-----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, VerQzGrO5HwdFESdzW6g/0PuF0Ev7Didu2Y2apA0nhsDpfQlN+F4aZUYBC/s6+xS 5CxU9dH9IGF2JzxFPZ+3JQ== 0000902664-04-000898.txt : 20040514 0000902664-04-000898.hdr.sgml : 20040514 20040514172513 ACCESSION NUMBER: 0000902664-04-000898 CONFORMED SUBMISSION TYPE: SC 13G PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20040514 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: ARGOSY GAMING CO CENTRAL INDEX KEY: 0000895385 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-AMUSEMENT & RECREATION SERVICES [7900] IRS NUMBER: 371304247 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G SEC ACT: 1934 Act SEC FILE NUMBER: 005-43697 FILM NUMBER: 04809066 BUSINESS ADDRESS: STREET 1: 219 PIASA ST CITY: ALTON STATE: IL ZIP: 62002 BUSINESS PHONE: 6184747500 MAIL ADDRESS: STREET 1: 219 PIASA STREET CITY: ALTON STATE: IL ZIP: 62002 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: SIRIOS CAPITAL MANAGEMENT L P CENTRAL INDEX KEY: 0001104883 STATE OF INCORPORATION: CT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G BUSINESS ADDRESS: STREET 1: 75 PARK PLAZA CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: 6175985100 MAIL ADDRESS: STREET 1: 75 PARK PLAZA CITY: BOSTON STATE: MA ZIP: 02116 SC 13G 1 srz9647266-13g.txt ARGOSY GAMING COMPANY - SC 13G SECURITIES & EXCHANGE COMMISSION Washington, D.C. 20549 ---------------------- SCHEDULE 13G* (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1(b), (c) AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO 13d-2(b) Argosy Gaming Company (Name of Issuer) Class A Common Stock (Title of Class of Securities) 040228108 (CUSIP Number) May 10, 2004 (Date of event which requires filing of this statement) Check the appropriate box to designate the rule pursuant to which this Schedule 13G is filed: [ ] Rule 13d-1(b) [X] Rule 13d-1(c) [ ] Rule 13d-1(d) ---------------------- (Page 1 of 15 Pages) - ---------------- *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 purposes 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. 040228108 13G Page 2 of 15 Pages - ------------------------------------------------------------------------------ (1) NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) Sirios Capital Partners, L.P. - ------------------------------------------------------------------------------ (2) CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP ** (a) [X] (b) [ ] - ------------------------------------------------------------------------------ (3) SEC USE ONLY - ------------------------------------------------------------------------------ (4) CITIZENSHIP OR PLACE OF ORGANIZATION Delaware - ------------------------------------------------------------------------------ NUMBER OF (5) SOLE VOTING POWER -0- SHARES --------------------------------------------------------------- BENEFICIALLY (6) SHARED VOTING POWER 56,900 OWNED BY --------------------------------------------------------------- EACH (7) SOLE DISPOSITIVE POWER -0- REPORTING --------------------------------------------------------------- PERSON WITH (8) SHARED DISPOSITIVE POWER 56,900 - ------------------------------------------------------------------------------ (9) AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 56,900 - ------------------------------------------------------------------------------ (10) CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES ** [ ] - ------------------------------------------------------------------------------ (11) PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 0.2% - ------------------------------------------------------------------------------ (12) TYPE OF REPORTING PERSON ** PN ** SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 040228108 13G Page 3 of 15 Pages - ------------------------------------------------------------------------------ (1) NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) Sirios Capital Partners II, L.P. - ------------------------------------------------------------------------------ (2) CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP ** (a) [X] (b) [ ] - ------------------------------------------------------------------------------ (3) SEC USE ONLY - ------------------------------------------------------------------------------ (4) CITIZENSHIP OR PLACE OF ORGANIZATION Delaware - ------------------------------------------------------------------------------ NUMBER OF (5) SOLE VOTING POWER -0- SHARES --------------------------------------------------------------- BENEFICIALLY (6) SHARED VOTING POWER 291,150 OWNED BY --------------------------------------------------------------- EACH (7) SOLE DISPOSITIVE POWER -0- REPORTING --------------------------------------------------------------- PERSON