SC 13G
1
mm08-2007_13g.txt
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(AMENDMENT NO. ___ )
Domino's Pizza, Inc.
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(Name of Issuer)
Common Stock, $.01 par value
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(Title of Class of Securities)
25754A201
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CUSIP Number
August 9, 2007
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(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 13 Pages
CUSIP No.: 25754A201
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1 NAME OF REPORTING PERSON
Blue Harbour Group, LP
I.R.S. IDENTIFICATION NO. OF ABOVE PERSON (ENTITIES ONLY)
56-2457376
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2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) [_]
(b) [X]
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3 SEC USE ONLY
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4 CITIZENSHIP OR PLACE OF ORGANIZATION
Delaware
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5 SOLE VOTING POWER
0
NUMBER OF -------------------------------------------------------------
SHARES 6 SHARED VOTING POWER
BENEFICIALLY
OWNED BY 4,687,145
EACH -------------------------------------------------------------
REPORTING 7 SOLE DISPOSITIVE POWER
PERSON
WITH 0
-------------------------------------------------------------
8 SHARED DISPOSITIVE POWER
4,687,145
--------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
4,687,145
--------------------------------------------------------------------------------
10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
[_]
--------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
7.46%
--------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON
PN
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Page 2 of 13 Pages
CUSIP No.: 25754A201
--------------------------------------------------------------------------------
1 NAME OF REPORTING PERSON
Blue Harbour Strategic Value Partners Master Fund, LP
I.R.S. IDENTIFICATION NO. OF ABOVE PERSON (ENTITIES ONLY)
98-0450159
--------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [_]
(b) [X]
--------------------------------------------------------------------------------
3 SEC USE ONLY
--------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
Cayman Islands, British West Indies
--------------------------------------------------------------------------------
5 SOLE VOTING POWER
0
NUMBER OF -------------------------------------------------------------
SHARES 6 SHARED VOTING POWER
BENEFICIALLY
OWNED BY 4,248,845
EACH -------------------------------------------------------------
REPORTING 7 SOLE DISPOSITIVE POWER
PERSON
WITH 0
-------------------------------------------------------------
8 SHARED DISPOSITIVE POWER
4,248,845
--------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
4,248,845 *
--------------------------------------------------------------------------------
10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
[X]
--------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
6.76%
--------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON
PN
--------------------------------------------------------------------------------
* The aggregate amount in Row 9 excludes shares directly and beneficially owned
by Blue Harbour Institutional Partners Master Fund, L.P.
Page 3 of 13 Pages
CUSIP No.: 25754A201
--------------------------------------------------------------------------------
1 NAME OF REPORTING PERSON
Blue Harbour Institutional Partners Master Fund, L.P.
I.R.S. IDENTIFICATION NO. OF ABOVE PERSON (ENTITIES ONLY)
98-0495357
--------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) [_]
(b) [X]
--------------------------------------------------------------------------------
3 SEC USE ONLY
--------------------------------------------------------------------------------
4 CITIZENSHIP OR PLACE OF ORGANIZATION
Cayman Islands, British West Indies
--------------------------------------------------------------------------------
5 SOLE VOTING POWER
0
NUMBER OF -------------------------------------------------------------
SHARES 6 SHARED VOTING POWER
BENEFICIALLY
OWNED BY 438,300
EACH -------------------------------------------------------------
REPORTING 7 SOLE DISPOSITIVE POWER
PERSON
WITH 0
-------------------------------------------------------------
8 SHARED DISPOSITIVE POWER
438,300
--------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
438,300 *
--------------------------------------------------------------------------------
10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
[X]
--------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
0.70%
--------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON
PN
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* The aggregate amount in Row 9 excludes shares directly and beneficially owned
by Blue Harbour Strategic Value Partners Master Fund, LP
Page 4 of 13 Pages
CUSIP No.: 25754A201
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1 NAME OF REPORTING PERSON
Blue Harbour GP, LLC
I.R.S. IDENTIFICATION NO. OF ABOVE PERSON (ENTITIES ONLY)
20-1590782
--------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) [_]
(b) [X]
--------------------------------------------------------------------------------
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 4,687,145
EACH -------------------------------------------------------------
REPORTING 7 SOLE DISPOSITIVE POWER
PERSON
WITH 0
-------------------------------------------------------------
8 SHARED DISPOSITIVE POWER
4,687,145
