0001062993-12-003774.txt : 20120924 0001062993-12-003774.hdr.sgml : 20120924 20120924163734 ACCESSION NUMBER: 0001062993-12-003774 CONFORMED SUBMISSION TYPE: SC 13G PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20120924 DATE AS OF CHANGE: 20120924 GROUP MEMBERS: HIGHFIELDS ASSOCIATES LLC GROUP MEMBERS: HIGHFIELDS CAPITAL I LP GROUP MEMBERS: HIGHFIELDS CAPITAL II LP GROUP MEMBERS: HIGHFIELDS CAPITAL III L.P. GROUP MEMBERS: HIGHFIELDS CAPITAL MANAGEMENT LP GROUP MEMBERS: HIGHFIELDS GP LLC GROUP MEMBERS: JONATHON S. JACOBSON SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: Liberty Interactive Corp CENTRAL INDEX KEY: 0001355096 STANDARD INDUSTRIAL CLASSIFICATION: CABLE & OTHER PAY TELEVISION SERVICES [4841] IRS NUMBER: 841288730 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G SEC ACT: 1934 Act SEC FILE NUMBER: 005-81951 FILM NUMBER: 121106853 BUSINESS ADDRESS: STREET 1: 12300 LIBERTY BOULEVARD CITY: ENGLEWOOD STATE: CO ZIP: 80112 BUSINESS PHONE: 7208755400 MAIL ADDRESS: STREET 1: 12300 LIBERTY BOULEVARD CITY: ENGLEWOOD STATE: CO ZIP: 80112 FORMER COMPANY: FORMER CONFORMED NAME: LIBERTY MEDIA CORP DATE OF NAME CHANGE: 20060512 FORMER COMPANY: FORMER CONFORMED NAME: Liberty Media Holding CORP DATE OF NAME CHANGE: 20060303 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: HIGHFIELDS CAPITAL MANAGEMENT LP CENTRAL INDEX KEY: 0001079563 IRS NUMBER: 043419481 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G BUSINESS ADDRESS: STREET 1: 200 CLARENDON STREET 59TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: 6178507500 MAIL ADDRESS: STREET 1: 200 CLARENDON STREET 59TH FLOOR CITY: BOSTON STATE: MA ZIP: 02116 SC 13G 1 schedule13g.htm SCHEDULE 13G Highfields Capital Management LP: Schedule 13G - Filed by newsfilecorp.com

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

Under the Securities Exchange Act of 1934
(Amendment No. )*

Liberty Interactive Corporation
(Name of Issuer)

SERIES A LIBERTY VENTURES COMMON STOCK, $0.01 PAR VALUE
(Title of Class of Securities)

53071M880
(CUSIP Number)

SEPTEMBER 12, 2012
(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)

[ x ] Rule 13d-1(c)

 [ ] 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).



CUSIP No. 53071M880 13G Page 2 of 19 Pages

1.

NAMES OF REPORTING PERSONS

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

                   Highfields Capital Management LP

2.

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)

(a) [ ]

(b) [ x ]

3.

SEC USE ONLY

 

4.

CITIZENSHIP OR PLACE OF ORGANIZATION

                   Delaware

 

5.

SOLE VOTING POWER

 

NUMBER OF

1,482,738

SHARES

6.

SHARED VOTING POWER

BENEFICIALLY

OWNED BY

—0—

EACH

7.

SOLE DISPOSITIVE POWER

REPORTING

PERSON

1,482,738

WITH

8.

SHARED DISPOSITIVE POWER

 

 

—0—

 

9.

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

               1,482,738

10.

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

[ ]

(SEE INSTRUCTIONS)

11.

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

                   5.8%

12.

TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)

                   PN




CUSIP No. 53071M880 13G Page 3 of 19 Pages

1.

NAMES OF REPORTING PERSONS

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

 

                   Highfields GP LLC

2.

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)

(a) [ ]

(b) [ x ]

3.

SEC USE ONLY

         

4.

CITIZENSHIP OR PLACE OF ORGANIZATION

                   Delaware

5.