WITH (8) SHARED DISPOSITIVE POWER 291,150 - ------------------------------------------------------------------------------ (9) AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 291,150 - ------------------------------------------------------------------------------ (10) CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES ** [ ] - ------------------------------------------------------------------------------ (11) PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 1.0% - ------------------------------------------------------------------------------ (12) TYPE OF REPORTING PERSON ** PN ** SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 040228108 13G Page 4 of 15 Pages - ------------------------------------------------------------------------------ (1) NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) Sirios/QP Partners, L.P. - ------------------------------------------------------------------------------ (2) CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP ** (a) [X] (b) [ ] - ------------------------------------------------------------------------------ (3) SEC USE ONLY - ------------------------------------------------------------------------------ (4) CITIZENSHIP OR PLACE OF ORGANIZATION Cayman Islands - ------------------------------------------------------------------------------ NUMBER OF (5) SOLE VOTING POWER -0- SHARES --------------------------------------------------------------- BENEFICIALLY (6) SHARED VOTING POWER 414,250 OWNED BY --------------------------------------------------------------- EACH (7) SOLE DISPOSITIVE POWER -0- REPORTING --------------------------------------------------------------- PERSON WITH (8) SHARED DISPOSITIVE POWER 414,250 - ------------------------------------------------------------------------------ (9) AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 414,250 - ------------------------------------------------------------------------------ (10) CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES ** [ ] - ------------------------------------------------------------------------------ (11) PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 1.4% - ------------------------------------------------------------------------------ (12) TYPE OF REPORTING PERSON ** PN - ------------------------------------------------------------------------------ ** SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 040228108 13G Page 5 of 15 Pages - ------------------------------------------------------------------------------ (1) NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) Sirios Overseas Fund, Ltd. - ------------------------------------------------------------------------------ (2) CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP ** (a) [X] (b) [ ] - ------------------------------------------------------------------------------ (3) SEC USE ONLY - ------------------------------------------------------------------------------ (4) CITIZENSHIP OR PLACE OF ORGANIZATION Cayman Islands - ------------------------------------------------------------------------------ NUMBER OF (5) SOLE VOTING POWER -0- SHARES --------------------------------------------------------------- BENEFICIALLY (6) SHARED VOTING POWER 671,400 OWNED BY --------------------------------------------------------------- EACH (7) SOLE DISPOSITIVE POWER -0- REPORTING --------------------------------------------------------------- PERSON WITH (8) SHARED DISPOSITIVE POWER 671,400 - ------------------------------------------------------------------------------ (9) AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 671,400 - ------------------------------------------------------------------------------ (10) CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES ** [ ] - ------------------------------------------------------------------------------ (11) PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 2.3% - ------------------------------------------------------------------------------ (12) TYPE OF REPORTING PERSON ** OO - ------------------------------------------------------------------------------ ** SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 040228108 13G Page 6 of 15 Pages - ------------------------------------------------------------------------------ (1) NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) Sirios Overseas Fund II, Ltd. - ------------------------------------------------------------------------------ (2) CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP ** (a) [X] (b) [ ] - ------------------------------------------------------------------------------ (3) SEC USE ONLY - ------------------------------------------------------------------------------ (4) CITIZENSHIP OR PLACE OF ORGANIZATION