# EDGAR Filing Document

**Accession Number:** 0002058786
**File Stem:** 0001140361-25-031075
**Filing Date:** 2025-8
**Character Count:** 9189
**Document Hash:** e73410256e241315fb10ab36e0e8f76a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001140361-25-031075.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0001140361-25-031075

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 20250814

**EFFECTIVENESS DATE**: 20250814

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Night Squared LP
- **CENTRAL INDEX KEY:** 0002058786

**ORGANIZATION NAME:**
- **EIN:** 993650738
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25597
- **FILM NUMBER:** 251215112

**BUSINESS ADDRESS:**
- **STREET 1:** 3 COLUMBUS CIRCLE
- **STREET 2:** SUITE 2100
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019
- **BUSINESS PHONE:** 917-451-0055

**MAIL ADDRESS:**
- **STREET 1:** 3 COLUMBUS CIRCLE
- **STREET 2:** SUITE 2100
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Night Squared LP<br>**Address:** 3 COLUMBUS CIRCLE<br>SUITE 2100<br>NEW YORK, NY 10019

**Form 13F File Number:** 028-25597

**CRD Number (if applicable):** 000333933

**SEC File Number (if applicable):** 801-131733

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Brian Rouzer<br>**Title:** CFO CCO<br>**Phone:** 917-451-0055

**Signature, Place, and Date of Signing:**

/s/ Brian Rouzer  New York, NY  08-14-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 1

