0000909518-11-000388.txt : 20111123 0000909518-11-000388.hdr.sgml : 20111123 20111123160255 ACCESSION NUMBER: 0000909518-11-000388 CONFORMED SUBMISSION TYPE: SC 13D/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20111123 DATE AS OF CHANGE: 20111123 GROUP MEMBERS: BLUE HARBOUR GP LLC GROUP MEMBERS: BLUE HARBOUR HOLDINGS LLC GROUP MEMBERS: ROBBINS CLIFTON S. SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: JACK IN THE BOX INC /NEW/ CENTRAL INDEX KEY: 0000807882 STANDARD INDUSTRIAL CLASSIFICATION: RETAIL-EATING PLACES [5812] IRS NUMBER: 952698708 STATE OF INCORPORATION: DE FISCAL YEAR END: 1002 FILING VALUES: FORM TYPE: SC 13D/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-38880 FILM NUMBER: 111225403 BUSINESS ADDRESS: STREET 1: 9330 BALBOA AVE CITY: SAN DIEGO STATE: CA ZIP: 92123-1516 BUSINESS PHONE: 6195712121 MAIL ADDRESS: STREET 1: 9330 BALBOA AVENUE CITY: SAN DIEGO STATE: CA ZIP: 92123-1516 FORMER COMPANY: FORMER CONFORMED NAME: FOODMAKER INC /DE/ DATE OF NAME CHANGE: 19920703 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: Blue Harbour Group, LP CENTRAL INDEX KEY: 0001325256 IRS NUMBER: 562457376 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13D/A BUSINESS ADDRESS: STREET 1: 646 STEAMBOAT RD. CITY: GREENWICH STATE: CT ZIP: 06830 BUSINESS PHONE: 203-422-6560 MAIL ADDRESS: STREET 1: 646 STEAMBOAT RD. CITY: GREENWICH STATE: CT ZIP: 06830 SC 13D/A 1 mm11-2311jack_sc13da1.htm AMENDMENT NO.1 mm11-2311jack_sc13da1.htm
 
 
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C.  20549

 
SCHEDULE 13D/A
Under the Securities Exchange Act of 1934
(Amendment No. 1)
 

 
JACK IN THE BOX INC.
(Name of Issuer)
 
 
COMMON STOCK, $.01 PAR VALUE
(Title of class of securities)
 
 
466367109
(CUSIP number)
 
 
Jason Wathen
Blue Harbour Group, LP
646 Steamboat Road
Greenwich, Connecticut 06830
(203) 422-6540
(Name, address and telephone number of person authorized to receive notices and communications)
 
 
NOVEMBER 21, 2011
(Date of event which requires filing of this statement)

 
If the filing person has previously filed a statement on Schedule 13G to report the acquisition which is the subject of this Schedule 13D, and is filing this schedule because of Rule 13d-1(e), 13d-1(f) or 13d-1(g), check the following box [ ].
 







 

 

 

 
 
 
 
 
 
 
CUSIP No. 466367109
13D/A
Page 2
 
 
1
NAME OF REPORTING PERSON:
 
Blue Harbour Group, LP
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP:
(a)  [   ]
(b)  [X]
3
SEC USE ONLY
 
4
SOURCE OF FUNDS:
 
N/A
5
CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED
PURSUANT TO ITEM 2(d) OR 2(e):
¨
6
CITIZENSHIP OR PLACE OF ORGANIZATION:
 
Delaware
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON WITH
7
SOLE VOTING POWER:
0
  
8
SHARED VOTING POWER:
3,090,994
9
SOLE DISPOSITIVE POWER:
0
10
SHARED DISPOSITIVE POWER:
3,090,994
11
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH
REPORTING PERSON:
3,090,994
  
12
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES
CERTAIN SHARES:
  
¨
13
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11):
 
7.0%
  
14
TYPE OF REPORTING PERSON:
 
PN
  



 
 
 
 
 
 
 
CUSIP No. 466367109
13D/A
Page 3
 

1
NAME OF REPORTING PERSON:
 
Blue Harbour GP, LLC
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP:
(a)  [   ]
(b)  [X]
3
SEC USE ONLY
 
4
SOURCE OF FUNDS:
 
N/A
5
CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEM 2(d) OR 2(e):
¨
6
CITIZENSHIP OR PLACE OF ORGANIZATION:
 
Delaware
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON WITH
7
SOLE VOTING POWER:
0
  
