0001469026-20-000006.txt : 20200817 0001469026-20-000006.hdr.sgml : 20200817 20200814192812 ACCESSION NUMBER: 0001469026-20-000006 CONFORMED SUBMISSION TYPE: SC 13G PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20200817 DATE AS OF CHANGE: 20200814 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: NEW RELIC, INC. CENTRAL INDEX KEY: 0001448056 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PREPACKAGED SOFTWARE [7372] IRS NUMBER: 262017431 STATE OF INCORPORATION: DE FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: SC 13G SEC ACT: 1934 Act SEC FILE NUMBER: 005-88627 FILM NUMBER: 201107584 BUSINESS ADDRESS: STREET 1: 188 SPEAR STREET, STE. 1000 CITY: SAN FRANCISCO STATE: CA ZIP: 94105 BUSINESS PHONE: 650-777-7600 MAIL ADDRESS: STREET 1: 188 SPEAR STREET, STE. 1000 CITY: SAN FRANCISCO STATE: CA ZIP: 94105 FORMER COMPANY: FORMER CONFORMED NAME: NEW RELIC, INC DATE OF NAME CHANGE: 20151105 FORMER COMPANY: FORMER CONFORMED NAME: NEW RELIC INC DATE OF NAME CHANGE: 20081016 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: HMI Capital, LLC CENTRAL INDEX KEY: 0001469026 IRS NUMBER: 263669288 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G BUSINESS ADDRESS: STREET 1: 555 CALIFORNIA STREET STREET 2: SUITE 4900 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 BUSINESS PHONE: 415.391.9500 MAIL ADDRESS: STREET 1: 555 CALIFORNIA STREET STREET 2: SUITE 4900 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 SC 13G 1 NewRelic13g082020.txt HMI CAPITAL, LLC, SC13G NEW RELIC INC., 2020-08-14 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G UNDER THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT N0. 0) New Relic Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 64829B100 (CUSIP Number) August 5, 2020 (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) CUSIP NO. 64829B100 1 Name Of Reporting Persons Investment Adviser: HMI Capital, LLC 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 Number of Shares Beneficially Owned by Each Reporting With 5 Sole Voting Power 0 6 Shared Voting Power 3,989,021 7 Sole Dispositive Power 0 8 Shared Dispositive Power 3,989,021 9 Aggregate Amount Beneficially Owned By Each Reporting Person 3,989,021 10 Check If The Aggregate Amount In Row (9) Excludes Certain Shares Not Applicable 11 Percent Of Class Represented By Amount In Row 9 6.62% 12 Type Of Reporting Person (See Instructions) IA CUSIP NO. 64829B100 1 Name Of Reporting Persons Fund: HMI Capital Partners, L.P. 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 Number of Shares Beneficially Owned by Each Reporting With 5 Sole Voting Power 0 6 Shared Voting Power 3,655,986 7 Sole Dispositive Power 0 8 Shared Dispositive Power 3,655,986 9 Aggregate Amount Beneficially Owned By Each Reporting Person 3,655,986 10 Check If The Aggregate Amount In Row (9) Excludes Certain Shares Not Applicable 11 Percent Of Class Represented By Amount In Row 9 6.07% 12 Type Of Reporting Person (See Instructions) PN Item 1 (a). Name of Issuer: New Relic Inc. Item 1 (b). Address of Issuer's Principal Executive Offices: 188 Spear Street, Suite 1200 San Francisco, CA 94105 US Item 2 (a). Name of Person Filing: HMI Capital, LLC HMI Capital Partners, L.P. Item 2 (b). Address of Principal Business Office: The principal address of HMI Capital, LLC and HMI Capital Partners, L.P. is 555 California Street, Suite 4900, San Francisco, CA 94104. Item 2(c). Citizenship: United States Item 2(d).Title of Class of Securities: Common Stock Item 2 (e). CUSIP Number: 64829B100 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. (e) |_|An investment adviser in accordance with Rule 13d- 1(b)(1) (ii)(E); (f) |_|An employee benefit plan or endowment fund in accordance with Rule 13d-1(b)(1)(ii)(F); (g) |_| A parent holding company, in accordance with Rule 13d- 1(b)(ii)(G); (h) |_|A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act; (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; (j) |_|Group, in accordance with Rule 13d-1(b)(1)(ii)(J). Not Applicable Item 4. Ownership. HMI Capital, LLC (a) Amount beneficially owned: 3,989,021 (b) Percent of Class: 6.62% (c) Number of shares as to which such person has: (i) Sole power to vote or to direct the vote: 0 (ii) Shared power to vote or to direct the vote: 3,989,021 (iii) Sole power to dispose or to direct the disposition of: 0 (iv) Shared power to dispose or to direct the disposition of: 3,989,021 HMI Capital Partners, L.P. (a) Amount beneficially owned: 3,655,986 (b) Percent of Class: 6.07% (c) Number of shares as to which such person has: (i) Sole power to vote or to direct the vote: 0 (ii) Shared power to vote or to direct the vote: 3,655,986 (iii) Sole power to dispose or to direct the disposition of: 0 (iv) Shared power to dispose or to direct the disposition of: 3,655,986 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 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. 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 the purpose 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. Dated: August 14, 2020 HMI Capital, LLC By: Emily M. Brakebill Name: Emily M. Brakebill Title: Partner HMI Capital Partners, L.P. By: HMI Capital, LLC, its General Partner By: Emily M. Brakebill Name: Emily M. Brakebill Title: Partner