Schedule 13G/A

-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, N1bMZKLg/x83OM4Wj12BdQj9U5cYSAPjKjEWIII0oLkiyvZYukoa8IoEyrBp4W9H AvZUqtVn/enDDFbpMZlLag== 0001193125-09-030532.txt : 20090217 0001193125-09-030532.hdr.sgml : 20090216 20090217105314 ACCESSION NUMBER: 0001193125-09-030532 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20090217 DATE AS OF CHANGE: 20090217 GROUP MEMBERS: PETERSON HOLDINGS, INC. GROUP MEMBERS: PETERSON PARTNERS, LTD SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: SRI SURGICAL EXPRESS INC CENTRAL INDEX KEY: 0001014041 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PERSONAL SERVICES [7200] IRS NUMBER: 593252632 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-50575 FILM NUMBER: 09608316 BUSINESS ADDRESS: STREET 1: 12425 RACETRACK ROAD CITY: TAMPA STATE: FL ZIP: 33626 BUSINESS PHONE: 8138919550 MAIL ADDRESS: STREET 1: 12425 RACETRACK ROAD CITY: TAMPA STATE: FL ZIP: 33626 FORMER COMPANY: FORMER CONFORMED NAME: STERILE RECOVERIES INC DATE OF NAME CHANGE: 19960511 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: PETERSON WAYNE R CENTRAL INDEX KEY: 0001250095 FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: C/O SRI SURGICAL EXPRESS INC STREET 2: 1245 RACETRACK ROAD CITY: TAMPA STATE: FL ZIP: 33626 BUSINESS PHONE: 7277941414 MAIL ADDRESS: STREET 1: 2779 CAMDEN ROAD CITY: CLEARWATER STATE: FL ZIP: 33759 SC 13G/A 1 dsc13ga.htm SCHEDULE 13G/A Schedule 13G/A

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

SCHEDULE 13G

(Amendment No. 5)

UNDER THE SECURITIES EXCHANGE ACT OF 1934

SRI/Surgical Express, Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

78464W104

(CUSIP Number)

December 31, 2008

(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)


CUSIP NO. 78464W104		Page 2 of 7


1		NAME OF REPORTING PERSON Wayne R. Peterson
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 62,108
		6 SHARED VOTING POWER 650,323
		7 SOLE DISPOSITIVE POWER 62,108
		8 SHARED DISPOSITIVE POWER 650,323


9		AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 712,431
10		CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
11		PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 11.0%
12		TYPE OF REPORTING PERSON IN


CUSIP NO. 78464W104		Page 3 of 7


1		NAME OF REPORTING PERSON Peterson Partners, Ltd.
2		CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) ¨ (b) ¨
3		SEC USE ONLY
4		CITIZENSHIP OR PLACE OF ORGANIZATION Colorado


NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH		5 SOLE VOTING POWER 0
		6 SHARED VOTING POWER 576,670
		7 SOLE DISPOSITIVE POWER 0
		8 SHARED DISPOSITIVE POWER 576,670


9		AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 576,670
10		CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
11		PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 8.9%
12		TYPE OF REPORTING PERSON PN


CUSIP NO. 78464W104		Page 4 of 7


1		NAME OF REPORTING PERSON Peterson Holdings, Inc.
2		CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) ¨ (b) ¨
3		SEC USE ONLY
4		CITIZENSHIP OR PLACE OF ORGANIZATION Colorado


NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH		5 SOLE VOTING POWER 0
		6 SHARED VOTING POWER 576,670
		7 SOLE DISPOSITIVE POWER 0
		8 SHARED DISPOSITIVE POWER 576,670


9		AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 576,670
10		CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
11		PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 8.9%
12		TYPE OF REPORTING PERSON CO


		Page 5 of 7

Item 1.

(a)

Name of Issuer:

SRI/Surgical Express, Inc.

Item 1.

(b)

Address of Issuer’s Principal Executive Offices:

12425 Race Track Road

Tampa, Florida 33626

Item 2.

(a)

Name of Person Filing:

(1) Wayne R. Peterson

(2) Peterson Partners, Ltd.

