UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C.  20549
 

 
SCHEDULE 13G
 
Under the Securities Exchange Act of 1934
(Amendment No. )*
 
STITCH FIX, INC.
 (Name of Issuer)
 
Class A Common Stock, par value $0.00002 per share
 (Title of Class of Securities)
 
860897107
 (CUSIP Number)
 
November 21, 2017
 (Date of Event which Requires Filing of this Statement)
 
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
 
[   ]            Rule 13d-1(b)
 
[ X ]            Rule 13d-1(c)
 
[   ]            Rule 13d-1(d)
 
* The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.
 
The information required in the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).
 

Continued on following pages
Page 1 of 10 Pages
Exhibit Index: Page 9

 
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
 
 
 
 


 
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
 
 
 
 



 
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
 
 
 
 


 
SCHEDULE 13G
 
 
 
 
CUSIP No. 860897107
 
Page 5 of 10 Pages
 
Item 1(a).
Name of Issuer:
Stitch Fix, Inc. (the “Issuer”)
Item 1(b).
Address of Issuer’s Principal Executive Offices:
1 Montgomery Street, Suite 1500, San Francisco, California, 94104
Item 2(a).
Name of Person Filing

This Statement is filed on behalf of each of the following persons (collectively, the “Reporting Persons”)

i)
Light Street Capital Management, LLC (“LSCM”);
ii)
Glen Thomas Kacher (“Mr. Kacher”); and
iii)
Light Street Mercury Master Fund, L.P. (“Mercury”).

This Statement relates to Shares (as defined herein) held for the account of Mercury, and for the account of Light Street Halogen, L.P., a Delaware limited partnership (“Halogen”).  LSCM serves as investment adviser and general partner to each of Mercury and Halogen, and, in such capacity, exercises voting and investment power over the Shares held in the accounts for each of Mercury and Halogen.  Mr. Kacher is the president of LSCM.

Item 2(b).
Address of Principal Business Office or, if None, Residence:

The address of the principal business office of each of the Reporting Persons is 525 University Avenue, Suite 300, Palo Alto, CA 94301.

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:
 
Class A Common Stock, par value $0.00002 per share (“Shares”)
 
Item 2(e).
CUSIP Number:
860897107
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:

This Item 3 is not applicable.



 
 
SCHEDULE 13G
 
 
 
 
CUSIP No. 860897107
 
Page 6 of 10 Pages
 
Item 4.
Ownership:
Item 4(a)
Amount Beneficially Owned:

As of November 27, 2017, each of LSCM and Mr. Kacher may be deemed the beneficial owner of 1,100,000 Shares.  This amount consists of: (A) 235,510 Shares held for the account of Halogen and (B) 864,490 Shares held by Mercury.
 
Item 4(b)
Percent of Class:

As of November 27, 2017, each of LSCM and Mr. Kacher may be deemed the beneficial owner of approximately 13.8% of Shares outstanding and approximately 10.8% based on the shares held for the account Mercury.  (There were 8,000,000 Shares Outstanding as of November 17, 2017, as reported in the Issuer’s Rule 424(b)(4) Prospectus filed with the Securities and Exchange Commission on November 17, 2017.)

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:

This Item 5 is not applicable.

Item 6.
Ownership of More than Five Percent on Behalf of Another Person:

See disclosure in Items 2 and 4 hereof.

Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company or Control Person:

See disclosure in Item 2 hereof.

Item 8.
Identification and Classification of Members of the Group:

This Item 8 is not applicable.


 
SCHEDULE 13G
 
 
 
 
CUSIP No. 860897107
 
Page 7 of 10 Pages
 
Item 9.
Notice of Dissolution of Group:

This Item 9 is not applicable.

Item 10.
Certification:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §240.14a-11.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

 
SCHEDULE 13G
 
 
 
 
CUSIP No. 860897107
 
Page 8 of 10 Pages
 
SIGNATURE
 
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
 
 
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
 


 
SCHEDULE 13G
 
 
 
 
CUSIP No. 860897107
 
Page 9 of 10 Pages
 
EXHIBIT INDEX
 
Ex.
 
Page No.
 
A
Joint Filing Agreement
 10
 
 
 
 
 
 
 
 

 


 
SCHEDULE 13G
 
 
 
 
CUSIP No. 860897107
 
Page 10 of 10 Pages
 
EXHIBIT A

JOINT FILING AGREEMENT

The undersigned hereby agree that the statement on Schedule 13G with respect to the Class A Common Stock of Stitch Fix, Inc.  dated as of November 27, 2017 is, and any amendments thereto (including amendments on Schedule 13D) signed by each of the undersigned shall be, filed on behalf of each of us pursuant to and in accordance with the provisions of Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended.

 
 
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