SOLE VOTING POWER

NUMBER OF

           1,482,738

SHARES

6.

SHARED VOTING POWER

BENEFICIALLY

OWNED BY

             —0—

EACH

7.

SOLE DISPOSITIVE POWER

REPORTING

PERSON

            1,482,738

WITH

8.

SHARED DISPOSITIVE POWER

 

 

             —0—

 

9.

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

                 1,482,738

10.

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

[ ]

(SEE INSTRUCTIONS)

11.

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

                   5.8%

12.

TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)

                   OO




CUSIP No. 53071M880 13G Page 4 of 19 Pages

1.

NAMES OF REPORTING PERSONS

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

  

                   Highfields Associates LLC

2.

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)

(a) [ ]

(b) [ x ]

3.

SEC USE ONLY

         

  

4.

CITIZENSHIP OR PLACE OF ORGANIZATION

                   Delaware

 

5.

SOLE VOTING POWER

 

NUMBER OF

          1,482,738

SHARES

6.

SHARED VOTING POWER

BENEFICIALLY

OWNED BY

             —0—

EACH

7.

SOLE DISPOSITIVE POWER

REPORTING

PERSON

           1,482,738

WITH

8.

SHARED DISPOSITIVE POWER

             —0—

 

9.

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

               1,482,738

10.

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

[ ]

(SEE INSTRUCTIONS)

11.

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

                   5.8%

12.

TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)

                   OO




CUSIP No. 53071M880 13G Page 5 of 19 Pages

1.

NAMES OF REPORTING PERSONS

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

 

                   Jonathon S. Jacobson

2.

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)

(a) [ ]

(b) [ x ]

3.

SEC USE ONLY

         

 

4.

CITIZENSHIP OR PLACE OF ORGANIZATION

                   United States

 

 

5.

SOLE VOTING POWER

 

NUMBER OF

           1,482,738

SHARES

6.

SHARED VOTING POWER

BENEFICIALLY

OWNED BY

             —0—

EACH

7.

SOLE DISPOSITIVE POWER

REPORTING

PERSON

1,482,738

WITH

8.

SHARED DISPOSITIVE POWER

 

 

             —0—

 

9.

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

                   1,482,738

10.

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

[ ]

(SEE INSTRUCTIONS)

11.

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

                   5.8%

12.

TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)

                   IN




CUSIP No. 53071M880 13G Page 6 of 19 Pages

1.

NAMES OF REPORTING PERSONS

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

 

                   Highfields Capital I LP

2.

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)

(a) [ ]

(b) [ x ]

3.

SEC USE ONLY

         

 

4.

CITIZENSHIP OR PLACE OF ORGANIZATION

                   Delaware

 

5.

SOLE VOTING POWER

 

NUMBER OF

110,314

SHARES

6.

SHARED VOTING POWER

BENEFICIALLY

OWNED BY

—0—

EACH

7.

SOLE DISPOSITIVE POWER

REPORTING

PERSON

110,314

WITH

8.

SHARED DISPOSITIVE POWER

 

 

—0—

 

9.

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

                   110,314

10.

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

[ x ]

(SEE INSTRUCTIONS)

11.

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

                   0.4%

12.

TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)

                   PN




CUSIP No. 53071M880 13G Page 7 of 19 Pages

1.

NAMES OF REPORTING PERSONS

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

   

                   Highfields Capital II LP

2.

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)

(a) [ ]

(b) [ x ]

3.

SEC USE ONLY

         

 

4.

CITIZENSHIP OR PLACE OF ORGANIZATION

                   Delaware

 

5.

SOLE VOTING POWER

 

NUMBER OF

377,534

SHARES

6.

SHARED VOTING POWER

BENEFICIALLY

OWNED BY

—0—

EACH

7.

SOLE DISPOSITIVE POWER

REPORTING

PERSON

377,534

WITH

8.

SHARED DISPOSITIVE POWER

 

 

—0—

 

9.

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

                 377,534

10.

