0001172661-23-000900.txt : 20230214 0001172661-23-000900.hdr.sgml : 20230214 20230214094156 ACCESSION NUMBER: 0001172661-23-000900 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: 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: 23623553 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 X0202 13F-HR LIVE false true false 0001817534 XXXXXXXX 12-31-2022 12-31-2022 false Anomaly Capital Management, LP

510 Madison Avenue 25th Floor New York NY 10022

13F HOLDINGS REPORT 028-20983 000309211 801-118922 N Michael Klarman 212-390-9790 /s/ Michael Klarman New York NY 02-14-2023 0 32 2219167347 INFORMATION TABLE 2 infotable.xml ALTERYX INC COM CL A 02156B103 38631720 762418 SH SOLE 762418 0 0 ARISTA NETWORKS INC COM 040413106 29272290 241222 SH SOLE 241222 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 85041525 1310751 SH SOLE 1310751 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 21884790 168799 SH SOLE 168799 0 0 DOLLAR TREE INC COM 256746108 53792178 380318 SH SOLE 380318 0 0 DOW INC COM 260557103 27661792 548954 SH SOLE 548954 0 0 ELECTRONIC ARTS INC COM 285512109 10484755 85814 SH SOLE 85814 0 0 FORTINET INC COM 34959E109 118509116 2423995 SH SOLE 2423995 0 0 HELMERICH & PAYNE INC COM 423452101 49343366 995428 SH SOLE 995428 0 0 HESS CORP COM 42809H107 111187022 784001 SH SOLE 784001 0 0 INTUIT COM 461202103 17315230 44487 SH SOLE 44487 0 0 KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 62424712 1191084 SH SOLE 1191084 0 0 LAMB WESTON HLDGS INC COM 513272104 164708531 1843202 SH SOLE 1843202 0 0 LAS VEGAS SANDS CORP COM 517834107 95849561 1993958 SH SOLE 1993958 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 79490419 1139811 SH SOLE 1139811 0 0 LOUISIANA PAC CORP COM 546347105 53937179 911101 SH SOLE 911101 0 0 MICROSOFT CORP COM 594918104 68153247 284185 SH SOLE 284185 0 0 OCCIDENTAL PETE CORP COM 674599105 95057705 1509092 SH SOLE 1509092 0 0 OVINTIV INC COM 69047Q102 76187414 1502414 SH SOLE 1502414 0 0 PALO ALTO NETWORKS INC COM 697435105 219641263 1574038 SH SOLE 1574038 0 0 PATTERSON-UTI ENERGY INC COM 703481101 95466987 5669061 SH SOLE 5669061 0 0 PINTEREST INC CL A 72352L106 30572793 1259176 SH SOLE 1259176 0 0 PVH CORPORATION COM 693656100 47561283 673768 SH SOLE 673768 0 0 RH COM 74967X103 76770634 287326 SH SOLE 287326 0 0 ROGERS CORP COM 775133101 40460914 339039 SH SOLE 339039 0 0 RXO INC COMMON STOCK 74982T103 27397278 1592865 SH SOLE 1592865 0 0 SAIA INC COM 78709Y105 38349004 182893 SH SOLE 182893 0 0 SKECHERS U S A INC CL A 830566105 33904619 808215 SH SOLE 808215 0 0 SONY GROUP CORPORATION SPONSORED ADR 835699307 104370568 1368256 SH SOLE 1368256 0 0 TECK RESOURCES LTD CL B 878742204 108290384 2863310 SH SOLE 2863310 0 0 WEX INC COM 96208T104 40519740 247600 SH SOLE 247600 0 0 XPO INC COM 983793100 96929328 2911665 SH SOLE 2911665 0 0