Stitch Fix Inc (NASDAQ:SFIX): Glen Kacher’s Light Street Capital filed an amended 13D.
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You can access the original SEC filing by clicking here.
Ownership Summary Table
Name | Sole Voting Power | Shared Voting Power | Sole Dispositive Power | Shared Dispositive Power | Aggregate Amount Owned Power | Percent of Class |
---|---|---|---|---|---|---|
LIGHT STREET CAPITAL MANAGEMENT | 0 | 1,100,000 | 0 | 1,100,000 | 1,100,000 | 13.8% |
GLEN THOMAS KACHER | 0 | 1,100,000 | 0 | 1,100,000 | 1,100,000 | 13.8% |
LIGHT STREET MERCURY MASTER FUND | 0 | 864,490 | 0 | 864,490 | 864,490 | 10.8% |
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Page 1 of 10 – SEC Filing
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Page 2 of 10 – SEC Filing
SCHEDULE 13G | ||
CUSIP No. 860897107 | Page 2 of 10 Pages |
1 | NAMES OF REPORTING PERSONS | ||||
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) | |||||
LIGHT STREET CAPITAL MANAGEMENT, LLC | |||||
2 | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP | ||||
(a)☐ | |||||
(b)☐ | |||||
3 | SEC USE ONLY | ||||
4 | CITIZENSHIP OR PLACE OF ORGANIZATION | ||||
Delaware | |||||
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH | 5 | SOLE VOTING POWER | |||
0 | |||||
6 | SHARED VOTING POWER | ||||
1,100,000 | |||||
7 | SOLE DISPOSITIVE POWER | ||||
0 | |||||
8 | SHARED DISPOSITIVE POWER | ||||
1,100,000 | |||||
9 | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON | ||||
1,100,000 | |||||
10 | CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) | ||||
☐ | |||||
11 | PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) | ||||
13.8% | |||||
12 | TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) | ||||
IA, OO | |||||
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Page 3 of 10 – SEC Filing
SCHEDULE 13G | ||
CUSIP No. 860897107 | Page 3 of 10 Pages |
1 | NAMES OF REPORTING PERSONS | ||||
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) | |||||
GLEN THOMAS KACHER | |||||
2 | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP | ||||
(a)☐ | |||||
(b)☐ | |||||
3 | SEC USE ONLY | ||||
4 | CITIZENSHIP OR PLACE OF ORGANIZATION | ||||
United States of America | |||||
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH | 5 | SOLE VOTING POWER | |||
0 | |||||
6 | SHARED VOTING POWER | ||||
1,100,000 | |||||
7 | SOLE DISPOSITIVE POWER | ||||
0 | |||||
8 | SHARED DISPOSITIVE POWER | ||||
1,100,000 | |||||
9 | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON | ||||
1,100,000 | |||||
10 | CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) | ||||
☐ | |||||
11 | PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) | ||||
13.8% | |||||
12 | TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) | ||||
IN, HC | |||||
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Page 4 of 10 – SEC Filing
SCHEDULE 13G | ||
CUSIP No. 860897107 | Page 4 of 10 Pages |
1 | NAMES OF REPORTING PERSONS | ||||
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) | |||||
LIGHT STREET MERCURY MASTER FUND, L.P. | |||||
2 | CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP | ||||
(a)☐ | |||||
(b)☐ | |||||
3 | SEC USE ONLY | ||||
4 | CITIZENSHIP OR PLACE OF ORGANIZATION | ||||
Cayman Islands | |||||
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH | 5 | SOLE VOTING POWER | |||
0 | |||||
6 | SHARED VOTING POWER | ||||
864,490 | |||||
7 | SOLE DISPOSITIVE POWER | ||||
0 | |||||
8 | SHARED DISPOSITIVE POWER | ||||
864,490 | |||||
9 | AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON | ||||
864,490 | |||||
