLE 1750000 0 0 ARCH CAP GROUP LTD ORD G0450A105 8595 300000 SH SOLE 300000 0 0 AT HOME GROUP INC COM 04650Y100 6490 1000000 SH SOLE 1000000 0 0 BANDWIDTH INC COM CL A 05988J103 10160 80000 SH SOLE 80000 0 0 BARRICK GOLD CORPORATION COM 067901108 8756 325000 SH SOLE 325000 0 0 CARGURUS INC COM CL A 141788109 8366 330000 SH SOLE 330000 0 0 CATASYS INC COM PAR 149049504 2474 100000 SH SOLE 100000 0 0 CITIGROUP INC COM NEW 172967424 15330 300000 SH SOLE 300000 0 0 CROCS INC COM 227046109 18410 500000 SH SOLE 500000 0 0 DANAOS CORPORATION SHS Y1968P121 4674 1253166 SH SOLE 1253166 0 0 DROPBOX INC CL A 26210C104 9252 425000 SH SOLE 425000 0 0 EXPRESS INC COM 30219E103 8316 6353800 SH SOLE 6353800 0 0 FASTLY INC CL A 31188V100 63848 750000 SH SOLE 750000 0 0 GENIUS BRANDS INTL INC COM 37229T301 167 74373 SH SOLE 74373 0 0 GRAND CANYON ED INC COM 38526M106 14937 165000 SH SOLE 165000 0 0 GREEN DOT CORP CL A 39304D102 109939 2240000 SH SOLE 2240000 0 0 GREEN PLAINS PARTNERS LP COM REP PTR IN 393221106 14061 2105000 SH SOLE 2105000 0 0 GSX TECHEDU INC SPONSORED ADS 36257Y109 9898 165000 SH Put SOLE 0 0 0 INSPERITY INC COM 45778Q107 21685 335000 SH SOLE 335000 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 111420 450000 SH Put SOLE 0 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 128862 900000 SH Put SOLE 0 0 0 LIVEXLIVE MEDIA INC COM NEW 53839L208 9581 2646662 SH SOLE 2646662 0 0 LUMENTUM HLDGS INC COM 55024U109 13843 170000 SH SOLE 170000 0 0 MR COOPER GROUP INC COM 62482R107 18660 1500000 SH SOLE 1500000 0 0 ONEMAIN HLDGS INC COM 68268W103 9816 400000 SH SOLE 400000 0 0 OPEN LENDING CORP COM CL A 68373J104 12515 828836 SH SOLE 828836 0 0 PC CONNECTION INC COM 69318J100 3228 69621 SH SOLE 69621 0 0 PURPLE INNOVATION INC COM 74640Y106 14850 825000 SH SOLE 825000 0 0 RESEARCH FRONTIERS INC COM 760911107 597 147075 SH SOLE 147075 0 0 STAMPS COM INC COM NEW 852857200 30309 165000 SH SOLE 165000 0 0 TALEND S A ADS 874224207 18197 525000 SH SOLE 525000 0 0 VOCERA COMMUNICATIONS INC COM 92857F107 9303 438821 SH SOLE 438821 0 0 WALKER & DUNLOP INC COM 93148P102 10670 210000 SH SOLE 210000 0 0 WESTERN DIGITAL CORP. COM 958102105 15232 345000 SH SOLE 345000 0 0 WRAP TECHNOLOGIES INC COM 98212N107 6288 600000 SH SOLE 600000 0 0