0000902664-05-000918.txt : 20120614 0000902664-05-000918.hdr.sgml : 20120614 20050412120924 ACCESSION NUMBER: 0000902664-05-000918 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20050412 DATE AS OF CHANGE: 20050412 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: ROTECH HEALTHCARE INC CENTRAL INDEX KEY: 0001175108 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-MISCELLANEOUS EQUIPMENT RENTAL & LEASING [7350] IRS NUMBER: 030408870 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-78993 FILM NUMBER: 05745591 BUSINESS ADDRESS: BUSINESS PHONE: 407-822-4600 MAIL ADDRESS: STREET 1: 2600 TECHNOLOGY DRIVE STREET 2: SUITE 300 CITY: ORLANDO STATE: FL ZIP: 32804 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: SIRIOS CAPITAL MANAGEMENT L P CENTRAL INDEX KEY: 0001104883 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: ONE INTERNATIONAL PLACE CITY: BOSTON STATE: MA ZIP: 02110-2649 BUSINESS PHONE: 617-598-5100 MAIL ADDRESS: STREET 1: ONE INTERNATIONAL PLACE CITY: BOSTON STATE: MA ZIP: 02110-2649 SC 13G/A 1 p05-0417rotech.txt ROTECH HEALTHCARE, INC. SECURITIES & EXCHANGE COMMISSION Washington, D.C. 20549 ---------------------- SCHEDULE 13G* (Rule 13d-102) (Amendment No. 1) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1(b), (c) AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO 13d-2(b) Rotech Healthcare Inc. (Name of Issuer) Class A Common Stock (Title of Class of Securities) 778669101 (CUSIP Number) December 31, 2004 (Date of event which requires filing of this statement) Check the appropriate box to designate the rule pursuant to which this Schedule 13G is filed: [ ] Rule 13d-1(b) [X] Rule 13d-1(c) [ ] Rule 13d-1(d) ---------------------- (Page 1 of 12 Pages) ---------------- *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 purposes 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). CUSIP No. 778669101 13G/A Page 2 of 12 Pages ------------------------------------------------------------------------------ (1) NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) Sirios Capital Partners, L.P. ------------------------------------------------------------------------------ (2) CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP ** (a) [X] (b) [ ] ------------------------------------------------------------------------------ (3) SEC USE ONLY ------------------------------------------------------------------------------ (4) CITIZENSHIP OR PLACE OF ORGANIZATION Delaware ------------------------------------------------------------------------------ NUMBER OF (5) SOLE VOTING POWER -0- SHARES --------------------------------------------------------------- BENEFICIALLY (6) SHARED VOTING POWER 91,181 OWNED BY --------------------------------------------------------------- EACH (7) SOLE DISPOSITIVE POWER -0- REPORTING --------------------------------------------------------------- PERSON WITH (8) SHARED DISPOSITIVE POWER 91,181 ------------------------------------------------------------------------------ (9) AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 91,181 ------------------------------------------------------------------------------ (10) CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES ** [ ] ------------------------------------------------------------------------------ (11) PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.4% ------------------------------------------------------------------------------ (12) TYPE OF REPORTING PERSON ** PN ** SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 778669101 13G/A Page 3 of 12 Pages ------------------------------------------------------------------------------ (1) NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) Sirios Capital Partners II, L.P. ------------------------------------------------------------------------------ (2) CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP ** (a) [X] (b) [ ] ------------------------------------------------------------------------------ (3) SEC USE ONLY ------------------------------------------------------------------------------ (4) CITIZENSHIP OR PLACE OF ORGANIZATION Delaware ------------------------------------------------------------------------------ NUMBER OF (5) SOLE VOTING POWER -0- SHARES --------------------------------------------------------------- BENEFICIALLY (6) SHARED VOTING POWER 486,814 OWNED BY --------------------------------------------------------------- EACH (7) SOLE DISPOSITIVE POWER -0- REPORTING --------------------------------------------------------------- PERSON WITH (8) SHARED DISPOSITIVE POWER 486,814 ------------------------------------------------------------------------------ (9) AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 486,814 ------------------------------------------------------------------------------ (10) CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES ** [ ] ------------------------------------------------------------------------------ (11) PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 1.9% ------------------------------------------------------------------------------ (12) TYPE OF REPORTING PERSON ** PN ** SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 778669101 13G/A Page 4 of 12 Pages ------------------------------------------------------------------------------ (1) NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) Sirios/QP Partners, L.P. ------------------------------------------------------------------------------ (2) CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP ** (a) [X] (b) [ ] ------------------------------------------------------------------------------ (3) SEC USE ONLY ------------------------------------------------------------------------------ (4) CITIZENSHIP OR PLACE OF ORGANIZATION Cayman Islands ------------------------------------------------------------------------------ NUMBER OF (5) SOLE VOTING POWER -0- SHARES --------------------------------------------------------------- BENEFICIALLY (6) SHARED VOTING POWER 661,220 OWNED BY --------------------------------------------------------------- EACH (7) SOLE DISPOSITIVE POWER -0- REPORTING --------------------------------------------------------------- PERSON WITH (8) SHARED DISPOSITIVE POWER 661,220 ------------------------------------------------------------------------------ (9) AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 661,220 ------------------------------------------------------------------------------ (10) CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES ** [ ] ------------------------------------------------------------------------------ (11) PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 2.6% ------------------------------------------------------------------------------ (12) TYPE OF REPORTING PERSON ** PN ------------------------------------------------------------------------------ ** SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 778669101 13G/A Page 5 of 12 Pages ------------------------------------------------------------------------------ (1) NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) Sirios Overseas Fund, Ltd. ------------------------------------------------------------------------------ (2) CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP ** (a) [X] (b) [ ] ------------------------------------------------------------------------------ (3) SEC USE ONLY ------------------------------------------------------------------------------ (4) CITIZENSHIP OR PLACE OF ORGANIZATION Cayman Islands ------------------------------------------------------------------------------ NUMBER OF (5) SOLE VOTING POWER -0- SHARES --------------------------------------------------------------- BENEFICIALLY (6) SHARED VOTING POWER 1,028,577 OWNED BY --------------------------------------------------------------- EACH (7) SOLE DISPOSITIVE POWER -0- REPORTING --------------------------------------------------------------- PERSON WITH (8) SHARED DISPOSITIVE POWER 1,028,577 ------------------------------------------------------------------------------ (9) AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,028,577 ------------------------------------------------------------------------------ (10) CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES ** [ ] ------------------------------------------------------------------------------ (11) PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 4.1% ------------------------------------------------------------------------------ (12) TYPE OF REPORTING PERSON ** OO ------------------------------------------------------------------------------ ** SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 778669101 13G/A Page 6 of 12 Pages ------------------------------------------------------------------------------ (1) NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) Sirios Overseas Fund II, Ltd. ------------------------------------------------------------------------------ (2) CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP ** (a) [X] (b) [ ] ------------------------------------------------------------------------------ (3) SEC USE ONLY ------------------------------------------------------------------------------ (4) CITIZENSHIP OR PLACE OF ORGANIZATION Cayman Islands ------------------------------------------------------------------------------ NUMBER OF (5) SOLE VOTING POWER -0- SHARES --------------------------------------------------------------- BENEFICIALLY (6) SHARED VOTING POWER 105,808 OWNED BY --------------------------------------------------------------- EACH (7) SOLE DISPOSITIVE POWER -0- REPORTING --------------------------------------------------------------- PERSON WITH (8) SHARED DISPOSITIVE POWER 105,808 ------------------------------------------------------------------------------ (9) AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 105,808 ------------------------------------------------------------------------------ (10) CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES ** [ ] ------------------------------------------------------------------------------ (11) PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.4% ------------------------------------------------------------------------------ (12) TYPE OF REPORTING PERSON ** OO ------------------------------------------------------------------------------ ** SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 778669101 13G/A Page 7 of 12 Pages ------------------------------------------------------------------------------ (1) NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) Sirios Capital Management, L.P. ------------------------------------------------------------------------------ (2) CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP ** (a) [X] (b) [ ] ------------------------------------------------------------------------------ (3) SEC USE ONLY ------------------------------------------------------------------------------ (4) CITIZENSHIP OR PLACE OF ORGANIZATION Delaware ------------------------------------------------------------------------------ NUMBER OF (5) SOLE VOTING POWER -0- SHARES --------------------------------------------------------------- BENEFICIALLY (6) SHARED VOTING POWER 2,373,600 OWNED BY --------------------------------------------------------------- EACH (7) SOLE DISPOSITIVE POWER -0- REPORTING --------------------------------------------------------------- PERSON WITH (8) SHARED DISPOSITIVE POWER 2,373,600 ------------------------------------------------------------------------------ (9) AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,373,600 ------------------------------------------------------------------------------ (10) CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES ** [ ] ------------------------------------------------------------------------------ (11) PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 9.4% ------------------------------------------------------------------------------ (12) TYPE OF REPORTING PERSON ** PN ------------------------------------------------------------------------------ ** SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 778669101 13G/A Page 8 of 12 Pages ------------------------------------------------------------------------------ (1) NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) Sirios Associates, L.L.C. ------------------------------------------------------------------------------ (2) CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP ** (a) [X] (b) [ ] ------------------------------------------------------------------------------ (3) SEC USE ONLY ------------------------------------------------------------------------------ (4) CITIZENSHIP OR PLACE OF ORGANIZATION Delaware ------------------------------------------------------------------------------ NUMBER OF (5) SOLE VOTING POWER -0- SHARES --------------------------------------------------------------- BENEFICIALLY (6) SHARED VOTING POWER 2,373,600 OWNED BY --------------------------------------------------------------- EACH (7) SOLE DISPOSITIVE POWER -0- REPORTING --------------------------------------------------------------- PERSON WITH (8) SHARED DISPOSITIVE POWER 2,373,600 ------------------------------------------------------------------------------ (9) AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,373,600 ------------------------------------------------------------------------------ (10) CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES ** [ ] ------------------------------------------------------------------------------ (11) PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 9.4% ------------------------------------------------------------------------------ (12) TYPE OF REPORTING PERSON ** OO ------------------------------------------------------------------------------ ** SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 778669101 13G/A Page 9 of 12 Pages ------------------------------------------------------------------------------ (1) NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) John F. Brennan, Jr. ------------------------------------------------------------------------------ (2) CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP ** (a) [X] (b) [ ] ------------------------------------------------------------------------------ (3) SEC USE ONLY ------------------------------------------------------------------------------ (4) CITIZENSHIP