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

[ x ]

(SEE INSTRUCTIONS)

11.

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

                   1.5%

12.

TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)

                   PN




CUSIP No. 53071M880 13G Page 8 of 19 Pages

1.

NAMES OF REPORTING PERSONS

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

 

                   Highfields Capital III L.P.

2.

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)

(a) [ ]

(b) [ x ]

3.

SEC USE ONLY

         

 

4.

CITIZENSHIP OR PLACE OF ORGANIZATION

                   Cayman Islands

 

5.

SOLE VOTING POWER

 

NUMBER OF

994,890

SHARES

6.

SHARED VOTING POWER

BENEFICIALLY

OWNED BY

—0—

EACH

7.

SOLE DISPOSITIVE POWER

REPORTING

PERSON

994,890

WITH

8.

SHARED DISPOSITIVE POWER

 

 

—0—

 

9.

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

                 994,890

10.

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

[ x ]

(SEE INSTRUCTIONS)

11.

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9

                   3.9%

12.

TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)

                   PN




CUSIP No. 53071M880 13G Page 9 of 19 Pages

Item 1 (a). Name of Issuer:
   
  Liberty Interactive Corporation (the “Issuer”)
   
Item 1 (b). Address of Issuer’s Principal Executive Offices:
   
  12300 Liberty Boulevard, Englewood, Colorado 80112
   
Item 2 (a). Name of Person Filing:
   

This statement is being filed by the following persons with respect to the shares of Series A Liberty Ventures common stock (“Common Stock”) of the Issuer directly owned by Highfields Capital I LP (“Highfields I”), Highfields Capital II LP (“Highfields II”) and Highfields Capital III L.P. (“Highfields III” and, together with Highfields I and Highfields II, the “Funds”):


  (i)

Highfields Capital Management LP, a Delaware limited partnership (“Highfields Capital Management”) and investment manager to each of the Funds;

     
  (ii)

Highfields GP LLC, a Delaware limited liability company (“Highfields GP”) and the General Partner of Highfields Capital Management;

     
  (iii)

Highfields Associates LLC, a Delaware limited liability company (“Highfields Associates”) and the General Partner of the Funds;

     
  (iv)

Jonathon S. Jacobson, the Managing Member of Highfields GP and the Senior Managing Member of Highfields Associates;

     
  (v)

Highfields I, a Delaware limited partnership;

     
  (vi)

Highfields II, a Delaware limited partnership; and

     
  (vii)

Highfields III, an exempted limited partnership organized under the laws of the Cayman Islands.


Highfields Capital Management, Highfields GP, Highfields Associates, Mr. Jacobson, Highfields I, Highfields II and Highfields III are sometimes individually referred to herein as a “Reporting Person” and collectively as the “Reporting Persons.”

 

Item 2 (b).

Address of Principal Business Office or, if None, Residence:

 

Address for Highfields Capital Management, Highfields GP, Highfields Associates, Mr. Jacobson, Highfields I and Highfields II:

 

 

c/o Highfields Capital Management LP

 

John Hancock Tower

  200 Clarendon Street, 59th Floor
  Boston, Massachusetts 02116



CUSIP No. 53071M880 13G Page 10 of 19 Pages

  Address for Highfields III:
   
  c/o Goldman Sachs (Cayman) Trust, Limited
  Suite 3307, Gardenia Court
  45 Market Street, Camana Bay
  P.O. Box 896
  Grand Cayman KY1-1103
  Cayman Islands
   
Item 2 (c). Citizenship:
   
  Highfields Capital Management – Delaware
  Highfields GP – Delaware
  Highfields Associates – Delaware
  Jonathon S. Jacobson – United States
  Highfields I – Delaware
  Highfields II – Delaware
  Highfields III – Cayman Islands
   
Item 2 (d). Title of Class of Securities:
   
  Series A Liberty Ventures Common Stock, $0.01 par value
   
Item 2 (e). CUSIP Number:
   
  53071M880
   
Item 3. Not applicable.



