-----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, IYNoAEOwTqiTh3nkdhE3WHqvFItB0Itof374TTSmfkkcf1KFWe0cDjjAjEqTO9Tp U/rmfR3JEfswQZiFb1WOaQ== 0001193125-04-023000.txt : 20040213 0001193125-04-023000.hdr.sgml : 20040213 20040213151035 ACCESSION NUMBER: 0001193125-04-023000 CONFORMED SUBMISSION TYPE: SC 13G PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20040213 GROUP MEMBERS: BLUE RIDGE OFFSHORE MASTER LIMITED PARTNERSHIP GROUP MEMBERS: BLUE RIDGE PRIVATE EQUITY FUND, LLC GROUP MEMBERS: JAG HOLDINGS, LLC GROUP MEMBERS: JAG OFFSHORE HOLDINGS, LLC GROUP MEMBERS: JOHN A. GRIFFIN SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: NETGEAR INC CENTRAL INDEX KEY: 0001122904 STANDARD INDUSTRIAL CLASSIFICATION: TELEPHONE & TELEGRAPH APPARATUS [3661] IRS NUMBER: 770419172 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G SEC ACT: 1934 Act SEC FILE NUMBER: 005-79527 FILM NUMBER: 04598221 BUSINESS ADDRESS: STREET 1: 4401 GREAT AMERICAN PARKWAY CITY: SANTA CLARA STATE: CA ZIP: 95052 BUSINESS PHONE: 4084955316 MAIL ADDRESS: STREET 1: 4401 GREAT AMERICAN PARKWAY CITY: SANTA CLARA STATE: CA ZIP: 95052 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: BLUE RIDGE LIMITED PARTNERSHIP CENTRAL INDEX KEY: 0001019207 FILING VALUES: FORM TYPE: SC 13G BUSINESS ADDRESS: STREET 1: C/O BLUE RIDGE CAPITAL STREET 2: 660 MADISON AVE 20TH FL CITY: NEW YORK STATE: NY ZIP: 10021 BUSINESS PHONE: 2124466200 MAIL ADDRESS: STREET 1: C/O BLUE RIDGE CAPITAL STREET 2: 660 MADISON AVE 20TH FL CITY: NEW YORK STATE: NY ZIP: 10021 SC 13G 1 dsc13g.htm SCHEDULE 13G Schedule 13G

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

 

SCHEDULE 13G

 

Under the Securities Exchange Act of 1934

 

(Amendment No.                      )1

 

 

NETGEAR, Inc.


(Name of Issuer)

 

 

Common Stock, par value $0.001 per share


(Title of Class of Securities)

 

 

64111Q104


                                (CUSIP Number)                                

 

 

July 30, 2003


(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)

 

¨ Rule 13d-1(c)

 

x Rule 13d-1(d)


 

1 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).

 

Page 1 of 15


CUSIP No.            64111Q104   13G    

 


  1.  

NAMES OF REPORTING PERSONS

I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)

 

Blue Ridge Limited Partnership

   

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ¨

(b)  x

   

  3.  

SEC USE ONLY

 

   

  4.  

CITIZENSHIP OR PLACE OF ORGANIZATION

 

New York

   

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

 

  5.    SOLE VOTING POWER

 

        0


  6.    SHARED VOTING POWER

 

        1,951,336


  7.    SOLE DISPOSITIVE POWER

 

        0


  8.    SHARED DISPOSITIVE POWER

 

        1,951,336


  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

1,951,336

   

10.   CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAINSHARES                    x    

11.  

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

 

6.8%

   

12.  

TYPE OF REPORTING PERSON

 

PN

   

 

*SEE INSTRUCTIONS BEFORE FILLING OUT!

 

 

 

 

Page 2 of 15


 

CUSIP No.            64111Q104   13G    

 


  1.  

NAMES OF REPORTING PERSONS

I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)

 

Blue Ridge Offshore Master Limited Partnership

   

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ¨

(b)  x

   

  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

 

        527,300


  7.    SOLE DISPOSITIVE POWER

 

        0


  8.    SHARED DISPOSITIVE POWER

 

        527,300


  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

527,300

   

10.   CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES                     x    

11.  

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

 

1.8%

   

12.  

TYPE OF REPORTING PERSON

 

PN

   

 

 

Page 3 of 15


CUSIP No.            64111Q104   13G    

 


  1.  