8
SHARED VOTING POWER:
3,090,994
9
SOLE DISPOSITIVE POWER:
0
10
SHARED DISPOSITIVE POWER:
3,090,994
11
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH
REPORTING PERSON:
3,090,994
  
12
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES:
  
¨
13
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11):
 
7.0%
  
14
TYPE OF REPORTING PERSON:
 
OO
  

 

 



 
 
 
 
 
 
 
CUSIP No. 466367109
13D/A
Page 4
 

1
NAME OF REPORTING PERSON:
 
Blue Harbour Holdings, LLC
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP:
(a)  [   ]
(b)  [X]
3
SEC USE ONLY
 
4
SOURCE OF FUNDS:
 
N/A
5
CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS
REQUIRED PURSUANT TO ITEM 2(d) OR 2(e):
¨
6
CITIZENSHIP OR PLACE OF ORGANIZATION:
 
Delaware
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON WITH
7
SOLE VOTING POWER:
0
  
8
SHARED VOTING POWER:
3,090,994
9
SOLE DISPOSITIVE POWER:
0
10
SHARED DISPOSITIVE POWER:
3,090,994
11
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH
REPORTING PERSON:
3,090,994
  
12
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11)
EXCLUDES CERTAIN SHARES:
  
¨
13
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11):
 
7.0%
  
14
TYPE OF REPORTING PERSON:
 
OO
  
 
 

 
 
 
 
 
 
 
CUSIP No. 466367109
13D/A
Page 5
 

1
NAME OF REPORTING PERSON:
Clifton S. Robbins
 
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP:
(a)  [   ]
(b)  [X]
3
SEC USE ONLY
 
4
SOURCE OF FUNDS:
 
N/A
5
CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS
REQUIRED PURSUANT TO ITEM 2(d) OR 2(e):
¨
6
CITIZENSHIP OR PLACE OF ORGANIZATION:
 
United States of America
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON WITH
7
SOLE VOTING POWER:
0
  
8
SHARED VOTING POWER:
3,090,994
9
SOLE DISPOSITIVE POWER:
0
10
SHARED DISPOSITIVE POWER:
3,090,994
11
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH
REPORTING PERSON:
3,090,994
  
12
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11)
EXCLUDES CERTAIN SHARES:
  
¨
13
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11):
 
7.0%
  
14
TYPE OF REPORTING PERSON:
 
IN
  

 
 
 
 
 
 
 
 
 
 
CUSIP No. 466367109
13D/A
Page 6
 

This Amendment No. 1 is filed to amend Items 2, 3 and 5 of the Schedule 13D filed with the Securities and Exchange Commission on July 19, 2010 (the “Schedule 13D”) by and on behalf of Blue Harbour Group, LP, a Delaware limited partnership (“Manager”), Blue Harbour GP, LLC, a Delaware limited liability company (“Fund GP”), Blue Harbour Holdings, LLC, a Delaware limited liability company (“Manager GP”), and Clifton S. Robbins, a citizen of the United States of America (“Mr. Robbins”).  Reference is hereby made to the Schedule 13D.  Capitalized terms used but not defined herein shall have the meanings attributed to them in the Schedule 13D.
 
The following Items of the Schedule 13D are hereby amended as follows:
 
ITEM 2.  IDENTITY AND BACKGROUND.
 
Item 2 is hereby amended and restated to read in its entirety as follows:
 
This Amendment No. 1 to Schedule 13D is being filed by and on behalf of Blue Harbour Group, LP, a Delaware limited partnership (“Manager”), Blue Harbour GP, LLC, a Delaware limited liability company (“Fund GP”), Blue Harbour Holdings, LLC, a Delaware limited liability company (“Manager GP”), and Clifton S. Robbins, a citizen of the United States of America (“Mr. Robbins”).  Manager, Fund GP, Manager GP and Mr. Robbins are herein sometimes referred to each as a “Reporting Person” and collectively as the “Reporting Persons.”
 
The address of the principal office of each of Manager, Manager GP and Fund GP is 646 Steamboat Road, Greenwich, Connecticut 06830, and Mr. Robbins’ business address is c/o Manager at the foregoing address.  Mr. Robbins is the Chief Executive Officer of Manager.
 
Fund GP is principally involved in the business of investing in securities though certain of its affiliated funds.  Manager is principally involved in the business of providing investment advisory and investment management services to Fund GP and its affiliates and, among other things, exercises all voting and other powers and privileges attributable to any securities held for the account of Fund GP.  Manager GP is principally involved in the business of serving as the general partner of Manager.
 