CUSIP No. 53071M880 13G Page 11of 19 Pages

Item 4. Ownership.
   

For Highfields Capital Management, Highfields GP, Highfields Associates and Mr. Jacobson:


  (a)

Amount beneficially owned: 1,482,738 shares of Common Stock

       
  (b)

Percent of class: 5.8%

       
  (c)

Number of shares as to which such person has:

       
  (i)

Sole power to vote or to direct the vote: 1,482,738

       
  (ii)

Shared power to vote or to direct the vote: —0—

       
  (iii)

Sole power to dispose or to direct the disposition of: 1,482,738

       
  (iv)

Shared power to dispose or to direct the disposition of: —0—

For Highfields I:

  (a)

Amount beneficially owned: 110,314 shares of Common Stock

       
  (b)

Percent of class: 0.4%

       
  (c)

Number of shares as to which such person has:

       
  (i)

Sole power to vote or to direct the vote: 110,314

       
  (ii)

Shared power to vote or to direct the vote: —0—

       
  (iii)

Sole power to dispose or to direct the disposition of: 110,314

       
  (iv)

Shared power to dispose or to direct the disposition of: —0—

For Highfields II:

  (a)

Amount beneficially owned: 377,534 shares of Common Stock

     
  (b)

Percent of class: 1.5%

     
  (c)

Number of shares as to which such person has:




CUSIP No. 53071M880 13G Page 12 of 19 Pages

  (i) Sole power to vote or to direct the vote: 377,534
     
  (ii)

Shared power to vote or to direct the vote: —0—

     
  (iii)

Sole power to dispose or to direct the disposition of: 377,534

     
  (iv)

Shared power to dispose or to direct the disposition of: —0—

For Highfields III:

  (a)

Amount beneficially owned: 994,890 shares of Common Stock

       
  (b)

Percent of class: 3.9%

       
  (c)

Number of shares as to which such person has:

       
  (i)

Sole power to vote or to direct the vote: 994,890

       
  (ii)

Shared power to vote or to direct the vote: —0—

       
  (iii)

Sole power to dispose or to direct the disposition of: 994,890

       
  (iv)

Shared power to dispose or to direct the disposition of: —0—




CUSIP No. 53071M880 13G Page 13 of 19 Pages

Item 5.

Ownership of Five Percent or Less of a Class.

 

Not applicable.

 

Item 6.

Ownership of More than Five Percent on Behalf of Another Person.

 

The shares of Common Stock beneficially owned by Highfields Capital Management, Highfields GP, Highfields Associates and Mr. Jacobson are directly owned by the Funds. Highfields Capital Management serves as the investment manager to each of the Funds. Each of Highfields Capital Management, Highfields GP, Highfields Associates and Mr. Jacobson has the power to direct the receipt of dividends from or the proceeds from the sale of the shares of Common Stock owned by the Funds.

 

Item 7.

Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.

 

 

Not applicable.

 

Item 8.

Identification and Classification of Members of the Group.

 

See Exhibit 2 attached hereto.

 

Each Reporting Person disclaims beneficial ownership of the shares of Common Stock beneficially owned by the other Reporting Persons.

 

Item 9.

Notice of Dissolution of Group.

 

 

Not applicable.

 

Item 10.

Certification.

 

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect.




CUSIP No. 53071M880 13G Page 14 of 19 Pages

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.