NAMES OF REPORTING PERSONS

I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)

 

Blue Ridge Private Equity Fund, LLC

   

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ¨

(b)  x

   

  3.  

SEC USE ONLY

 

   

  4.  

CITIZENSHIP OR PLACE OF ORGANIZATION

 

New York

   

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

 

  5.    SOLE VOTING POWER

 

        0


  6.    SHARED VOTING POWER

 

        61,340


  7.    SOLE DISPOSITIVE POWER

 

        0


  8.    SHARED DISPOSITIVE POWER

 

        61,340


  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

61,340

   

10.   CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES                     x    

11.  

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

 

0.2%

   

12.  

TYPE OF REPORTING PERSON

 

00

   

 

*SEE INSTRUCTIONS BEFORE FILLING OUT!

 

 

 

 

Page 4 of 15


CUSIP No.            64111Q104   13G    

 


  1.  

NAMES OF REPORTING PERSONS

I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)

 

JAG Holdings, LLC

   

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ¨

(b)  x

   

  3.  

SEC USE ONLY

 

   

  4.  

CITIZENSHIP OR PLACE OF ORGANIZATION

 

New York

   

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

 

  5.    SOLE VOTING POWER

 

        0


  6.    SHARED VOTING POWER

 

        2,012,676


  7.    SOLE DISPOSITIVE POWER

 

        0


  8.    SHARED DISPOSITIVE POWER

 

        2,012,676


  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

2,012,676

   

10.   CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES                     x    

11.  

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

 

7.1%

   

12.  

TYPE OF REPORTING PERSON

 

00

   

 

*SEE INSTRUCTIONS BEFORE FILLING OUT!

 

 

Page 5 of 15


CUSIP No.            64111Q104   13G    

 


  1.  

NAMES OF REPORTING PERSONS

I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)

 

JAG Offshore Holdings, LLC

   

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ¨

(b)  x

   

  3.  

SEC USE ONLY

 

   

  4.  

CITIZENSHIP OR PLACE OF ORGANIZATION

 

New York

   

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

 

  5.    SOLE VOTING POWER

 

        0


  6.    SHARED VOTING POWER

 

        527,300


  7.    SOLE DISPOSITIVE POWER

 

        0


  8.    SHARED DISPOSITIVE POWER

 

        527,300


  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

527,300

   

10.   CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES                     x    

11.  

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

 

1.8%

   

12.  

TYPE OF REPORTING PERSON

 

00

   

 

*SEE INSTRUCTIONS BEFORE FILLING OUT!

 

 

 

Page 6 of 15


CUSIP No.            64111Q104   13G    

 


  1.  

NAMES OF REPORTING PERSONS

I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)

 

John A. Griffin

   

  2.  

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a)  ¨

(b)  x

   

  3.  

SEC USE ONLY

 

   

  4.  

CITIZENSHIP OR PLACE OF ORGANIZATION

 

United States

   

NUMBER OF

SHARES

BENEFICIALLY

OWNED BY

EACH

REPORTING

PERSON

WITH

 

  5.    SOLE VOTING POWER

 

        0


  6.    SHARED VOTING POWER

 

        2,539,976


  7.    SOLE DISPOSITIVE POWER

 

        0


  8.    SHARED DISPOSITIVE POWER

 

        2,539,976


  9.  

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

2,539,976

   

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

 

IN

   

 

*SEE INSTRUCTIONS BEFORE FILLING OUT!

 

 

 

Page 7 of 15


Item 1.

 

(a).

  

Name of Issuer

NETGEAR, Inc.

         

Item 1.

 

(b).

  

Address of Issuer’s Principal Executive Offices

4500 Great America Parkway

Santa Clara, California 95054

         

Item 2.

 

(a).

  

Name of Person Filing

         

This statement is filed by:

              
   

Blue Ridge Limited Partnership (“BRLP”) with respect to shares owned by it.

Blue Ridge Offshore Master Limited Partnership (“BROMLP”) with respect to shares owned by it.

Blue Ridge Private Equity Fund, LLC (“BRPEF”) with respect to shares owned by it.

JAG Holdings, LLC (“JAG”) with respect to shares owned by BRLP and BRPEF.

JAG Offshore Holdings, LLC (“JAG Offshore”) with respect to shares owned by BROMLP.