(3) Peterson Holdings, Inc.

Item 2.

(b)

Address of Principal Business Office or if None, Residence:

(1) 2779 Camden Road

Clearwater, Florida 33759

(2) 2779 Camden Road

Clearwater, Florida 33759

(3) 2779 Camden Road

Clearwater, Florida 33759

Item 2.

(c)

Citizenship:

(1) United States of America

(2) Colorado

(3) Colorado

Item 2.

(d)

Title of Class of Securities:

Common Stock

Item 2.

(e)

Cusip Number:

78464W104

Item 3.

Statements filed pursuant to Rule 13d-1(b), or 13d-2(b) or (c):

Not applicable.


		Page 6 of 7


Item 4.	Ownership

	(a)	Amount Beneficially Owned:

		(1) 712,431* (2) 576,670 (3) 576,670

* This amount includes (1) 42,608 shares of Common Stock owned by the Wayne R. Peterson Grantor Retained Annuity Trust, of which Wayne R. Peterson is trustee, (2) 42,609 shares of Common Stock owned by the Theresa A. Peterson Grantor Retained Annuity Trust, of which Theresa A. Peterson, Mr. Peterson’s wife, is trustee, (3) 31,044 shares of Common Stock owned by Mr. and Mrs. Peterson as tenants by the entireties, and (4) 576,670 shares of Common Stock owned by Peterson Partners, Ltd., a Colorado limited partnership, of which Peterson Holdings, Inc., a Colorado corporation, is the general partner. Mr. Peterson is the President of Peterson Holdings, Inc. and Mr. and Mrs. Peterson jointly own all of the issued and outstanding voting stock of Peterson Holdings, Inc. This amount also includes 19,500 shares of Common Stock issuable on exercise of stock options held by Mr. Peterson that are currently exercisable.

	(b)	Percent of Class:

		(1) 11.0% (2) 8.9% (3) 8.9%

	(c)	Number of shares as to which such person has:

		(1):

		(i)	sole power to vote or to direct the vote:

			62,108

		(ii)	shared power to vote or to direct the vote:

			650,323

		(iii)	sole power to dispose or to direct the disposition of:

			62,108

		(iv)	shared power to dispose or to direct the disposition of:

			650,323

		(2):

		(i)	sole power to vote or to direct the vote:

			0

		(ii)	shared power to vote or to direct the vote:

			576,670

		(iii)	sole power to dispose or to direct the disposition of:

			0

		(iv)	shared power to dispose or to direct the disposition of:

			576,670

		(3):

		(i)	sole power to vote or to direct the vote:

			0

		(ii)	shared power to vote or to direct the vote:

			576,670

		(iii)	sole power to dispose or to direct the disposition of:

			0

		(iv)	shared power to dispose or to direct the disposition of:

			576,670

Item 5.	Ownership of Five Percent or Less of a Class:

	Not applicable.

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

	Theresa A. Peterson, Wayne R. Peterson’s wife, has the power to direct the receipt of dividends from, or the proceeds from the sale of, (1) 42,609 shares of Common Stock owned by the Theresa A. Peterson Grantor Retained Annuity Trust, of which Mrs. Peterson is trustee, (2) 31,044 shares of Common Stock owned by Mr. and Mrs. Peterson as tenants by the entireties, which power is shared with Mr. Peterson, and (3) 576,670 shares of Common Stock owned by Peterson Partners, Ltd., which power is shared with Mr. Peterson.

Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company:

	Not applicable.

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

	Not applicable.

Item 9.	Notice of Dissolution of Group:

	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 such securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect.


		Page 7 of 7

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.

Dated: February 13, 2009


/s/ Wayne R. Peterson	PETERSON PARTNERS, LTD.
WAYNE R. PETERSON

	By:	Peterson Holdings, Inc., its general partner

	By:	/s/ Wayne R. Peterson
		Wayne R. Peterson, President


PETERSON HOLDINGS, INC.

By:		/s/ Wayne R. Peterson
		Wayne R. Peterson, President

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