-----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, HZ+yVaBWWsuTGEkeaUvZ6lDYrPwQlwsqCYudYqXyyCJsgao5LS9C7+YBuYwoU03d jZhmW3wcmqB/2n04LSGjug== 0001012975-07-000314.txt : 20070607 0001012975-07-000314.hdr.sgml : 20070607 20070607105511 ACCESSION NUMBER: 0001012975-07-000314 CONFORMED SUBMISSION TYPE: SC 13G PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20070607 DATE AS OF CHANGE: 20070607 GROUP MEMBERS: DAVID S. MARKUS GROUP MEMBERS: JEFFREY B. WERTHEIM SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: THERMADYNE HOLDINGS CORP /DE CENTRAL INDEX KEY: 0000850660 STANDARD INDUSTRIAL CLASSIFICATION: MACHINE TOOLS, METAL CUTTING TYPES [3541] IRS NUMBER: 742482571 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G SEC ACT: 1934 Act SEC FILE NUMBER: 005-43449 FILM NUMBER: 07905727 BUSINESS ADDRESS: STREET 1: 16052 SWINGLEY RIDGE RD. STREET 2: SUITE 300 CITY: CHESTERFIELD STATE: MO ZIP: 63017 BUSINESS PHONE: 636 728 3032 MAIL ADDRESS: STREET 1: 16052 SWINGLEY RIDGE RD. STREET 2: SUITE 300 CITY: CHESTERFIELD STATE: MO ZIP: 63017 FORMER COMPANY: FORMER CONFORMED NAME: TD II DATE OF NAME CHANGE: 19940131 FORMER COMPANY: FORMER CONFORMED NAME: TD II /DE/ DATE OF NAME CHANGE: 19940131 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: Boone Capital Management LP CENTRAL INDEX KEY: 0001402121 IRS NUMBER: 201943414 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G BUSINESS ADDRESS: STREET 1: 400 MADISON AVENUE, SUITE 12D CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 212.224.7860 MAIL ADDRESS: STREET 1: 400 MADISON AVENUE, SUITE 12D CITY: NEW YORK STATE: NY ZIP: 10017 SC 13G 1 e9736888v1.txt CUSIP 883435307 13G Page 1 of 9 Pages SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULE 13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2 (Amendment No. __)* Thermadyne Holdings Corp - -------------------------------------------------------------------------------- (Name of Issuer) Common Stock, par value $.01 per share - -------------------------------------------------------------------------------- (Title of Class of Securities) 883435307 - -------------------------------------------------------------------------------- (CUSIP Number) June 4, 2007 - -------------------------------------------------------------------------------- (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). Page 1 of 9 Pages CUSIP 883435307 13G Page 2 of 9 Pages - ------- ------------------------------------------------------------------------ 1 NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Boone Capital Management, LP 20-1943414 - ------- ------------------------------------------------------------------------ 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS) (a) [ ] (b) [ ] - ------- ------------------------------------------------------------------------ 3 SEC USE ONLY - ------- ------------------------------------------------------------------------ 4 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware - ------- ------------------------------------------------------------------------ 5 SOLE VOTING POWER 0 NUMBER OF ----------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 714,421 EACH ----------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON 0 WITH 8 SHARED DISPOSITIVE POWER 714,421 - ------------------------- ----- ------------------------------------------------ 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 714,421 - ------- ------------------------------------------------------------------------ 10 CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) [ ] - ------- ------------------------------------------------------------------------ 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 5.36% - ------- ------------------------------------------------------------------------ 12 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) IA - ------- ------------------------------------------------------------------------ Page 2 of 9 Pagse CUSIP 883435307 13G Page 3 of 9 Pages - ------- ------------------------------------------------------------------------ 1 NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) David S. Markus - ------- ------------------------------------------------------------------------ 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS) (a) [ ] (b) [ ] - ------- ------------------------------------------------------------------------ 3 SEC USE ONLY - ------- ------------------------------------------------------------------------ 4 CITIZENSHIP OR PLACE OF ORGANIZATION United States - ------------------------- ----- ------------------------------------------------ 5 SOLE VOTING POWER 0 NUMBER OF ----------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 714,421 EACH ----------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 0 ----------------------------------------------------- 8 SHARED DISPOSITIVE POWER 714,421 - ------------------------- ----- ------------------------------------------------ 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 714,421 - ------- ------------------------------------------------------------------------ 10 CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) [ ] - ------- ------------------------------------------------------------------------ 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 5.36% - ------- ------------------------------------------------------------------------ 12 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) IN - ------- ------------------------------------------------------------------------ Page 3 of 9 Pages CUSIP 883435307 13G Page 4 of 9 Pages - ------- ------------------------------------------------------------------------ 1 NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Jeffrey B. Wertheim - ------- ------------------------------------------------------------------------ 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS) (a) [ ] (b) [ ] - ------- ------------------------------------------------------------------------ 3 SEC USE ONLY - ------- ------------------------------------------------------------------------ 4 CITIZENSHIP OR PLACE OF ORGANIZATION United States - ------------------------- ----- ------------------------------------------------ 5 SOLE VOTING POWER 0 NUMBER OF ----------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY OWNED BY 714,421 EACH ----------------------------------------------------- REPORTING 7 SOLE DISPOSITIVE POWER PERSON WITH 0 ----------------------------------------------------- 8 SHARED DISPOSITIVE POWER 714,421 - ------------------------- ----- ------------------------------------------------ 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 714,421 - ------- ------------------------------------------------------------------------ 10 CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) [ ] - ------- ------------------------------------------------------------------------ 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 5.36% - ------- ------------------------------------------------------------------------ 12 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) IN - ------- ------------------------------------------------------------------------ Page 4 of 9 Pages CUSIP 883435307 13G Page 5 of 9 Pages Schedule 13G Item 1(a). Name of Issuer: Thermadyne Holdings Corp (the "Issuer"). -------------- Item 1(b). Address of Issuer's Principal Executive Offices: ----------------------------------------------- 16052 Swingley Ridge Road, Suite 300, Chesterfield, MO 63017 Item 2(a). Name of Person Filing: Boone Capital Management, LP --------------------- ("Boone Capital"), and David S. Markus and Jeffrey B. Wertheim, as controlling owners of Boone Capital. Item 2(b). Address of Principal Business Office or, if None, Residence: ----------------------------------------------------------- The principal business address of Boone Capital, Mr. Markus and Mr. Wertheim is 400 Madison Avenue, Suite 12D, New York, NY 10017. Item 2(c). Citizenship: Boone Capital is organized under the laws of the ----------- State of Delaware. Mr. Markus and Mr. Wertheim are citizens of the United States. Item 2(d). Title of Class of Securities: Common Stock, $.01 par value ---------------------------- (the "Common Stock"). Item 2(e). CUSIP Number: 883435307. ------------ 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: -------------------------------------------------------- (a) [ ] Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o). (b) [ ] Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c). (c) [ ] Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c). (d) [ ] Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C 80a-8). (e) [X] An investment adviser in accordance with Section 240.13d-1(b)(1) (ii)(E); (f) [ ] An employee benefit plan or endowment fund in accordance with Section 240.13d-1(b)(1)(ii)(F); (g) [ ] A parent holding company or control person in accordance with Section 240.13d-1(b)(1)(ii)(G); (h) [ ] A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) [ ] A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); Page 5 of 9 CUSIP 883435307 13G Page 6 of 9 Pages (j) [ ] Group, in accordance with Section 240.13d-1(b)(1)(ii)(J). Boone Capital is an investment adviser registered under Section 203 of the Investment Advisers Act of 1940. Mr. Markus and Mr. Wertheim are controlling persons of Boone Capital. Item 4. Ownership. --------- (a) Amount beneficially owned: As of June 4, 2006, Boone Capital may be deemed to be the beneficial owner of 714,421 shares of Common Stock held for the account of certain private investment funds and managed accounts for which Boone Capital acts as an investment advisor. Messrs. Markus and Wertheim, in their capacities as controlling persons of Boone Capital, may each be deemed to be a beneficial owner of 714,421 shares of Common Stock deemed to be beneficially owned by Boone Capital as above. (b) Percent of class: 5.36% (c) Number of shares as to which the person has: (i) Sole power to vote or to direct the vote: ---------------------------------------- See line 5 of cover sheets. (ii) Shared power to vote or to direct the vote: ------------------------------------------ See line 6 of cover sheets. (iii) Sole power to dispose or to direct the -------------------------------------- disposition of: -------------- See line 7 of cover sheets. (iv) Shared power to dispose or to direct the ---------------------------------------- disposition of: -------------- See line 8 of cover sheets. Each of the Reporting Persons disclaims beneficial ownership of such shares of Common Stock except any shares that such Reporting Person holds of record. 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. ------ Not Applicable. Page 6 of 9 Pages CUSIP 883435307 13G Page 7 of 9 Pages 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. --------------------------------------------------------- Not Applicable. The Reporting Persons expressly disclaim membership in a "group" as used in Rule 13d-1(b)(ii)(J). 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. Page 7 of 9 Pages CUSIP 883435307 13G Page 8 of 9 Pages SIGNATURES ---------- 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 June 7, 2007. Boone Capital Management LP By: /s/ David S. Markus ----------------------------- David S. Markus, Principal Dated June 7, 2007. /s/ David S. Markus ----------------------------------- David S. Markus Dated June 7, 2007. /s/ Jeffrey B. Wertheim ----------------------------------- Jeffrey B. Wertheim Page 8 of 9 Pages CUSIP 883435307 13G Page 9 of 9 Pages JOINT FILING AGREEMENT 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 shall be filed on behalf of each of the undersigned without the necessity of filing additional joint filing agreements. 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 it contained therein, but shall not be responsible for the completeness and accuracy of the information concerning the others, except to the extent that it knows or has reason to believe that such information is inaccurate. This Agreement may be executed in counterparts and each of such counterparts taken together shall constitute one and the same instrument. Dated June 7, 2007. Boone Capital Management LP By: /s/ David S. Markus ----------------------------- David S. Markus, Principal Dated June 7, 2007. /s/ David S. Markus ----------------------------------- David S. Markus Dated June 7, 2007. /s/ Jeffrey B. Wertheim ----------------------------------- Jeffrey B. Wertheim -----END PRIVACY-ENHANCED MESSAGE-----