**Form 13F Information Table Entry Total:** 54

**Form 13F Information Table Value Total:** $224395261

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

| No.   | Name                             | Form 13F File Number   |
|:---|:---|:---|
|  | Mirabella Financial Services LLP | 28-20053               |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 |  | 2967330 | 43180 | SH |  | DFND | 1 | 21504 | 21676 | 0 |
| BURLINGTON STORES INC | COM | 122017106 |  | 1070609 | 4602 | SH |  | DFND | 1 | 0 | 4602 | 0 |
| BWX TECHNOLOGIES INC | COM | 05605H100 |  | 4312580 | 29936 | SH |  | DFND | 1 | 13543 | 16393 | 0 |
| CROWN HLDGS INC | COM | 228368106 |  | 9964036 | 96757 | SH |  | DFND | 1 | 70113 | 26644 | 0 |
| CELSIUS HLDGS INC | COM NEW | 15118V207 |  | 3783615 | 81561 | SH |  | DFND | 1 | 46565 | 34996 | 0 |
| CORTEVA INC | COM | 22052L104 |  | 5054103 | 67813 | SH |  | DFND | 1 | 38950 | 28863 | 0 |
| DOORDASH INC | CL A | 25809K105 |  | 2807995 | 11391 | SH |  | DFND | 1 | 0 | 11391 | 0 |
| DOLLAR TREE INC | COM | 256746108 |  | 8743944 | 88287 | SH |  | DFND | 1 | 56747 | 31540 | 0 |
| ECOLAB INC | COM | 278865100 |  | 9584789 | 35573 | SH |  | DFND | 1 | 27596 | 7977 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 6191992 | 17345 | SH |  | DFND | 1 | 10803 | 6542 | 0 |
| COMFORT SYS USA INC | COM | 199908104 |  | 3001704 | 5598 | SH |  | DFND | 1 | 3538 | 2060 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 9293542 | 39907 | SH |  | DFND | 1 | 28313 | 11594 | 0 |
| HORMEL FOODS CORP | COM | 440452100 |  | 7146321 | 236242 | SH |  | DFND | 1 | 168231 | 68011 | 0 |
| COCA COLA CO | COM | 191216100 |  | 8255676 | 116688 | SH |  | DFND | 1 | 88000 | 28688 | 0 |
| LAS VEGAS SANDS CORP | COM | 517834107 |  | 5199576 | 119503 | SH |  | DFND | 1 | 80128 | 39375 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 5391747 | 7305 | SH |  | DFND | 1 | 0 | 7305 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 5550101 | 11158 | SH |  | DFND | 1 | 6514 | 4644 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 5647111 | 4217 | SH |  | DFND | 1 | 0 | 4217 | 0 |
| PINTEREST INC | CL A | 72352L106 |  | 4304383 | 120033 | SH |  | DFND | 1 | 60999 | 59034 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 5065217 | 27811 | SH |  | DFND | 1 | 11048 | 16763 | 0 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 |  | 6914757 | 22082 | SH |  | DFND | 1 | 18185 | 3897 | 0 |
| ROCKWELL AUTOMATION INC | COM | 773903109 |  | 4505886 | 13565 | SH |  | DFND | 1 | 7004 | 6561 | 0 |
| ROSS STORES INC | COM | 778296103 |  | 1037225 | 8130 | SH |  | DFND | 1 | 0 | 8130 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 2810766 | 3663 | SH |  | DFND | 1 | 0 | 3663 | 0 |
| TOAST INC | CL A | 888787108 |  | 8381174 | 189234 | SH |  | DFND | 1 | 165383 | 23851 | 0 |
| TEXAS ROADHOUSE INC | COM | 882681109 |  | 5883924 | 31396 | SH |  | DFND | 1 | 23295 | 8101 | 0 |
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 |  | 3619044 | 128700 | SH |  | SOLE |  | 128700 | 0 | 0 |
| BRINKER INTL INC | COM | 109641100 |  | 3591993 | 19919 | SH |  | SOLE |  | 19919 | 0 | 0 |
| HYATT HOTELS CORP | COM CL A | 448579102 |  | 1302655 | 9328 | SH |  | SOLE |  | 9328 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 1000886 | 8105 | SH |  | SOLE |  | 8105 | 0 | 0 |
| ULTA BEAUTY INC | COM | 90384S303 |  | 7344774 | 15700 | SH |  | DFND | 1 | 13455 | 2245 | 0 |
| WYNN RESORTS LTD | COM | 983134107 |  | 502821 | 5368 | SH |  | SOLE |  | 5368 | 0 | 0 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 3155123 | 11186 | SH |  | SOLE |  | 11186 | 0 | 0 |
| DUPONT DE NEMOURS INC | COM | 26614N102 |  | 2739759 | 39944 | SH |  | SOLE |  | 39944 | 0 | 0 |
| ISHARES TR | US HOME CONS ETF | 464288752 |  | 4037429 | 43334 | SH |  | SOLE |  | 43334 | 0 | 0 |
| NVENT ELECTRIC PLC | SHS | G6700G107 |  | 6480135 | 88466 | SH |  | DFND | 1 | 50546 | 37920 | 0 |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 |  | 3948174 | 83418 | SH |  | DFND | 1 | 41998 | 41420 | 0 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 6149385 | 67650 | SH |  | SOLE |  | 67650 | 0 | 0 |
| UTZ BRANDS INC | COM CL A | 918090101 |  | 2398393 | 191107 | SH |  | DFND | 1 | 113517 | 77590 | 0 |
| WOLVERINE WORLD WIDE INC | COM | 978097103 |  | 1951429 | 107933 | SH |  | SOLE |  | 107933 | 0 | 0 |
| ADOBE INC | COM | 00724F101 |  | 1377680 | 3561 | SH |  | SOLE |  | 3561 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 4524261 | 20622 | SH |  | DFND | 1 | 15778 | 4844 | 0 |
| GITLAB INC | CLASS A COM | 37637K108 |  | 797725 | 17684 | SH |  | SOLE |  | 17684 | 0 | 0 |
| KLAVIYO INC | COM SER A | 49845K101 |  | 4830114 | 143839 | SH |  | SOLE |  | 143839 | 0 | 0 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 2529994 | 968 | SH |  | SOLE |  | 968 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 5473839 | 25037 | SH |  | SOLE |  | 25037 | 0 | 0 |
| VEEVA SYS INC | CL A COM | 922475108 |  | 3484270 | 12099 | SH |  | SOLE |  | 12099 | 0 | 0 |
| BIRKENSTOCK HOLDING PLC | COM SHS | M2029K104 |  | 1020583 | 20752 | SH |  | DFND | 1 | 0 | 20752 | 0 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 1560128 | 27785 | SH |  | SOLE |  | 27785 | 0 | 0 |
| LIFE TIME GROUP HOLDINGS INC | COMMON STOCK | 53190C102 |  | 1555383 | 51282 | SH |  | SOLE |  | 51282 | 0 | 0 |
| TREX CO INC | COM | 89531P105 |  | 1211641 | 22281 | SH |  | SOLE |  | 22281 | 0 | 0 |
| KRAFT HEINZ CO | COM | 500754106 |  | 2010913 | 77882 | SH |  | SOLE |  | 77882 | 0 | 0 |
| MAPLEBEAR INC | COM | 565394103 |  | 1985719 | 43893 | SH |  | SOLE |  | 43893 | 0 | 0 |
| SENTINELONE INC | CL A | 81730H109 |  | 940908 | 51472 | SH |  | SOLE |  | 51472 | 0 | 0 |

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