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.