SECURITIES AND EXCHANGE COMMISSION
Washington, DC 20549
SCHEDULE 13G
Under the Securities Exchange Act of 1934
(Amendment No. )*
| New Relic, Inc. |
| (Name of Issuer) |
|
|
| Common Stock, par value $0.001 per share |
| (Title of Class of Securities) |
|
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| 64829B100 |
| (CUSIP Number) |
|
|
| December 31, 2015 |
| (Date of Event Which Requires Filing of this Statement) |
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
x Rule 13d-1(b)
o Rule 13d-1(c)
o 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 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).
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CUSIP No. 64829B100
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SCHEDULE 13G
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Page 2
of 9 Pages
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1
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NAME OF REPORTING PERSONS
Matrix Capital Management Company LP
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2
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CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) o
(b) o
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3
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SEC USE ONLY
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4
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CITIZENSHIP OR PLACE OF ORGANIZATION
Delaware, United States
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NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
5
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SOLE VOTING POWER
3,248,100
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6
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SHARED VOTING POWER
0
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7
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SOLE DISPOSITIVE POWER
3,248,100
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8
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SHARED DISPOSITIVE POWER
0
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9
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AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
3,248,100
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10
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CHECK
IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
|
o
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11
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PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
6.67%
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12
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TYPE OF REPORTING PERSON
IA, PN
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CUSIP No. 64829B100
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SCHEDULE 13G
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Page 3
of 9 Pages
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1
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NAME OF REPORTING PERSONS
Matrix Capital Management Master Fund, LP
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|||
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2
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CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) o
(b) o
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||
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3
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SEC USE ONLY
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4
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CITIZENSHIP OR PLACE OF ORGANIZATION
Cayman Islands
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NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
5
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SOLE VOTING POWER
3,200,712
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||
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6
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SHARED VOTING POWER
0
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|||
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7
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SOLE DISPOSITIVE POWER
3,200,712
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|||
|
8
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SHARED DISPOSITIVE POWER
0
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|||
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9
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AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
3,200,712
|
|||
|
10
|
CHECK
IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
|
o
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||
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11
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PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
6.57%
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12
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TYPE OF REPORTING PERSON
PN
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CUSIP No. 64829B100
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SCHEDULE 13G
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Page 4
of 9 Pages
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1
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NAME OF REPORTING PERSONS
David E. Goel
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2
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CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a) o
(b) o
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3
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SEC USE ONLY
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4
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CITIZENSHIP OR PLACE OF ORGANIZATION
United States
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|||
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NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON
WITH
|
5
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SOLE VOTING POWER
3,248,100
|
||
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6
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SHARED VOTING POWER
0
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|||
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7
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SOLE DISPOSITIVE POWER
3,248,100
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|||
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8
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SHARED DISPOSITIVE POWER
0
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|||
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9
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AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
3,248,100
|
|||
|
10
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CHECK
IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
|
o
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||
|
11
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PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
6.67%
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12
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TYPE
OF REPORTING PERSON
IN
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CUSIP No. 64829B100
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SCHEDULE 13G
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Page 5
of 9 Pages
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| Item 1. | (a) Name of Issuer |
New Relic, Inc.
| (b) Address of Issuer’s Principal Executive Offices |
188 Spear Street, Suite 1200
San Francisco, California 94105
| Item 2. | (a) Name of Person Filing |
Matrix Capital Management Company LP
Matrix Capital Management Master Fund, LP
David E. Goel
| (b) Address of Principal Business Office, or, if none, Residence |
Matrix Capital Management Company LP and David E. Goel
Bay Colony Corporate Center
1000 Winter Street, Suite 4500
Waltham, MA 02451
Matrix Capital Management Master Fund, LP
c/o Codan Trust Company (Cayman) Ltd.
Hutchins Drive, Cricket Square
PO Box 2681
Grand Cayman KY1-1111
Cayman Islands
| (c) Citizenship |
Matrix Capital Management Company LP is organized under the laws of the State of Delaware.
Matrix Capital Management Master Fund, LP is organized under the laws of the Cayman Islands.
