-----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, NAna2FH4pLESBNq3/5dG3pNuR69lsvagr2AVMAqAH61ETHzNIaQ46wSWhrwM5jJ1 fmLLuyFTmJEbvcqVzS0+yQ== 0000909518-05-000070.txt : 20050211 0000909518-05-000070.hdr.sgml : 20050211 20050211130745 ACCESSION NUMBER: 0000909518-05-000070 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20050211 DATE AS OF CHANGE: 20050211 GROUP MEMBERS: PUTNAM INVESTMENT HOLDINGS, LLC GROUP MEMBERS: PUTNAM INVESTMENTS EMPLOYEES' SECURITIES COMPANY II LLC GROUP MEMBERS: PUTNAM INVESTMENTS EMPLOYEES' SECURITIES I COMPANY LLC GROUP MEMBERS: PUTNAM INVESTMENTS, LLC GROUP MEMBERS: THL ADVISORS (ALTERNATIVE) V, L.P. GROUP MEMBERS: THOMAS H. LEE (ALTERNATIVE) CAYMAN FUND V, L.P. GROUP MEMBERS: THOMAS H. LEE (ALTERNATIVE) FUND V, L.P. GROUP MEMBERS: THOMAS H. LEE (ALTERNATIVE) PARALLEL FUND V, L.P. SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: AXIS CAPITAL HOLDINGS LTD CENTRAL INDEX KEY: 0001214816 STANDARD INDUSTRIAL CLASSIFICATION: FIRE, MARINE & CASUALTY INSURANCE [6331] IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-79165 FILM NUMBER: 05596724 BUSINESS ADDRESS: STREET 1: 106 PITTS BAY ROAD CITY: PEMBROKE STATE: D0 ZIP: 00000 BUSINESS PHONE: 4412962600 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: THOMAS H LEE ADVISORS ALTERNATIVE V LTD LDC CENTRAL INDEX KEY: 0001250487 IRS NUMBER: 000000000 FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: C/O THOMAS H. LEE PARTNERS, L.P. STREET 2: 100 FEDERAL STREET, 35TH FLOOR CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 6172271050 MAIL ADDRESS: STREET 1: C/O THOMAS H. LEE PARTNERS, L.P. STREET 2: 100 FEDERAL STREET, 35TH FLOOR CITY: BOSTON STATE: MA ZIP: 02110 SC 13G/A 1 jd2-10_13g4.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G (AMENDMENT NO. 1) UNDER THE SECURITIES EXCHANGE ACT OF 1934 AXIS CAPITAL HOLDINGS LIMITED ----------------------------- (Name of Issuer) COMMON STOCK ------------ (Title of Class of Securities) G0692 U 10 9 ------------ (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 is filed: [ ] Rule 13d-1(b) [ ] Rule 13d-1(c) [X] Rule 13d-1(d) *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). SEC 1745 (6-00)
----------------------------------------------------------- ---------------------------------------------------------- CUSIP NO. G0692 U 10 9 13G PAGE 2 OF 23 ----------------------------------------------------------- ---------------------------------------------------------- ------- ----------------------------------------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Thomas H. Lee Advisors (Alternative) V Limited, LDC ------- ----------------------------------------------------------------------------------------------------------------- 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 ------- ----------------------------------------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF -0- SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH ------ --------------------------------------------------------------------------------------- 6 SHARED VOTING POWER 11,545,291 ------ --------------------------------------------------------------------------------------- 7 SOLE DISPOSITIVE POWER -0- ------ --------------------------------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 11,545,291 -------------------------- ------ --------------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 11,545,291 ------- ----------------------------------------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* ------- ----------------------------------------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 7.5% ------- ----------------------------------------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* OO ------- ----------------------------------------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! 2 ----------------------------------------------------------- ---------------------------------------------------------- CUSIP NO. G0692 U 10 9 13G PAGE 3 OF 23 ----------------------------------------------------------- ---------------------------------------------------------- ------- ----------------------------------------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON THL Advisors (Alternative) V, L.P. ------- ----------------------------------------------------------------------------------------------------------------- 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 ------- ----------------------------------------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF -0- SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH ------ --------------------------------------------------------------------------------------- 6 SHARED VOTING POWER 11,545,291 ------ --------------------------------------------------------------------------------------- 7 SOLE DISPOSITIVE POWER -0- ------ --------------------------------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 11,545,291 -------------------------- ------ --------------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 11,545,291 ------- ----------------------------------------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* ------- ----------------------------------------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 7.5% ------- ----------------------------------------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* PN ------- ----------------------------------------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! 