--------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
4,687,145
--------------------------------------------------------------------------------
10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
[_]
--------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
7.46%
--------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON
OO
--------------------------------------------------------------------------------
Page 5 of 13 Pages
CUSIP No.: 25754A201
--------------------------------------------------------------------------------
1 NAME OF REPORTING PERSON
Blue Harbour Holdings, LLC
I.R.S. IDENTIFICATION NO. OF ABOVE PERSON (ENTITIES ONLY)
20-1590711
--------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) [_]
(b) [X]
--------------------------------------------------------------------------------
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 4,687,145
EACH -------------------------------------------------------------
REPORTING 7 SOLE DISPOSITIVE POWER
PERSON
WITH 0
-------------------------------------------------------------
8 SHARED DISPOSITIVE POWER
4,687,145
--------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
4,687,145
--------------------------------------------------------------------------------
10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
[_]
--------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
7.46%
--------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON
OO
--------------------------------------------------------------------------------
Page 6 of 13 Pages
CUSIP No.: 25754A201
--------------------------------------------------------------------------------
1 NAME OF REPORTING PERSON
Clifton S. Robbins
I.R.S. IDENTIFICATION NO. OF ABOVE PERSON (ENTITIES ONLY)
--------------------------------------------------------------------------------
2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) [_]
(b) [X]
--------------------------------------------------------------------------------
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 4,687,145
EACH -------------------------------------------------------------
REPORTING 7 SOLE DISPOSITIVE POWER
PERSON
WITH 0
-------------------------------------------------------------
8 SHARED DISPOSITIVE POWER
4,687,145
--------------------------------------------------------------------------------
9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
4,687,145
--------------------------------------------------------------------------------
10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
[_]
--------------------------------------------------------------------------------
11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
7.46%
--------------------------------------------------------------------------------
12 TYPE OF REPORTING PERSON
IN
--------------------------------------------------------------------------------
Page 7 of 13 Pages
ITEM 1. NAME OF ISSUER AND ADDRESS OF ISSUER'S PRINCIPAL EXECUTIVE OFFICES:
(a) Name of Issuer: Domino's Pizza, Inc. (the "Company")
(b) Address of Issuer's Principal Executive Offices:
30 Frank Lloyd Wright Drive
Ann Arbor, MI 48106
ITEM 2. PERSON FILING:
(a) Name of Person Filing:
Blue Harbour Group, LP ("Manager")
Blue Harbour Strategic Value Partners Master Fund, LP (the "Fund")
Blue Harbour Institutional Partners Master Fund, L.P. ("BHIP")
Blue Harbour GP, LLC ("Fund GP")
Blue Harbour Holdings, LLC ("Manager GP")
Clifton S. Robbins ("Mr. Robbins")
The Manager, Fund, BHIP, Fund GP, Manager GP and Mr. Robbins are herein
sometimes referred to each as a "Reporting Person" and collectively as the
"Reporting Persons."
(b) Address of Principal Business Office or, if none, Residence:
The address of the principal business office of each of the Fund,
BHIP, Fund GP, Manager, Manager GP and Mr. Robbins is:
240 Greenwich Avenue, 3rd Floor
Greenwich, Connecticut 06830
(c) Citizenship:
Each of the Fund and BHIP is organized under the laws of the Cayman
Islands. Each of Fund GP, Manager and Manager GP is organized under
the laws of the State of Delaware. Mr. Robbins is a citizen of the
United States of America.
(d) Title of Class of Securities:
Common Stock, par value $.01 per share (the "Common Stock")
(e) CUSIP Number:
25754A201
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
Exchange Act
(b) [_] Bank as defined in Section 3(a)(6) of the Exchange
Act
(c) [_] Insurance company as defined in Section 3(a)(19) of
the Exchange 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)
Page 8 of 13 Pages
(g) [_] A parent holding company or control person in
accordance with Rule 13d-1(b)(1)(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
(j) [_] Group, in accordance with Rule 13d-1(b)(1)(ii)(J)
ITEM 4. OWNERSHIP.
ITEM 4(A): AMOUNT BENEFICIALLY OWNED:
See response to Item 9 on each cover page, and the information set forth
below.
ITEM 4(B): PERCENT OF CLASS:
See response to Item 11 on each cover page, and the information set forth
below. Such figure is based on the number of shares of Common Stock outstanding
as of July 15, 2007 as set forth in the Company's Report on Form 10-Q for the
quarterly period ended June 17, 2007.
ITEM 4(C): Number of shares as to which the Reporting Person has:
(i) Sole power to vote or direct the vote:
See response to Item 5 on each cover page, and the information set
forth below.
(ii) Shared power to vote or to direct the vote:
See response to Item 6 on each cover page, and the information set
forth below.
(iii) Sole power to dispose of or to direct the disposition of:
See response to Item 7 on each cover page, and the information set
forth below.
