0001787893-23-000004.txt : 20230814 0001787893-23-000004.hdr.sgml : 20230814 20230814141729 ACCESSION NUMBER: 0001787893-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BWCP, LP CENTRAL INDEX KEY: 0001787893 IRS NUMBER: 833897763 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21881 FILM NUMBER: 231168587 BUSINESS ADDRESS: STREET 1: 2515 MCKINNEY AVENUE, SUITE 960 CITY: DALLAS STATE: TX ZIP: 75201 BUSINESS PHONE: 214-238-5792 MAIL ADDRESS: STREET 1: 2515 MCKINNEY AVENUE, SUITE 960 CITY: DALLAS STATE: TX ZIP: 75201 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001787893 XXXXXXXX 06-30-2023 06-30-2023 BWCP, LP

2515 MCKINNEY AVENUE, SUITE 960 DALLAS TX 75201

13F HOLDINGS REPORT 028-21881 000305638 801-121967 N ROBERT L GIACOBBE 214-238-5792 /S/ Robert L.Giacobbe Dallas TX 08-14-2023 0 23 282409030 false INFORMATION TABLE 2 bwcp13fq2.xml ACADEMY SPORTS & OUTDOORS IN COM 00402L107 15951993 295134 SH SOLE 295134 0 0 ADVANCED MICRO DEVICES INC COM 007903107 5523154 48487 SH SOLE 48487 0 0 AMAZON COM INC COM 023135106 15718287 120576 SH SOLE 120576 0 0 BOYD GAMING CORP COM 103304101 21860013 315122 SH SOLE 315122 0 0 CLEAR SECURE INC COM CL A 18467V109 5900912 254679 SH SOLE 254679 0 0 CROCS INC COM 227046109 17855472 158800 SH SOLE 158800 0 0 DECKERS OUTDOOR CORP COM 243537107 15549613 29469 SH SOLE 29469 0 0 ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109 6173608 258094 SH SOLE 258094 0 0 FIVE9 INC COM 338307101 11565179 140269 SH SOLE 140269 0 0 GODADDY INC CL A 380237107 13306199 177109 SH SOLE 177109 0 0 JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106 3691707 346314 SH SOLE 346314 0 0 LAS VEGAS SANDS CORP COM 517834107 10674030 184035 SH SOLE 184035 0 0 LULULEMON ATHLETICA INC COM 550021109 12356890 32647 SH SOLE 32647 0 0 MGM RESORTS INTERNATIONAL COM 552953101 1668345 37986 SH SOLE 37986 0 0 NETFLIX INC COM 64110L106 11351427 25770 SH SOLE 25770 0 0 ORACLE CORP COM 68389X105 12217443 102590 SH SOLE 102590 0 0 SALESFORCE INC COM 79466L302 11875136 56211 SH SOLE 56211 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 13865740 86364 SH SOLE 86364 0 0 SPROUT SOCIAL INC COM CL A 85209W109 5607609 121482 SH SOLE 121482 0 0 T-MOBILE US INC COM 872590104 9625076 69295 SH SOLE 69295 0 0 TOPGOLF CALLAWAY BRANDS CORP COM 131193104 17248717 868953 SH SOLE 868953 0 0 TYLER TECHNOLOGIES INC COM 902252105 16116556 38698 SH SOLE 38698 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 26705924 1078156 SH SOLE 1078156 0 0