3 ----------------------------------------------------------- ---------------------------------------------------------- CUSIP NO. G0692 U 10 9 13G PAGE 4 OF 23 ----------------------------------------------------------- ---------------------------------------------------------- ------- ----------------------------------------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Thomas H. Lee (Alternative) Fund V, L.P. ------- ----------------------------------------------------------------------------------------------------------------- 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 ------- ----------------------------------------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF -0- SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH ------ --------------------------------------------------------------------------------------- 6 SHARED VOTING POWER 8,923,805 ------ --------------------------------------------------------------------------------------- 7 SOLE DISPOSITIVE POWER -0- ------ --------------------------------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 8,923,805 -------------------------- ------ --------------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 8,923,805 ------- ----------------------------------------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* ------- ----------------------------------------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 5.8% ------- ----------------------------------------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* PN ------- ----------------------------------------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! 4 ----------------------------------------------------------- ---------------------------------------------------------- CUSIP NO. G0692 U 10 9 13G PAGE 5 OF 23 ----------------------------------------------------------- ---------------------------------------------------------- ------- ----------------------------------------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Thomas H. Lee (Alternative) Parallel Fund V, L.P. ------- ----------------------------------------------------------------------------------------------------------------- 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 ------- ----------------------------------------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF -0- SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH ------ --------------------------------------------------------------------------------------- 6 SHARED VOTING POWER 2,315,368 ------ --------------------------------------------------------------------------------------- 7 SOLE DISPOSITIVE POWER -0- ------ --------------------------------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 2,315,368 -------------------------- ------ --------------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 2,315,368 ------- ----------------------------------------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* ------- ----------------------------------------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 1.5% ------- ----------------------------------------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* PN ------- ----------------------------------------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! 5 ----------------------------------------------------------- ---------------------------------------------------------- CUSIP NO. G0692 U 10 9 13G PAGE 6 OF 23 ----------------------------------------------------------- ---------------------------------------------------------- ------- ----------------------------------------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Thomas H. Lee (Alternative) Cayman Fund V, L.P. ------- ----------------------------------------------------------------------------------------------------------------- 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 ------- ----------------------------------------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF -0- SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH ------ --------------------------------------------------------------------------------------- 6 SHARED VOTING POWER 122,966 ------ --------------------------------------------------------------------------------------- 7 SOLE DISPOSITIVE POWER -0- ------ --------------------------------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 122,966 -------------------------- ------ --------------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 122,966 ------- ----------------------------------------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* ------- ----------------------------------------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 Less than 1.0% ------- ----------------------------------------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* PN ------- ----------------------------------------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! 