Cayman Islands - ------------------------------------------------------------------------------ NUMBER OF (5) SOLE VOTING POWER -0- SHARES --------------------------------------------------------------- BENEFICIALLY (6) SHARED VOTING POWER 66,300 OWNED BY --------------------------------------------------------------- EACH (7) SOLE DISPOSITIVE POWER -0- REPORTING --------------------------------------------------------------- PERSON WITH (8) SHARED DISPOSITIVE POWER 66,300 - ------------------------------------------------------------------------------ (9) AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 66,300 - ------------------------------------------------------------------------------ (10) CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES ** [ ] - ------------------------------------------------------------------------------ (11) PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) .2% - ------------------------------------------------------------------------------ (12) TYPE OF REPORTING PERSON ** OO - ------------------------------------------------------------------------------ ** SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 040228108 13G Page 7 of 15 Pages - ------------------------------------------------------------------------------ (1) NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) Sirios Capital Management, L.P. - ------------------------------------------------------------------------------ (2) CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP ** (a) [X] (b) [ ] - ------------------------------------------------------------------------------ (3) SEC USE ONLY - ------------------------------------------------------------------------------ (4) CITIZENSHIP OR PLACE OF ORGANIZATION Delaware - ------------------------------------------------------------------------------ NUMBER OF (5) SOLE VOTING POWER -0- SHARES --------------------------------------------------------------- BENEFICIALLY (6) SHARED VOTING POWER 1,500,000 OWNED BY --------------------------------------------------------------- EACH (7) SOLE DISPOSITIVE POWER -0- REPORTING --------------------------------------------------------------- PERSON WITH (8) SHARED DISPOSITIVE POWER 1,500,000 - ------------------------------------------------------------------------------ (9) AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,500,000 - ------------------------------------------------------------------------------ (10) CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES ** [ ] - ------------------------------------------------------------------------------ (11) PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 5.1% - ------------------------------------------------------------------------------ (12) TYPE OF REPORTING PERSON ** PN - ------------------------------------------------------------------------------ ** SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 040228108 13G Page 8 of 15 Pages - ------------------------------------------------------------------------------ (1) NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) Sirios Associates, L.L.C. - ------------------------------------------------------------------------------ (2) CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP ** (a) [X] (b) [ ] - ------------------------------------------------------------------------------ (3) SEC USE ONLY - ------------------------------------------------------------------------------ (4) CITIZENSHIP OR PLACE OF ORGANIZATION Delaware - ------------------------------------------------------------------------------ NUMBER OF (5) SOLE VOTING POWER -0- SHARES --------------------------------------------------------------- BENEFICIALLY (6) SHARED VOTING POWER 1,500,000 OWNED BY --------------------------------------------------------------- EACH (7) SOLE DISPOSITIVE POWER -0- REPORTING --------------------------------------------------------------- PERSON WITH (8) SHARED DISPOSITIVE POWER 1,500,000 - ------------------------------------------------------------------------------ (9) AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,500,000 - ------------------------------------------------------------------------------ (10) CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES ** [ ] - ------------------------------------------------------------------------------ (11) PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 5.1% - ------------------------------------------------------------------------------ (12) TYPE OF REPORTING PERSON ** OO - ------------------------------------------------------------------------------ ** SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 040228108 13G Page 9 of 15 Pages - ------------------------------------------------------------------------------ (1) NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) John F. Brennan, Jr. - ------------------------------------------------------------------------------ (2) CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP ** (a) [X] (b) [ ] - ------------------------------------------------------------------------------ (3) SEC USE ONLY - ------------------------------------------------------------------------------ (4) CITIZENSHIP OR PLACE OF ORGANIZATION United States - ------------------------------------------------------------------------------ NUMBER OF (5) SOLE VOTING POWER -0- SHARES --------------------------------------------------------------- BENEFICIALLY (6) SHARED VOTING POWER 1,500,000 OWNED BY --------------------------------------------------------------- EACH (7) SOLE DISPOSITIVE POWER -0- REPORTING --------------------------------------------------------------- PERSON WITH (8) SHARED DISPOSITIVE POWER 1,500,000 - ------------------------------------------------------------------------------ (9) AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,500,000 - ------------------------------------------------------------------------------ (10) CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES ** [ ] - ------------------------------------------------------------------------------ (11) PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 5.1% - ------------------------------------------------------------------------------ (12) TYPE OF REPORTING PERSON ** IN - ------------------------------------------------------------------------------ ** SEE INSTRUCTIONS BEFORE FILLING OUT! CUSIP No. 040228108 13G Page 10 of 15 Pages Item 1(a). Name of Issuer: The name of the issuer is Argosy Gaming Company (the "Company"). Item 1(b). Address of Issuer's Principal Executive Offices: The Company's principal executive offices are located at 219 Piasa Street, Alton, IL 62002. Item 2(a). Name of Person Filing: This statement is filed by: (i) Sirios Capital Partners, L.P., a Delaware limited partnership ("SCP I") with respect to the shares of Common Stock directly owned by it; (ii) Sirios Capital Partners II, L.P., a Delaware limited partnership ("SCP II") with respect to the shares of Common Stock directly owned by it; (iii) Sirios/QP Partners, L.P., a Cayman Islands exempted limited partnership ("SQP") with respect to the shares of Common Stock directly owned by it; (iv) Sirios Overseas Fund, Ltd., a Cayman Islands company ("SOF I") with respect to the shares of Common Stock directly owned by it; (v) Sirios Overseas Fund II, Ltd., a Cayman Islands company ("SOF II") with respect to the shares of Class A Common Stock directly owned by it; (vi) Sirios Capital Management, L.P., a Delaware limited partnership ("SCM"), which serves as investment manager to SCP I, SCP II, SQP, SOF I and SOF II, with respect to the shares of Common Stock directly owned by SCP I, SCP II, SQP, SOF I and SOF II; (vii) Sirios Associates, L.L.C., a Delaware limited liability company ("SA"), which is the general partner of SCM, with respect to the shares of Common Stock directly owned by each of SCP I, SCP II, SQP, SOF I and SOF II; and viii) John F. Brennan, Jr. ("Mr. Brennan"), sole managing member of SA, with respect to the shares of Common Stock directly owned by each of SCP I, SCP II, SQP, SOF I and SOF II. The foregoing persons are hereinafter sometimes collectively referred to as the "Reporting Persons." Any disclosures herein with respect to persons other than the Reporting Persons are made on information and belief after making inquiry to the appropriate party. CUSIP No. 040228108 13G Page 11 of 15 Pages Item 2(c). Citizenship: SCP I, SCP II and SCM are limited partnerships organized under the laws of the State of Delaware. SQP is an exempted limited partnership organized under the laws of the Cayman Islands. SOF I and SOF II are companies organized under the laws of the Cayman Islands. SA is a limited liability company organized under the laws of the State of Delaware. Mr. Brennan is a United States citizen. Item 2(d). Title of Class of Securities: Common Stock, $.01 par value per share (the "Common Stock") Item 2(e). CUSIP Number: 040228108 Item 3. If this statement is filed pursuant to Rules 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, (b) [ ] Bank as defined in Section 3(a)(6) of the Act, (c) [ ] Insurance Company as defined in Section 3(a)(19) of the Act, (d) [ ] Investment Company registered under Section 8 of the Investment Company Act of 1940, (e) [ ] Investment Adviser in accordance with Rule 13d-1 (b)(1)(ii)(E), (f) [ ] Employee Benefit Plan or Endowment Fund in accordance with 13d-1 (b)(1)(ii)(F), (g) [ ] Parent