John A. Griffin (“Griffin”) with respect to shares owned by BRLP, BRPEF and BROMLP.

         
    The foregoing persons are hereinafter sometimes collectively, referred to as the “Reporting Persons”          

Item 2

 

(b).

   Address of Principal Business Office or, if none, Residence:          
    The address of the business office of each of the Reporting Persons is:          
        

660 Madison Avenue, 20th Floor

New York, NY 10021

         

Item 2

 

(c).

   Citizenship          
    BRLP is a limited partnership organized under the laws of the State of New York. BRPEF, JAG and JAG Offshore are limited liability companies organized under the laws of the State of New York. BROMLP is a limited partnership organized under the laws of the Cayman Islands. Griffin is a United States citizen.          

Item 2

 

(d).

   Title of Class Securities          
         Common Stock, par value $0.001 per share.          

 

Page 8 of 15


Item 2

  (e).    CUSIP Number          
         64111Q104          

Item 3.

  If this statement is filed pursuant to Rule 13d-1(b), or Rule 13d-2(b) or (c), check whether the person filing is a:     
    (a)    ¨    Broker or dealer registered under section 15 of the Exchange Act.
    (b)    ¨    Bank as defined in Section 3(a)(6) of the Exchange Act.
    (c)    ¨    Insurance Company as defined in Section 3(a)(19) of the Exchange Act.
    (d)    ¨    Investment company registered under Section 8 of the Investment Company Act.
    (e)    ¨    An investment adviser in accordance with Rule 13d-1(b)(1)(ii)(E);
    (f)    ¨    An employee benefit plan or endowment fund in accordance with Rule 13d-1(b)(1)(ii)(F);
    (g)    ¨    A parent holding company or control person in accordance with Rule 13d-1(b)(ii)(G);
    (h)    ¨    A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act;
    (i)    ¨   

A church plan that is excluded from the definition of an investment company under

Section 3(c)(14) of the Investment Company Act;

    (j)    ¨    Group, in accordance with Rule 13d-1(b)(1)(ii)(J).

Item 4.

   Ownership.          
           

        A.

   BRLP               
     (a)    Amount beneficially owned:     1,951,336          
     (b)    Percent of class:     6.8%          
     (c)    Number of shares as to which the person has:          
          (i)    Sole power to vote or to direct the vote:     0          
          (ii)    Shared power to vote :    1,951,336          
          (iii)    Sole power to dispose or to direct the disposition of:     0          
          (iv)    Shared power to dispose or to direct the disposition of:     1,951,336          

 

        B.

   BROMLP               
     (a)    Amount beneficially owned:     527,3000          
     (b)    Percent of class:     1.8%          
     (c)    Number of shares as to which the person has:          
          (i)    Sole power to vote or to direct the vote:     0          

 

Page 9 of 15


          (ii)    Shared power to vote :    527,300          
          (iii)    Sole power to dispose or to direct the disposition of:     0          
          (iv)    Shared power to dispose or to direct the disposition of:     527,300          

 

 

        C.

   BRPEF               
     (a)    Amount beneficially owned:     61,340          
     (b)    Percent of class:     0.2%          
     (c)    Number of shares as to which the person has:          
          (i)    Sole power to vote or to direct the vote:     0          
          (ii)    Shared power to vote :    61,340          
          (iii)    Sole power to dispose or to direct the disposition of:     0          
          (iv)    Shared power to dispose or to direct the disposition of:     61,340          

 

        D.

   JAG               
     (a)    Amount beneficially owned:     1,951,336          
     (b)    Percent of class:     6.8%          
     (c)    Number of shares as to which the person has:          
          (i)    Sole power to vote or to direct the vote:     0          
          (ii)    Shared power to vote :    1,951,336          
          (iii)    Sole power to dispose or to direct the disposition of:     0          
          (iv)    Shared power to dispose or to direct the disposition of:     1,951,336          

 

        E.

   JAG Offshore          
     (a)    Amount beneficially owned:     527,3000          
     (b)    Percent of class:     1.8%          
     (c)    Number of shares as to which the person has:          
          (i)    Sole power to vote or to direct the vote:     0          
          (ii)    Shared power to vote :    527,300          
          (iii)    Sole power to dispose or to direct the disposition of:     0          
          (iv)    Shared power to dispose or to direct the disposition of:     527,300          

 

        F.

