-----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, Qy5bOvVV6qYCvLnpU5MRi64fh9yqmiYYWGzryk7Ksg9lSmMl7rpQfAt7HZa+C6EG oJJ4P63Jzl71Qh1AObMvmw== 0001036325-97-000004.txt : 19970328 0001036325-97-000004.hdr.sgml : 19970328 ACCESSION NUMBER: 0001036325-97-000004 CONFORMED SUBMISSION TYPE: SC 13G CONFIRMING COPY: PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 19970327 SROS: NONE SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: NOVELLUS SYSTEMS INC CENTRAL INDEX KEY: 0000836106 STANDARD INDUSTRIAL CLASSIFICATION: SPECIAL INDUSTRY MACHINERY, NEC [3559] IRS NUMBER: 770024666 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G SEC ACT: 1934 Act SEC FILE NUMBER: 005-40092 FILM NUMBER: 00000000 BUSINESS ADDRESS: STREET 1: 81 VISTA MONTANA CITY: SAN JOSE STATE: CA ZIP: 95134 BUSINESS PHONE: 4089439700 MAIL ADDRESS: STREET 2: 81 VISTA MONTANA CITY: SAN JOSE STATE: CA ZIP: 95134 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: DAVIS SELECTED ADVISERS CENTRAL INDEX KEY: 0001036325 STANDARD INDUSTRIAL CLASSIFICATION: [] IRS NUMBER: 850360310 FILING VALUES: FORM TYPE: SC 13G BUSINESS ADDRESS: STREET 1: 124 EAST MARCY STREET CITY: SANTA FE STATE: NM ZIP: 87501 BUSINESS PHONE: 5058203000 MAIL ADDRESS: STREET 1: 124 EAST MARCY STREET CITY: SANTA FE STATE: NM ZIP: 87501 SC 13G 1 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. ----------) Novellas Systems, Inc. - ------------------------------------------------------------------------ (Name of Issuer) Common - ------------------------------------------------------------------------ (Title of Class of Securities) 670008101 - ------------------------------------------------------------------------ (CUSIP Number) Check the following box if a fee is being paid with this statement /_/. (A fee is not required only if the filing person: (1) has a previous statement on file reporting beneficial ownership of more than five percent of the class of securities described in item 1; and (2) has filed no amendment subsequent thereto reporting beneficial ownership of five percent or less of such class.) (See Rule 13d-7). *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 previsions of the Act (however, see the Notes) CUSIP NO. 670008101 13G Page 2 of 2 Pages --- --- 1. NAME OF REPORTING PERSON S.S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Davis Selected Advisers, L.P. 85-036-0310 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) /X/ (b) /_/ 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Colorado Limited Partnership NUMBER OF 5. SOLE VOTING POWER SHARES 862,700 BENEFICIALLY OWNED BY 6. SHARED VOTING POWER EACH -0- REPORTING PERSON 7. SOLE DISPOSITIVE POWER WITH 862,700 8. SHARED DISPOSITIVE POWER -0- 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 862,700 10. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES* 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 5.3% 12. TYPE OF REPORTING PERSON* IA Investment Advisor SCHEDULE 13 G DAVIS SELECTED ADVISERS. L.P. ----------------------------- UNDER THE SECURITIES EXCHANGE ACT OF 1934 Item 1 (a) NAME OF ISSUER -------------- Novellus Systems, Inc. Item 1(b) ADDRESS OF ISSUERS PRINCIPAL EXECUTIVE OFFICES ---------------------------------------------- Novellus Systems 3970 N. First Street San Jose, CA 95134 Item 2(a) NAME OF PERSON FILING --------------------- Davis Selected Advisers, LP for Davis New York Venture Fund Selected American Shares Davis Financial Fund Davis Growth Opportunity Fund New York Value Fund SICAV Sun America Polaris Annuity New England Zenith Annuity Baltimore Gas & Electric Pension Plan Central & SW Systems McKeesport Healthcare Mt. Sinai Healthcare Fountain Style Select Value- Davis Temple Firemen's Pension Fund VIA Metropolitan Financial Item 2 (b) ADDRESS OF PRINCIPAL BUSINESS OFFICE ------------------------------------ P.O. Box 1688 124 East March Street Santa Fe, NM 87501 Item 2(c) CITIZENSHIP ----------- Colorado Limited Partnership Item 2(d) TITLE OF CLASS OF SECURITIES ---------------------------- COMMON Item 2(e) CUSIP NUMBER ------------ 670008101 Item 3 FIELD PURSUANT TO RULE 13D-1 (b) -------------------------------- (e) (X) Investment Adviser registered under Section 203 of the Investment Advisers Act of 19140 Item 4 OWNERSHIP --------- (a) Amount beneficially owned 862,700 Davis New York Venture Fund 430,000 Selected American Shares 215,000 Davis Financial Fund 35,000 Davis Growth Opportunity Fund 80,100 New York Value Fund SICAV 6,000 SunAmerica Polaris Annuity 65,000 New England Zenith Annuity 13,000 Baltimore Gas & Electric Pension Plan 4,900 Central & SW Systems 8,200 McKeesport Healthcare 1,900 Mt. Sinai Healthcare Foundation 1,100 Style Select Value - Davis 700 Temple Firemen's Fund 300 VIA Metropolitan Financial 1,500 (b) Percent of class 5.3% Davis New York Venture Fund 2.7% Selected American Shares 1.3% Davis Financial Fund .2% Davis Growth Opportunity Fund .5% New York Value Fund SICAV .0% SunAmerica Polaris Annuity .4% New England Zenith Annuity .1% Baltimore Gas & Electric Pension Plan .0% Central & SW Systems .1% McKeesport Healthcare .0% Mt. Sinai Healthcare Foundation .0% Style Select Value - Davis .0% Temple Firemen's Fund .0% VIA Metropolitan Financial .0% (c) Number of shares as to which such person has: (I) sole power to vote or to direct the vote Davis Selected Advisers, L.P. 862,700 (ii) shared power to vote to direct the vote N/A (iii) sole power to dispose or to direct the disposition of Davis Selected Advisers, L.P. 862,700 (iv) shared power to dispose or to direct the disposition of N/A Item 5 Not applicable -------------- Item 6 Not Applicable -------------- Item 7 Not Applicable -------------- Item 8 Not Applicable -------------- Time 9 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 acquired in the ordinary course of business and were not acquired for the purpose of and do not have the effect of changing or influencing the control of the issuer of such securities and were not acquired in connection with or as a participant in any transact having such purposes or effect. 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. January 29, 1997 (Date) ----------------------------------- (Signature) Carl R. Luff President -----END PRIVACY-ENHANCED MESSAGE-----