David E. Goel is a United States citizen.
| (d) Title of Class of Securities |
Common Stock, par value $0.001 per share
| (e) CUSIP No.: |
64829B100
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CUSIP No. 64829B100
|
SCHEDULE 13G
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Page 6
of 9 Pages
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Item 3. If this statement is filed pursuant to §§240.13d-1(b) or 240.13d-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 §240.13d-1(b)(1)(ii)(E); | |
| (f) | ¨ | An employee benefit plan or endowment fund in accordance with §240.13d-1(b)(1)(ii)(F); | |
| (g) | ¨ | A parent holding company or control person in accordance with §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); | |
| (j) | ¨ | A non-U.S. institution in accordance with §240.13d-1(b)(1)(ii)(J); | |
| (k) | ¨ | A group, in accordance with §240.13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with §240.13d-1(b)(1)(ii)(J), please specify the type of institution: | |
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CUSIP No. 64829B100
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SCHEDULE 13G
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Page
7 of 9 Pages
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Item 4. Ownership
Matrix Capital Management Company LP, in its capacity as an investment adviser, has the sole right to vote and dispose of the Issuer's Common Stock. Matrix Capital Management Company LP is the investment adviser to Matrix Capital Management Master Fund LP and other pooled vehicles. David E. Goel is the Managing General Partner of Matrix Capital Management Company LP. Matrix Capital Management Company LP, Matrix Capital Management Master Fund LP, and Mr. Goel disclaim beneficial ownership of the Common Stock of the Issuer, except to the extent of his or its pecuniary interest therein.
Matrix Capital Management Company LP
(a) Amount beneficially owned: 3,248,100
(b) Percent of class: 6.67%
(c) Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote: 3,248,100
(ii) Shared power to vote or to direct the vote: 0
(iii) Sole power to dispose or to direct the disposition of: 3,248,100
(iv) Shared power to dispose or to direct the disposition of: 0
Matrix Capital Management Master Fund, LP
(a) Amount beneficially owned: 3,200,712
(b) Percent of class: 6.57%
(c) Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote: 3,200,712
(ii) Shared power to vote or to direct the vote: 0
(iii) Sole power to dispose or to direct the disposition of: 3,200,712
(iv) Shared power to dispose or to direct the disposition of: 0
David E. Goel
(a) Amount beneficially owned: 3,248,100
(b) Percent of class: 6.67%
(c) Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote: 3,248,100
(ii) Shared power to vote or to direct the vote: 0
(iii) Sole power to dispose or to direct the disposition of: 3,248,100
(iv) Shared power to dispose or to direct the disposition of: 0
Item 5. Ownership of Five Percent or Less of a Class
If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than 5 percent of the class of securities, check the following [ ].
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 or Control Person
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 acquired and are held in the ordinary course of business and 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.
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CUSIP No. 64829B100
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SCHEDULE 13G
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Page 8
of 9 Pages
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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: February 16, 2016
| Matrix Capital Management Company LP | |||
| By: | David E. Goel | ||
| Name: | David E. Goel | ||
| Title: | Managing General Partner | ||
| Matrix Capital Management Master Fund, LP | |||
| By: Matrix Capital Management Company LP | |||
| By: | David E. Goel | ||
| Name: | David E. Goel | ||
| Title: | Managing General Partner | ||
| By: | David E. Goel | ||
| Name: | David E. Goel | ||
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CUSIP No. 64829B100
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SCHEDULE 13G
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Page 9
of 9 Pages
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Exhibit 1
AGREEMENT
Each of the undersigned, pursuant to Rule 13d-1(k)(l) under the Securities Exchange Act of 1934, as amended, hereby agrees that only one statement containing the information required by Schedule 13G needs be filed with respect to the ownership by each of the undersigned of the shares of common stock of New Relic, Inc. and that the Schedule 13G to which this Agreement is appended as Exhibit 1 is to be filed with the Securities and Exchange Commission on behalf of each of the undersigned on or about the date hereof.
IN WITNESS WHEREOF, the undersigned have executed this Agreement as of the 16th day of February 2016.
Date: February 16, 2016
| Matrix Capital Management Company LP | |||
| By: | David E. Goel | ||
| Name: | David E. Goel | ||
| Title: | Managing General Partner | ||
| Matrix Capital Management Master Fund, LP | |||
| By: Matrix Capital Management Company LP | |||
| By: | David E. Goel | ||
| Name: | David E. Goel | ||
| Title: | Managing General Partner | ||
| By: | David E. Goel | ||
| Name: | David E. Goel | ||