6 ----------------------------------------------------------- ---------------------------------------------------------- CUSIP NO. G0692 U 10 9 13G PAGE 7 OF 23 ----------------------------------------------------------- ---------------------------------------------------------- ------- ----------------------------------------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Putnam Investments, 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 Delaware ------- ----------------------------------------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF -0- SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH ------ --------------------------------------------------------------------------------------- 6 SHARED VOTING POWER 183,152 ------ --------------------------------------------------------------------------------------- 7 SOLE DISPOSITIVE POWER -0- ------ --------------------------------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 183,152 -------------------------- ------ --------------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 183,152 ------- ----------------------------------------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* ------- ----------------------------------------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 Less than 1.0% ------- ----------------------------------------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* OO ------- ----------------------------------------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! 7 ----------------------------------------------------------- ---------------------------------------------------------- CUSIP NO. G0692 U 10 9 13G PAGE 8 OF 23 ----------------------------------------------------------- ---------------------------------------------------------- ------- ----------------------------------------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Putnam Investment 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 Delaware ------- ----------------------------------------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF -0- SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH ------ --------------------------------------------------------------------------------------- 6 SHARED VOTING POWER 183,152 ------ --------------------------------------------------------------------------------------- 7 SOLE DISPOSITIVE POWER -0- ------ --------------------------------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 183,152 -------------------------- ------ --------------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 183,152 ------- ----------------------------------------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* ------- ----------------------------------------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 Less than 1.0% ------- ----------------------------------------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* OO ------- ----------------------------------------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! 8 ----------------------------------------------------------- ---------------------------------------------------------- CUSIP NO. G0692 U 10 9 13G PAGE 9 OF 23 ----------------------------------------------------------- ---------------------------------------------------------- ------- ----------------------------------------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Putnam Investments Employees' Securities Company I 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 Delaware ------- ----------------------------------------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF -0- SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH ------ --------------------------------------------------------------------------------------- 6 SHARED VOTING POWER 59,928 ------ --------------------------------------------------------------------------------------- 7 SOLE DISPOSITIVE POWER -0- ------ --------------------------------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 59,928 -------------------------- ------ --------------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 59,928 ------- ----------------------------------------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* ------- ----------------------------------------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 Less than 1.0% ------- ----------------------------------------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* OO ------- ----------------------------------------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT! 9 ----------------------------------------------------------- ---------------------------------------------------------- CUSIP NO. G0692 U 10 9 13G PAGE 10 OF 23 ----------------------------------------------------------- ---------------------------------------------------------- ------- ----------------------------------------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Putnam Investments Employees' Securities Company II 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 Delaware ------- ----------------------------------------------------------------------------------------------------------------- 5 SOLE VOTING POWER NUMBER OF -0- SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH ------ --------------------------------------------------------------------------------------- 6 SHARED VOTING POWER 53,508 ------ --------------------------------------------------------------------------------------- 7 SOLE DISPOSITIVE POWER -0- ------ --------------------------------------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 53,508 -------------------------- ------ --------------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 53,508 ------- ----------------------------------------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* ------- ----------------------------------------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 Less than 1.0% ------- ----------------------------------------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* OO ------- ----------------------------------------------------------------------------------------------------------------- *SEE INSTRUCTIONS BEFORE FILLING OUT!