   Griffin               
     (a)    Amount beneficially owned:     2,539,976          
     (b)    Percent of class:     8.9%          
     (c)    Number of shares as to which the person has:          
          (i)    Sole power to vote or to direct the vote:     0          
          (ii)    Shared power to vote :    2,539,976          
          (iii)    Sole power to dispose or to direct the disposition of:     0          
          (iv)    Shared power to dispose or to direct the disposition of:     2,539,976          

 

JAG is the general partner of BRLP. Griffin is the sole managing member of JAG. Griffin and JAG share investment and voting control over shares held by BRLP.

 

JAG is the sole managing member of BRPEF. Griffin is the sole managing member of JAG. Griffin and JAG share investment and voting control over shares held by BRPEF.

 

Page 10 of 15


JAG Offshore is the general partner of BROMLP. Griffin is the sole managing member of JAG Offshore. Griffin and JAG Offshore share investment and voting control over shares held by BROMLP.

 

Each of the Reporting Persons disclaims beneficial ownership of shares, except to the extent described in Item 2(a) above.

 

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.

 

  Not applicable

         

Item 7.

  

  Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by theParent 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

 

Not applicable

         

 

Page 11 of 15


SIGNATURE

 

After reasonable inquiry and to the best of their knowledge and belief, the undersigned certifies that the information set forth in this statement is true, complete and correct.

 

February 13, 2004

 

BLUE RIDGE LIMITED PARTNERSHIP
By:  

JAG Holdings LLC, as General Partner

By:  

/s/ John A.Griffin

   

Name:

 

John A. Griffin

Title:

 

Managing Member

BLUE RIDGE OFFSHORE MASTER LIMITED PARTNERSHIP

By:  

JAG Offshore Holdings LLC, as General Partner

By:  

/s/ John A. Griffin

   

Name:

 

John A. Griffin

Title:

 

Managing Member

BLUE RIDGE PRIVATE EQUITY FUND, LLC

By:  

JAG Holdings, LLC, as Managing Member

By:  

/s/ John A. Griffin

   

Name:

 

John A. Griffin

Title:

 

Managing Member

JAG HOLDINGS, LLC

By:  

/s/ John A. Griffin

   

Name:

 

John A. Griffin

Title:

 

Managing Member

 

Page 12 of 15


JAG OFFSHORE HOLDINGS, LLC
By:  

/s/ John A.Griffin

   

Name:

 

John A. Griffin

Title:

 

Managing Member

JOHN A. GRIFFIN
    /s/ John A. Griffin
   

 

Page 13 of 15


AGREEMENT RELATING TO JOINT FILING OF SCHEDULE 13G

 

The undersigned hereby agree that a single Schedule 13G (or any amendment thereto) relating to the Common Stock of NETGEAR, Inc. shall be filed on behalf of each of the undersigned and that this Agreement shall be filed as an Exhibit to such Schedule 13G.

 

This Agreement and the filing of the Schedule 13G shall not be construed to be an admission that any of the undersigned is a member of a “group” consisting of one or more of such persons pursuant to Section 13(g) of the Securities Exchange Act of 1934, as amended and the rules thereunder.

 

Dated: February 13, 2004

 

BLUE RIDGE LIMITED PARTNERSHIP
By:  

JAG Holdings LLC, as General Partner

By:  

/s/ John A.Griffin

   

Name:

 

John A. Griffin

Title:

 

Managing Member

BLUERIDGE OFFSHORE MASTER LIMITED PARTNERSHIP

By:  

JAG Offshore Holdings LLC, as General Partner

By:  

/s/ John A. Griffin

   

Name:

 

John A. Griffin

Title:

 

Managing Member

BLUE RIDGE PRIVATE EQUITY FUND, LLC

By:  

JAG Holdings, LLC, as Managing Member

By:  

/s/ John A. Griffin

   

Name:

 

John A. Griffin

Title:

 

Managing Member

 

Page 14 of 15


JAG HOLDINGS, LLC

By:  

/s/ John A. Griffin

   

Name:

 

John A. Griffin

Title:

 

Managing Member

JAG OFFSHORE HOLDINGS, LLC

By:  

/s/ John A. Griffin

   

Name:

 

John A. Griffin

Title:

 

Managing Member

JOHN A. GRIFFIN

   

/s/ John A. Griffin

   

 

Page 15 of 15

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