  September 24, 2012
  Date
   
HIGHFIELDS CAPITAL MANAGEMENT LP
   
By: Highfields GP LLC, its General Partner
   
/s/ Joseph F. Mazzella
  Signature
   
Joseph F. Mazzella, Authorized Signatory
  Name/Title
   
HIGHFIELDS GP LLC
   
/s/ Joseph F. Mazzella
  Signature
   
Joseph F. Mazzella, Authorized Signatory
  Name/Title
   
HIGHFIELDS ASSOCIATES LLC
   
/s/ Joseph F. Mazzella
  Signature
   
Joseph F. Mazzella, Authorized Signatory
  Name/Title
   
JONATHON S. JACOBSON
   
/s/ Joseph F. Mazzella*
  Signature
   
Joseph F. Mazzella, Attorney in Fact
  Name/Title
   
*by power of attorney



CUSIP No. 53071M880 13G Page 15 of 19 Pages

  HIGHFIELDS CAPITAL I LP
   
By: Highfields Associates LLC, its General
  Partner
   
/s/ Joseph F. Mazzella
  Signature
   
Joseph F. Mazzella, Authorized Signatory
  Name/Title
   
HIGHFIELDS CAPITAL II LP
   
By: Highfields Associates LLC, its General
  Partner
   
/s/ Joseph F. Mazzella
  Signature
   
Joseph F. Mazzella, Authorized Signatory
  Name/Title
   
HIGHFIELDS CAPITAL III L.P.
   
By: Highfields Associates LLC, its General
  Partner
   
/s/ Joseph F. Mazzella
  Signature
   
Joseph F. Mazzella, Authorized Signatory
  Name/Title



CUSIP No. 53071M880 13G Page 16 of 19 Pages

EXHIBIT INDEX

Exhibit 1. Joint Filing Agreement as required by Rule 13d-1(k)(1) under the Securities Exchange Act of 1934, as amended.
   
Exhibit 2. List of Members of Group



CUSIP No. 53071M880 13G Page 17 of 19 Pages

Exhibit 1

JOINT FILING AGREEMENT PURSUANT TO RULE 13d-1(k)(1)

The undersigned acknowledge and agree that the foregoing statement on Schedule 13G is filed on behalf of each of the undersigned and that all subsequent amendments to this statement on Schedule 13G shall be filed on behalf of each of the undersigned without the necessity of filing additional joint filing statements. The undersigned acknowledge that each shall be responsible for the timely filing of such amendments, and for the completeness and accuracy of the information concerning him, her or it contained herein, but shall not be responsible for the completeness and accuracy of the information concerning the other entities or persons, except to the extent that he, she or it knows or has reason to believe such information is inaccurate.

  September 24, 2012
  Date
   
HIGHFIELDS CAPITAL MANAGEMENT LP
   
By: Highfields GP LLC, its General Partner
   
/s/ Joseph F. Mazzella
  Signature
   
Joseph F. Mazzella, Authorized Signatory
  Name/Title
   
HIGHFIELDS GP LLC
   
/s/ Joseph F. Mazzella
  Signature
   
Joseph F. Mazzella, Authorized Signatory
  Name/Title
   
HIGHFIELDS ASSOCIATES LLC
   
/s/ Joseph F. Mazzella
  Signature
   
Joseph F. Mazzella, Authorized Signatory
  Name/Title
   
JONATHON S. JACOBSON
   
/s/ Joseph F. Mazzella*
  Signature



CUSIP No. 53071M880 13G Page 18 of 19 Pages

  Joseph F. Mazzella, Attorney in Fact
  Name/Title
   
*by power of attorney
   
HIGHFIELDS CAPITAL I LP
   
By: Highfields Associates LLC, its General
  Partner
   
/s/ Joseph F. Mazzella
  Signature
   
Joseph F. Mazzella, Authorized Signatory
  Name/Title
   
HIGHFIELDS CAPITAL II LP
   
By: Highfields Associates LLC, its General
  Partner
   
/s/ Joseph F. Mazzella
  Signature
   
Joseph F. Mazzella, Authorized Signatory
  Name/Title
   
HIGHFIELDS CAPITAL III L.P.
   
By: Highfields Associates LLC, its General
  Partner
   
  /s/ Joseph F. Mazzella
  Signature
   
Joseph F. Mazzella, Authorized Signatory
  Name/Title



CUSIP No. 53071M880 13G Page 19 of 19 Pages

Exhibit 2

MEMBERS OF GROUP

Highfields Capital Management LP
Highfields GP LLC
Highfields Associates LLC
Jonathon S. Jacobson
Highfields Capital I LP
Highfields Capital II LP
Highfields Capital III L.P.