10 ITEM 1 (A). NAME OF ISSUER: Axis Capital Holdings Limited ITEM 1 (B). ADDRESS OF ISSUER'S PRINCIPAL EXECUTIVE OFFICES: 106 Pitts Bay Road, Hamilton, Pembroke HM08, Bermuda ITEM 2 (A). NAME OF PERSON FILING: Thomas H. Lee Advisors (Alternative) V Limited, LDC THL Advisors (Alternative) V, L.P. Thomas H. Lee (Alternative) Fund V, L.P. Thomas H. Lee (Alternative) Parallel Fund V, L.P. Thomas H. Lee (Alternative) Cayman Fund V, L.P. Putnam Investments, LLC Putnam Investment Holdings, LLC Putnam Investments Employees' Securities Company I LLC Putnam Investments Employees' Securities Company II LLC ITEM 2 (B). ADDRESS OF PRINCIPAL BUSINESS OFFICE OR, IF NONE, RESIDENCE: c/o Thomas H. Lee Partners, L.P. 100 Federal Street, 35th Floor Boston, MA 02110 ITEM 2 (C). CITIZENSHIP: Thomas H. Lee Advisors (Alternative) V Limited, LDC - Cayman Islands THL Advisors (Alternative) V, L.P. - Cayman Islands Thomas H. Lee (Alternative) Fund V, L.P. - Cayman Islands Thomas H. Lee (Alternative) Parallel Fund V, L.P. - Cayman Islands Thomas H. Lee (Alternative) Cayman Fund V, L.P. - Cayman Islands Putnam Investments, LLC - Delaware Putnam Investment Holdings, LLC - Delaware Putnam Investments Employees' Securities Company I LLC - Delaware Putnam Investments Employees' Securities Company II LLC - Delaware ITEM 2 (D). TITLE OF CLASS OF SECURITIES: Common Stock, $0.0125 par value per share ITEM 2 (E). CUSIP NUMBER: G0692 U 10 9 11 ITEM 3. IF THIS STATEMENT IS FILED PURSUANT TO RULE 13D-1(B), OR 13D-2(B) OR (C), CHECK WHETHER THE PERSON FILING IS A: - Not Applicable - (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)(1)(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) Amount Beneficially Owned: Putnam Investments Employees' Securities Company I LLC, a Delaware limited liability company ("Putnam I") is the record holder of 59,928 shares of the identified class of securities, Putnam Investments Employees' Securities Company II LLC, a Delaware limited liability company ("Putnam II") is the record holder of 53,508 shares of the identified class of securities. As the managing member of each of Putnam I and Putnam II, and the record holder of 69,716 shares of the identified class of securities, Putnam Investments Holdings, LLC, a Delaware limited liability company ("Holdings" and together with Putnam I and Putnam II, the "Putnam Entities") may be deemed to be the beneficial owner of 183,152 shares of the identified securities. As the managing member of Holdings, Putnam Investments, LLC, a Delaware limited liability company ("Putnam") may be deemed to be the beneficial owner of 183,152 shares of the identified securities. Holdings and Putnam disclaim beneficial ownership of such securities, except to the extent of their individual pecuniary interest therein. Thomas H. Lee (Alternative) Fund V, L.P., a Cayman Islands exempted limited partnership ("Alternative Fund") is the record holder of 8,923,805 shares of the identified class of securities, Thomas H. Lee (Alternative) Parallel Fund V, L.P., a Cayman Islands exempted limited partnership ("Parallel Fund") is the record holder of 2,315,368 shares of the identified class of securities and Thomas H. Lee (Alternative) Cayman Fund V, L.P., a Cayman Islands exempted limited partnership ("Cayman Fund" and together with Alternative Fund and Parallel Fund, the "Funds") is the record holder of 122,966 shares of the identified class of securities. 12 As the sole general partner of each of the Funds and pursuant to the terms of the Amended and Restated Limited Partnership Agreement of Alternative Fund, which requires the Putnam Entities to dispose of their shares of the identified class of securities pro rata with the Funds, THL Advisors (Alternative) V, L.P., a Cayman Islands exempted limited partnership ("Advisors") may be deemed to be the beneficial owner of 11,545,291 shares of the identified securities. As the sole general partner of Advisors, Thomas H. Lee Advisors (Alternative) V Limited, LDC, a Cayman Islands limited duration company ("LDC") may be deemed to be the beneficial owner of 11,545,291 shares of the identified securities. Advisors and LDC disclaim beneficial ownership of such securities, except to the extent of their individual pecuniary interest therein. The Issuer's Bye-Laws provide for an adjustment of voting power such that the voting power of all shares be adjusted to the extent necessary such that no Reporting Person's controlled shares constitute nine and one-half percent (9.5%) or more of the voting power of all shares of the Issuer. (b) Percent of Class: See Item 11 of each cover page. (c) Number of Shares as to which Such Person has: (i) Sole power to vote or to direct the vote: See Item 5 of each cover page (ii) Shared power to vote or to direct the vote: See Item 6 of each cover page (iii) Sole power to dispose or to direct the disposition of: See Item 7 of each cover page (iv) Shared power to dispose or to direct the disposition of: See Item 8 of each cover page ITEM 5. OWNERSHIP OF FIVE PERCENT OR LESS OF A CLASS If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following [ ]. ITEM 6. OWNERSHIP OF MORE THAN FIVE PERCENT ON BEHALF OF ANOTHER PERSON See Item 4(a) above. ITEM 7. IDENTIFICATION AND CLASSIFICATION OF THE SUBSIDIARY WHICH ACQUIRED THE SECURITY BEING REPORTED ON BY THE PARENT HOLDING COMPANY - Not Applicable - 13 ITEM 8. IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP Not Applicable. The reporting persons expressly disclaim membership in a "group" as used in Rule 13d-1(b)(1)(ii)(J). ITEM 9. NOTICE OF DISSOLUTION OF GROUP - Not Applicable - ITEM 10. CERTIFICATION Not Applicable. This statement on Schedule 13G is not filed pursuant to Rule 13d-1(b) or Rule 13d-1(c). 