Holding Company or control person in accordance with Rule 13d-1 (b)(1)(ii)(G), (h) [ ] Savings Association as defined in Section 3(b) of the Federal Deposit Insurance Act, (i) [ ] Church Plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940, CUSIP No. 040228108 13G Page 12 of 15 Pages (j) [ ] Group, in accordance with Rule 13d-1(b)(1)(ii)(J). If this statement is filed pursuant to 13d-1(c), check this box: [x] Item 4. Ownership. A. Sirios Capital Partners, L.P. (a) Amount beneficially owned: 56,900 (b) Percent of class: 0.2%. The percentages used herein and in the rest of Item 4 are calculated based upon the 29,452,265 shares of Common Stock issued and outstanding as reflected in the Company's 10-Q for the quarterly period ended March 31, 2004. (c)(i) Sole power to vote or direct the vote: -0- (ii) Shared power to vote or direct the vote: 56,900 (iii) Sole power to dispose or direct the disposition: -0- (iv) Shared power to dispose or direct the disposition: 56,900 B. Sirios Capital Partners II, L.P. (a) Amount beneficially owned: 291,150 (b) Percent of class: 1.0% (c)(i) Sole power to vote or direct the vote: -0- (ii) Shared power to vote or direct the vote: 291,150 (iii) Sole power to dispose or direct the disposition: -0- (iv) Shared power to dispose or direct the disposition: 291,150 C. Sirios/QP Partners, L.P. (a) Amount beneficially owned: 414,250 (b) Percent of class: 1.4% (c)(i) Sole power to vote or direct the vote: -0- (ii) Shared power to vote or direct the vote: 414,250 (iii) Sole power to dispose or direct the disposition: -0- (iv) Shared power to dispose or direct the disposition: 414,250 CUSIP No. 040228108 13G Page 13 of 15 Pages D. Sirios Overseas Fund, Ltd. (a) Amount beneficially owned: 671,400 (b) Percent of class: 2.3% (c)(i) Sole power to vote or direct the vote: -0- (ii) Shared power to vote or direct the vote: 671,400 (iii) Sole power to dispose or direct the disposition: -0- (iv) Shared power to dispose or direct the disposition: 671,400 E. Sirios Overseas Fund II, Ltd. (a) Amount beneficially owned: 66,300 (b) Percent of class: 0.2% (c)(i) Sole power to vote or direct the vote: -0- (ii) Shared power to vote or direct the vote: 66,300 (iii) Sole power to dispose or direct the disposition: -0- (iv) Shared power to dispose or direct the disposition: 66,300 F. Sirios Capital Management, L.P. (a) Amount beneficially owned: 1,500,000 (b) Percent of class: 5.1% (c)(i) Sole power to vote or direct the vote: -0- (ii) Shared power to vote or direct the vote: 1,500,000 (iii) Sole power to dispose or direct the disposition: -0- (iv) Shared power to dispose or direct the disposition: 1,500,000 G. Sirios Associates, L.L.C. (a) Amount beneficially owned: 1,500,000 (b) Percent of class: 5.1% (c)(i) Sole power to vote or direct the vote: -0- (ii) Shared power to vote or direct the vote: 1,500,000 (iii) Sole power to dispose or direct the disposition: -0- (iv) Shared power to dispose or direct the disposition: 1,500,000 H. John F. Brennan, Jr. (a) Amount beneficially owned: 1,500,000 (b) Percent of class: 5.1% (c)(i) Sole power to vote or direct the vote: -0- (ii) Shared power to vote or direct the vote: 1,500,000 (iii) Sole power to dispose or direct the disposition: -0- (iv) Shared power to dispose or direct the disposition: 1,500,000 CUSIP No. 040228108 13G Page 14 of 15 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. SCM, the investment manager of SCP I, SCP II, SQP, SOF I and SOF II, has the power to direct the affairs of SCP I, SCP II, SQP, SOF I and SOF II, including decisions respecting the disposition of the proceeds from the sale of the shares. SA is the general partner of SCM. Mr. Brennan is the sole Managing Member of SA, and in that capacity directs its operations. Item 7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company. Not applicable. Item 8. Identification and Classification of Members of the Group. Not applicable. Item 9. Notice of Dissolution of Group. Not applicable. Item 10. Certification. Each of the Reporting Persons hereby makes the following 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. 040228108 13G Page 15 of 15 Pages SIGNATURES After reasonable inquiry and to the best of our knowledge and belief, the undersigned certify that the information set forth in this statement is true, complete and correct. DATED: May __, 2004 /s/ JOHN F. BRENNAN, JR. John F. Brennan, Jr., individually, and as sole managing member of Sirios Associates, L.L.C., the general partner of Sirios Capital Management, L.P., the investment manager of Sirios Capital Partners, L.P., Sirios Capital Partners II, L.P., Sirios/QP Partners, L.P., Sirios Overseas Fund, Ltd. and Sirios Overseas Fund II, Ltd. -----END PRIVACY-ENHANCED MESSAGE-----