OR PLACE OF ORGANIZATION United States ------------------------------------------------------------------------------ NUMBER OF (5) SOLE VOTING POWER -0- SHARES --------------------------------------------------------------- BENEFICIALLY (6) SHARED VOTING POWER 2,373,600 OWNED BY --------------------------------------------------------------- EACH (7) SOLE DISPOSITIVE POWER -0- REPORTING --------------------------------------------------------------- PERSON WITH (8) SHARED DISPOSITIVE POWER 2,373,600 ------------------------------------------------------------------------------ (9) AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,373,600 ------------------------------------------------------------------------------ (10) CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES ** [ ] ------------------------------------------------------------------------------ (11) PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 9.4% ------------------------------------------------------------------------------ (12) TYPE OF REPORTING PERSON ** IN ------------------------------------------------------------------------------ ** SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 778669101 13G/A Page 10 of 12 Pages Item 4. Ownership. A. Sirios Capital Partners, L.P. (a) Amount beneficially owned: 91,181 (b) Percent of class: 0.4%. The percentages used herein and in the rest of Item 4 are calculated based upon the 25,218,120 shares of Common Stock issued and outstanding as of November 12, 2004 as reflected in the Company's form 10-Q for the period ending September 30, 2004. (c)(i) Sole power to vote or direct the vote: -0- (ii) Shared power to vote or direct the vote: 91,181 (iii) Sole power to dispose or direct the disposition: -0- (iv) Shared power to dispose or direct the disposition: 91,181 B. Sirios Capital Partners II, L.P. (a) Amount beneficially owned: 486,814 (b) Percent of class: 1.9% (c)(i) Sole power to vote or direct the vote: -0- (ii) Shared power to vote or direct the vote: 486,814 (iii) Sole power to dispose or direct the disposition: -0- (iv) Shared power to dispose or direct the disposition: 486,814 C. Sirios/QP Partners, L.P. (a) Amount beneficially owned: 661,220 (b) Percent of class: 2.6% (c)(i) Sole power to vote or direct the vote: -0- (ii) Shared power to vote or direct the vote: 661,220 (iii) Sole power to dispose or direct the disposition: -0- (iv) Shared power to dispose or direct the disposition: 661,220 D. Sirios Overseas Fund, Ltd. (a) Amount beneficially owned: 1,028,577 (b) Percent of class: 4.1% (c)(i) Sole power to vote or direct the vote: -0- (ii) Shared power to vote or direct the vote: 1,028,577 (iii) Sole power to dispose or direct the disposition: -0- (iv) Shared power to dispose or direct the disposition: 1,028,577 CUSIP No. 778669101 13G/A Page 11 of 12 Pages E. Sirios Overseas Fund II, Ltd. (a) Amount beneficially owned: 105,808 (b) Percent of class: 0.4% (c)(i) Sole power to vote or direct the vote: -0- (ii) Shared power to vote or direct the vote: 105,808 (iii) Sole power to dispose or direct the disposition: -0- (iv) Shared power to dispose or direct the disposition: 105,808 F. Sirios Capital Management, L.P. (a) Amount beneficially owned: 2,373,600 (b) Percent of class: 9.4% (c)(i) Sole power to vote or direct the vote: -0- (ii) Shared power to vote or direct the vote: 2,373,600 (iii) Sole power to dispose or direct the disposition: -0- (iv) Shared power to dispose or direct the disposition: 2,373,600 G. Sirios Associates, L.L.C. (a) Amount beneficially owned: 2,373,600 (b) Percent of class: 9.4% (c)(i) Sole power to vote or direct the vote: -0- (ii) Shared power to vote or direct the vote: 2,373,600 (iii) Sole power to dispose or direct the disposition: -0- (iv) Shared power to dispose or direct the disposition: 2,373,600 H. John F. Brennan, Jr. (a) Amount beneficially owned: 2,373,600 (b) Percent of class: 9.4% (c)(i) Sole power to vote or direct the vote: -0- (ii) Shared power to vote or direct the vote: 2,373,600 (iii) Sole power to dispose or direct the disposition: -0- (iv) Shared power to dispose or direct the disposition: 2,373,600 CUSIP No. 778669101 13G/A Page 12 of 12 Pages SIGNATURES After reasonable inquiry and to the best of our knowledge and belief, the undersigned certify that the information set forth in this statement is true, complete and correct. DATED: April 12, 2005 /s/ JOHN F. BRENNAN, JR. -------------------------------------------- John F. Brennan, Jr., individually, and as sole managing member of Sirios Associates, L.L.C., the general partner of Sirios Capital Management, L.P., the investment manager of Sirios Capital Partners, L.P., Sirios Capital Partners II, L.P., Sirios/QP Partners, L.P., Sirios Overseas Fund, Ltd. and Sirios Overseas Fund II, Ltd.