During the last five years, none of the Reporting Persons nor, to the best of their knowledge, any of their officers and directors, has (i) been convicted in a criminal proceeding (excluding traffic violations or similar misdemeanors) or (ii) been a party to a civil proceeding of a judicial or administrative body of competent jurisdiction and as a result of such proceeding was or is subject to a judgment, decree or final order enjoining future violations of, or prohibiting or mandating activities subject to, federal or state securities laws or finding any violation with respect to such laws.
 
ITEM 3.  SOURCE AND AMOUNT OF FUNDS OR OTHER CONSIDERATION.
 
Item 3 is hereby amended and restated to read in its entirety as follows:
 
The 3,090,994 shares of Common Stock reported herein by the Reporting Persons were acquired by the Reporting Persons for an aggregate purchase price of approximately $63,701,196 (excluding brokerage commissions).  The shares of Common Stock that are reported on this Amendment No. 1 to Schedule 13D were acquired with working capital, which at any given time may include funds borrowed on margin in the ordinary course and on customary terms.
 
 
 
 
 
 
 
 
 
 
 
 
CUSIP No. 466367109
13D/A
Page 7
 

ITEM 5.  INTEREST IN SECURITIES OF THE ISSUER.
 
Item 5 is hereby amended and restated to read in its entirety as follows:
 
(a) – (b)                      The responses of the Reporting Persons to Rows (7) through (13) of the cover pages of this Amendment No. 1 to Schedule 13D are incorporated herein by reference.  As of the close of business on the date of this Amendment No. 1 to Schedule 13D, the Reporting Persons beneficially own an aggregate of 3,090,994 shares of Common Stock, which shares of Common Stock may be deemed to be beneficially owned by each of the Fund GP, Manager, Manager GP, and Mr. Robbins, and which represent approximately 7.0% of the outstanding shares of Common Stock.  All percentages set forth in this paragraph are based on 43,971,342 shares of Common Stock outstanding as of the close of business on November 17, 2011, as set forth in the Company’s Annual Report on Form 10-K for the Company’s fiscal year ended October 2, 2011.
 
For purposes of disclosing the number of shares beneficially owned by each of the Reporting Persons, Fund GP, Manager, Manager GP and Mr. Robbins may be deemed to own beneficially (as that term is defined in Rule 13d-3 under the Securities Exchange Act of 1934) all shares of Common Stock that are owned beneficially and directly by the Reporting Persons.  Each of Fund GP, Manager, Manager GP and Mr. Robbins disclaims beneficial ownership of such shares for all other purposes.
 
(c)           Except as set forth above or in the attached Schedule I, no Reporting Person has effected any transaction in shares of Common Stock during the sixty (60) days preceding the date of this Amendment No. 1 to Schedule 13D.
 
(d)           Not applicable.
 
(e)           Not applicable.
 

 
 
 
 
 
 
 
 
 
 
 
CUSIP No. 466367109
13D/A
Page 8
 


SIGNATURES
 
After reasonable inquiry and to the best of my knowledge and belief, the undersigned certifies that the information set forth in this statement is true, complete and correct.
 
 
Dated: November 23, 2011
        
   
BLUE HARBOUR GROUP, LP
     
   
By:  Blue Harbour Holdings, LLC, its general partner
         
     
By:
  /s/  Clifton S. Robbins
     
Name:
Clifton S. Robbins
     
Title:
Managing Member
         
         
         
   
BLUE HARBOUR GP, LLC
         
     
By:
  /s/  Clifton S. Robbins
     
Name:
Clifton S. Robbins
     
Title:
Managing Member
         
         
         
   
BLUE HARBOUR HOLDINGS, LLC
         
     
By:
  /s/  Clifton S. Robbins
     
Name:
Clifton S. Robbins
     
Title:
Managing Member
         
         
         
         
   
  /s/  Clifton S. Robbins
   
Clifton S. Robbins
 

 
 
 
 
 
 
 
 
 
 
CUSIP No. 466367109
13D/A
Page 9
 


 
Schedule I
 
Transactions in Shares of Common Stock by Reporting Persons

Reporting Person
Date
Transaction
Number of
Shares of
Common Stock
Price Per Share*
Fund GP
11/21/11
Purchase
125,000
$19.97
Fund GP
11/22/11
Purchase
25,000
$19.94
Fund GP
11/23/11
Purchase
30,000
$19.45

* Shares of Common Stock were sold or purchased (as applicable) over the day, and the aggregate amount and average price (excluding brokerage commissions) are indicated.