14 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 10, 2005. THOMAS H. LEE ADVISORS (ALTERNATIVE) V LIMITED, LDC By: /s/ Thomas H. Lee ------------------------------ Name: Thomas H. Lee Title: Member The original statement shall be signed by each person on whose behalf the statement is filed or his authorized representative. If the statement is signed on behalf of a person by his authorized representative other than an executive officer or general partner of the filing person, evidence of the representative's authority to sign on behalf of such person shall be filed with the statement, provided, however, that a power of attorney for this purpose which is already on file with the Commission may be incorporated by reference. The name and any title of each person who signs the statement shall be typed or printed beneath his signature. Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See ss.240.13d-7(b) for other parties for whom copies are to be sent. ATTENTION: INTENTIONAL MISSTATEMENTS OR OMISSIONS OF FACT CONSTITUTE FEDERAL CRIMINAL VIOLATIONS (SEE 18 U.S.C. 1001) 15 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 10, 2005. THL ADVISORS (ALTERNATIVE) V, L.P. By: Thomas H. Lee Advisors (Alternative) V Limited, LDC, its General Partner By: /s/ Thomas H. Lee ------------------------------- Name: Thomas H. Lee Title: Member The original statement shall be signed by each person on whose behalf the statement is filed or his authorized representative. If the statement is signed on behalf of a person by his authorized representative other than an executive officer or general partner of the filing person, evidence of the representative's authority to sign on behalf of such person shall be filed with the statement, provided, however, that a power of attorney for this purpose which is already on file with the Commission may be incorporated by reference. The name and any title of each person who signs the statement shall be typed or printed beneath his signature. Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See ss.240.13d-7(b) for other parties for whom copies are to be sent. ATTENTION: INTENTIONAL MISSTATEMENTS OR OMISSIONS OF FACT CONSTITUTE FEDERAL CRIMINAL VIOLATIONS (SEE 18 U.S.C. 1001) 16 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 10, 2005. THOMAS H. LEE (ALTERNATIVE) FUND V, L.P., By: THL Advisors (Alternative) V, L.P., its General Partner By: Thomas H. Lee Advisors (Alternative) V Limited, LDC, its General Partner By: /s/ Thomas H. Lee --------------------------------------- Name: Thomas H. Lee Title: Member The original statement shall be signed by each person on whose behalf the statement is filed or his authorized representative. If the statement is signed on behalf of a person by his authorized representative other than an executive officer or general partner of the filing person, evidence of the representative's authority to sign on behalf of such person shall be filed with the statement, provided, however, that a power of attorney for this purpose which is already on file with the Commission may be incorporated by reference. The name and any title of each person who signs the statement shall be typed or printed beneath his signature. Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See ss.240.13d-7(b) for other parties for whom copies are to be sent. ATTENTION: INTENTIONAL MISSTATEMENTS OR OMISSIONS OF FACT CONSTITUTE FEDERAL CRIMINAL VIOLATIONS (SEE 18 U.S.C. 1001) 17 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 10, 2005. THOMAS H. LEE (ALTERNATIVE)PARALLEL FUND V, L.P., By: THL Advisors (Alternative) V, L.P., its General Partner By: Thomas H. Lee Advisors (Alternative) V Limited, LDC, its General Partner By: /s/ Thomas H. Lee ---------------------------------------------- Name: Thomas H. Lee Title: Member The original statement shall be signed by each person on whose behalf the statement is filed or his authorized representative. If the statement is signed on behalf of a person by his authorized representative other than an executive officer or general partner of the filing person, evidence of the representative's authority to sign on behalf of such person shall be filed with the statement, provided, however, that a power of attorney for this purpose which is already on file with the Commission may be incorporated by reference. The name and any title of each person who signs the statement shall be typed or printed beneath his signature. Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See ss.240.13d-7(b) for other parties for whom copies are to be sent. ATTENTION: INTENTIONAL MISSTATEMENTS OR OMISSIONS OF FACT CONSTITUTE FEDERAL CRIMINAL VIOLATIONS (SEE 18 U.S.C. 1001) 18 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 10, 2005. THOMAS H. LEE (ALTERNATIVE) CAYMAN FUND V, L.P., By: THL Advisors (Alternative) V, L.P., its General Partner By: Thomas H. Lee Advisors (Alternative) V Limited, LDC, its General Partner By: /s/ Thomas H. Lee ------------------------------------ Name: Thomas H. Lee Title: Member The original statement shall be signed by each person on whose behalf the statement is filed or his authorized representative. If the statement is signed on behalf of a person by his authorized representative other than an executive officer or general partner of the filing person, evidence of the representative's authority to sign on behalf of such person shall be filed with the statement, provided, however, that a power of attorney for this purpose which is already on file with the Commission may be incorporated by reference. The name and any title of each person who signs the statement shall be typed or printed beneath his signature. Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See ss.240.13d-7(b) for other parties for whom copies are to be sent. ATTENTION: INTENTIONAL MISSTATEMENTS OR OMISSIONS OF FACT CONSTITUTE FEDERAL CRIMINAL VIOLATIONS (SEE 18 U.S.C. 1001) 19 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 10, 2005. PUTNAM INVESTMENTS, LLC By: /s/ Robert Burns ----------------------------- Name: Robert Burns Title: Vice President The original statement shall be signed by each person on whose behalf the statement is filed or his authorized representative. If the statement is signed on behalf of a person by his authorized representative other than an executive officer or general partner of the filing person, evidence of the representative's authority to sign on behalf of such person shall be filed with the statement, provided, however, that a power of attorney for this purpose which is already on file with the Commission may be incorporated by reference. The name and any title of each person who signs the statement shall be typed or printed beneath his signature. Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See ss.240.13d-7(b) for other parties for whom copies are to be sent. ATTENTION: INTENTIONAL MISSTATEMENTS OR OMISSIONS OF FACT CONSTITUTE FEDERAL CRIMINAL VIOLATIONS (SEE 18 U.S.C. 1001) 20 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 10, 2005. PUTNAM INVESTMENT HOLDINGS, LLC By: Putnam Investments, LLC, its Managing Member By: /s/ Robert Burns --------------------------------- Name: Robert Burns Title: Vice President The original statement shall be signed by each person on whose behalf the statement is filed or his authorized representative. If the statement is signed on behalf of a person by his authorized representative other than an executive officer or general partner of the filing person, evidence of the representative's authority to sign on behalf of such person shall be filed with the statement, provided, however, that a power of attorney for this purpose which is already on file with the Commission may be incorporated by reference. The name and any title of each person who signs the statement shall be typed or printed beneath his signature. Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See ss.240.13d-7(b) for other parties for whom copies are to be sent. ATTENTION: INTENTIONAL MISSTATEMENTS OR OMISSIONS OF FACT CONSTITUTE FEDERAL CRIMINAL VIOLATIONS (SEE 18 U.S.C. 1001) 21 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 10, 2005. PUTNAM INVESTMENTS EMPLOYEES' SECURITIES COMPANY I LLC, By: Putnam Investment Holdings, LLC, its Managing Member By: Putnam Investments, LLC, its Managing Member By: /s/ Robert Burns ------------------------------------ Name: Robert Burns Title: Vice President The original statement shall be signed by each person on whose behalf the statement is filed or his authorized representative. If the statement is signed on behalf of a person by his authorized representative other than an executive officer or general partner of the filing person, evidence of the representative's authority to sign on behalf of such person shall be filed with the statement, provided, however, that a power of attorney for this purpose which is already on file with the Commission may be incorporated by reference. The name and any title of each person who signs the statement shall be typed or printed beneath his signature. Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See ss.240.13d-7(b) for other parties for whom copies are to be sent. ATTENTION: INTENTIONAL MISSTATEMENTS OR OMISSIONS OF FACT CONSTITUTE FEDERAL CRIMINAL VIOLATIONS (SEE 18 U.S.C. 1001) 22 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 10, 2005. PUTNAM INVESTMENTS EMPLOYEES' SECURITIES COMPANY II LLC, By: Putnam Investment Holdings, LLC, its Managing Member By: Putnam Investments, LLC, its Managing Member By: /s/ Robert Burns ------------------------------------ Name: Robert Burns Title: Vice President The original statement shall be signed by each person on whose behalf the statement is filed or his authorized representative. If the statement is signed on behalf of a person by his authorized representative other than an executive officer or general partner of the filing person, evidence of the representative's authority to sign on behalf of such person shall be filed with the statement, provided, however, that a power of attorney for this purpose which is already on file with the Commission may be incorporated by reference. The name and any title of each person who signs the statement shall be typed or printed beneath his signature. Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See ss.240.13d-7(b) for other parties for whom copies are to be sent. ATTENTION: INTENTIONAL MISSTATEMENTS OR OMISSIONS OF FACT CONSTITUTE FEDERAL CRIMINAL VIOLATIONS (SEE 18 U.S.C. 1001) 23 -----END PRIVACY-ENHANCED MESSAGE-----