0001879202-23-000007.txt : 20230214 0001879202-23-000007.hdr.sgml : 20230214 20230214163040 ACCESSION NUMBER: 0001879202-23-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 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: 23630181 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 12-31-2022 12-31-2022 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 02-14-2023 0 25 759175842 INFORMATION TABLE 2 infotable.xml ALTERYX INC COM CL A 02156B103 30402000 600000 SH SOLE 600000 0 0 APPLOVIN CORP COM CL A 03831W108 28957500 2750000 SH SOLE 2750000 0 0 AST SPACEMOBILE INC COM CL A 00217D100 11568000 2400000 SH SOLE 2400000 0 0 BLUCORA INC COM 095229100 30636000 1200000 SH SOLE 1200000 0 0 CAPRI HOLDINGS LIMITED SHS G1890L107 81681000 1425000 SH SOLE 1425000 0 0 CRITEO S A SPONS ADS 226718104 20848000 800000 SH SOLE 800000 0 0 CROCS INC COM 227046109 71021650 655000 SH SOLE 655000 0 0 DANAOS CORPORATION SHS Y1968P121 20274100 385000 SH SOLE 385000 0 0 DIGITALBRIDGE GROUP INC CL A NEW 25401T603 15316000 1400000 SH SOLE 1400000 0 0 FABRINET SHS G3323L100 38466000 300000 SH SOLE 300000 0 0 FIRSTCASH HOLDINGS INC COM 33768G107 26073000 300000 SH SOLE 300000 0 0 FUNKO INC COM CL A 361008105 28734867 2633810 SH SOLE 2633810 0 0 GLOBAL SHIP LEASE INC NEW COM CL A Y27183600 7908750 475000 SH SOLE 475000 0 0 GREEN DOT CORP CL A 39304D102 5537000 350000 SH SOLE 350000 0 0 GREEN PLAINS PARTNERS LP COM REP PTR IN 393221106 27163525 2095951 SH SOLE 2095951 0 0 HILTON GRAND VACATIONS INC COM 43283X105 19270000 500000 SH SOLE 500000 0 0 JPMORGAN CHASE & CO COM 46625H100 13410000 100000 SH SOLE 100000 0 0 LENDINGCLUB CORP COM NEW 52603A208 12760000 1450000 SH SOLE 1450000 0 0 PEABODY ENERGY CORP COM 704551100 18494000 700000 SH SOLE 700000 0 0 PURPLE INNOVATION INC COM 74640Y106 19639000 4100000 SH SOLE 4100000 0 0 RADIAN GROUP INC COM 750236101 14302500 750000 SH SOLE 750000 0 0 RINGCENTRAL INC CL A 76680R206 66552000 1880000 SH SOLE 1880000 0 0 UBER TECHNOLOGIES INC COM 90353T100 87173250 3525000 SH SOLE 3525000 0 0 US BANCORP DEL COM NEW 902973304 19624500 450000 SH SOLE 450000 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 43363200 960000 SH SOLE 960000 0 0