10 | CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) | ||||
☐ | |||||
11 | PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) | ||||
10.8% | |||||
12 | TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) | ||||
OO, PN | |||||
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Page 5 of 10 – SEC Filing
SCHEDULE 13G | ||
CUSIP No. 860897107 | Page 5 of 10 Pages |
Item 1(a). | Name of Issuer: |
Item 1(b). | Address of Issuer’s Principal Executive Offices: |
Item 2(a). | Name of Person Filing |
i) | Light Street Capital Management, LLC (“LSCM”); |
ii) | Glen Thomas Kacher (“Mr. Kacher”); and |
iii) | Light Street Mercury Master Fund, L.P. (“Mercury”). |
Item 2(b). | Address of Principal Business Office or, if None, Residence: |
Item 2(c). | Citizenship: |
i) | LSCM is a limited liability company incorporated in Delaware; |
ii) | Mr. Kacher is a citizen of the United States of America; and |
iii) | Mercury is an exempted limited partnership in the Cayman Islands. |
Item 2(d). | Title of Class of Securities: |
Item 2(e). | CUSIP Number: |
Item 3. | If This Statement is Filed Pursuant to §§240.13d-1(b) or 240.13d-2(b) or (c), Check Whether the Person Filing is a: |
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Page 6 of 10 – SEC Filing
SCHEDULE 13G | ||
CUSIP No. 860897107 | Page 6 of 10 Pages |
Item 4. | Ownership: |
Item 4(a) | Amount Beneficially Owned: |
Item 4(b) | Percent of Class: |
Item 4(c) | Number of Shares as to which such person has: |
LSCM and Mr. Kachen: | |
(i) Sole power to vote or direct the vote: | 0 |
(ii) Shared power to vote or direct the vote: | 1,100,000 |
(iii) Sole power to dispose or direct the disposition of: | 0 |
(iv) Shared power to dispose or direct the disposition of: | 1,100,000 |
Mercury: | |
(i) Sole power to vote or direct the vote: | 0 |
(ii) Shared power to vote or direct the vote: | 864,490 |
(iii) Sole power to dispose or direct the disposition of: | 0 |
(iv) Shared power to dispose or direct the disposition of: | 864,490 |
Item 5. | Ownership of Five Percent or Less of a Class: |
Item 6. | Ownership of More than Five Percent on Behalf of Another Person: |
Item 7. | Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company or Control Person: |
Item 8. | Identification and Classification of Members of the Group: |
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Page 7 of 10 – SEC Filing
SCHEDULE 13G | ||
CUSIP No. 860897107 | Page 7 of 10 Pages |
Item 9. | Notice of Dissolution of Group: |
Item 10. | Certification: |
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Page 8 of 10 – SEC Filing
SCHEDULE 13G | ||
CUSIP No. 860897107 | Page 8 of 10 Pages |
Light Street Capital Management, LLC | |||
By: | /s/ Theo J. Robins | ||
Theo J. Robins | |||
Chief Compliance Officer | |||
Glen Thomas Kacher | |||
By: | /s/ Glen Thomas Kacher |
Light Street Mercury Master Fund, L.P | |||
By: | /s/ Theo J. Robins | ||
Theo J. Robins | |||
Chief Compliance Officer | |||
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Page 9 of 10 – SEC Filing
SCHEDULE 13G | ||
CUSIP No. 860897107 | Page 9 of 10 Pages |
Ex. | Page No. |
A | Joint Filing Agreement | 10 |
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Page 10 of 10 – SEC Filing
SCHEDULE 13G | ||
CUSIP No. 860897107 | Page 10 of 10 Pages |
Light Street Capital Management, LLC | |||
By: | /s/ Theo J. Robins | ||
Theo J. Robins | |||
Chief Compliance Officer | |||
Glen Thomas Kacher | |||
By: | /s/ Glen Thomas Kacher |
Light Street Mercury Master Fund, L.P | |||
By: | /s/ Theo J. Robins | ||
Theo J. Robins | |||
Chief Compliance Officer | |||
November 27, 2017