(iv) Shared power to dispose of or to direct the disposition of:
See response to Item 8 on each cover page, and the information set
forth below.
The Fund is an exempt limited partnership organized under the laws of the
Cayman Islands and is the direct beneficial owner of 4,248,845 shares of Common
Stock reported on this Statement on Schedule 13G and BHIP is an exempt limited
partnership organized under the laws of the Cayman Islands and is the direct
owner of 438,300 shares of Common Stock reported on this Statement on Schedule
13G. Fund GP is the general partner of the Fund and BHIP. Manager serves as
investment manager of the Fund and BHIP. Manager GP is the general partner of
Manager. Mr. Robbins directly or indirectly through trusts or other entities
controlled by Mr. Robbins is the controlling shareholder of Manager GP and Fund
GP. By virtue of their relationships, Fund GP, Manager, Manager GP and Mr.
Robbins may be deemed to have shared power to vote and dispose of, or to direct
the vote and disposition of, the shares beneficially owned by the Fund and BHIP.
Fund GP, Manager, Manager GP and Mr. Robbins disclaim beneficial ownership of
such shares for all other purposes.
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.
Page 9 of 13 Pages
ITEM 8. IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP.
See Exhibit 1.
ITEM 9. NOTICE OF DISSOLUTION OF GROUP.
Not applicable.
ITEM 10. CERTIFICATION.
(a) Not applicable.
(b) By signing below the undersigned certifies that, to the best of its
or his (as the case may be) 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 10 of 13 Pages
SIGNATURES
After reasonable inquiry and to the best of my knowledge and belief, the
undersigned certifies that the information set forth in this statement is true,
complete and correct.
August 20, 2007 BLUE HARBOUR GROUP, LP
By: Blue Harbour Holdings, LLC, its
general partner
By: /s/ Clifton S. Robbins
--------------------------------
Name: Clifton S. Robbins
Title: Managing Member
August 20, 2007 BLUE HARBOUR STRATEGIC VALUE PARTNERS MASTER
FUND, LP
By: Blue Harbour GP, LLC, its
general partner
By: /s/ Clifton S. Robbins
--------------------------------
Name: Clifton S. Robbins
Title: Managing Member
August 20, 2007 BLUE HARBOUR INSTITUTIONAL PARTNERS MASTER
FUND, L.P.
By: Blue Harbour GP, LLC, its
general partner
By: /s/ Clifton S. Robbins
--------------------------------
Name: Clifton S. Robbins
Title: Managing Member
August 20, 2007 BLUE HARBOUR GP, LLC
By: /s/ Clifton S. Robbins
--------------------------------
Name: Clifton S. Robbins
Title: Managing Member
August 20, 2007 BLUE HARBOUR HOLDINGS, LLC
By: /s/ Clifton S. Robbins
--------------------------------
Name: Clifton S. Robbins
Title: Managing Member
August 20, 2007 /s/ Clifton S. Robbins
--------------------------------------------
Name: Clifton S. Robbins
Page 11 of 13 Pages
EXHIBIT INDEX
Exhibit No. Document
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1 Agreement as to Joint Filing of Schedule 13G,
dated as of August 19, 2007.
Page 12 of 13 Pages
EXHIBIT 1
AGREEMENT AS TO JOINT FILING OF SCHEDULE 13G
Dated as of August 19, 2007
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.
BLUE HARBOUR GROUP, LP
By: Blue Harbour Holdings, LLC, its
general partner
By: /s/ Clifton S. Robbins
--------------------------------
Name: Clifton S. Robbins
Title: Managing Member
BLUE HARBOUR STRATEGIC VALUE PARTNERS MASTER
FUND, LP
By: Blue Harbour GP, LLC, its
general partner
By: /s/ Clifton S. Robbins
--------------------------------
Name: Clifton S. Robbins
Title: Managing Member
BLUE HARBOUR INSTITUTIONAL PARTNERS MASTER
FUND, L.P.
By: Blue Harbour GP, LLC, its
general partner
By: /s/ Clifton S. Robbins
--------------------------------
Name: Clifton S. Robbins
Title: Managing Member
BLUE HARBOUR GP, LLC
By: /s/ Clifton S. Robbins
--------------------------------
Name: Clifton S. Robbins
Title: Managing Member
BLUE HARBOUR HOLDINGS, LLC
By: /s/ Clifton S. Robbins
--------------------------------
Name: Clifton S. Robbins
Title: Managing Member
/s/ Clifton S. Robbins
--------------------------------------------
Name: Clifton S. Robbins
Page 13 of 13 Pages