0000904454-11-000435.txt : 20110810 0000904454-11-000435.hdr.sgml : 20110810 20110810150620 ACCESSION NUMBER: 0000904454-11-000435 CONFORMED SUBMISSION TYPE: SC 13G PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20110810 DATE AS OF CHANGE: 20110810 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: EMULEX CORP /DE/ CENTRAL INDEX KEY: 0000350917 STANDARD INDUSTRIAL CLASSIFICATION: COMPUTER COMMUNICATIONS EQUIPMENT [3576] IRS NUMBER: 510300558 STATE OF INCORPORATION: DE FISCAL YEAR END: 0627 FILING VALUES: FORM TYPE: SC 13G SEC ACT: 1934 Act SEC FILE NUMBER: 005-34050 FILM NUMBER: 111024129 BUSINESS ADDRESS: STREET 1: 3333 SUSAN STREET CITY: COSTA MESA STATE: CA ZIP: 92626 BUSINESS PHONE: 7146625600 MAIL ADDRESS: STREET 1: 3333 SUSAN STREET CITY: COSTA MESA STATE: CA ZIP: 92626 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: ARTIS CAPITAL MANAGEMENT, L.P. CENTRAL INDEX KEY: 0001279364 IRS NUMBER: 943405314 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G BUSINESS ADDRESS: STREET 1: ONE MARKET PLAZA STREET 2: SPEAR ST TOWER, SUITE 1700 CITY: SAN FRANCISCO STATE: CA ZIP: 94105 BUSINESS PHONE: 415 344 6200 MAIL ADDRESS: STREET 1: ONE MARKET PLAZA STREET 2: SPEAR ST TOWER, SUITE 1700 CITY: SAN FRANCISCO STATE: CA ZIP: 94105 FORMER COMPANY: FORMER CONFORMED NAME: ARTIS CAPITAL MANAGEMENT LLC DATE OF NAME CHANGE: 20040210 SC 13G 1 s13g_071511-emulex.htm SCHEDULE 13G FOR EMULEX s13g_071511-emulex.htm


UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
 
 
SCHEDULE 13G
 
Under the Securities Exchange Act of 1934
(Amendment No. ___)
 
 
Emulex Corporation
(Name of Issuer)
 
 
Common Stock, par value $0.10
(Title of Class of Securities)
 
 
292475209
(CUSIP Number)
 
 
July 15, 2011
(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)
 
¨  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 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).

 
 
 

CUSIP No. 292475209
1
NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY):
 
Artis Capital Management, L.P.
943405314
 
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)
 
 
(a) [ ]
(b) [X]
3
SEC USE ONLY
 
 
4
CITIZENSHIP OR PLACE OF ORGANIZATION
 
 
California
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH
5
SOLE VOTING POWER
 
 
9,930,460
6
SHARED VOTING POWER
 
 
0
7
SOLE DISPOSITIVE POWER
 
 
9,930,460
8
SHARED DISPOSITIVE POWER
 
 
0
9
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
 
9,930,460
10
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)
 
 
[ ]
11
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9
 
11.32% *
12
TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
 
 
PN, IA

* Based on 87,756,047 shares of Common Stock outstanding as of April 25, 2011, as reported in the Issuer's Quarterly Report on Form 10-Q for the period ended March 27, 2011, filed with the Securities and Exchange Commission on May 4, 2011.

 
 
 

CUSIP No. 292475209

Item 1(a).               Name of Issuer:

Emulex Corporation

Item 1(b).               Address of Issuer's Principal Executive Offices:

3333 Susan Street
Costa Mesa, CA 92626

Item 2(a)                Name of Person Filing:

This statement is being filed by Artis Capital Management, L.P., a California limited partnership (“Artis”).

Item 2(b)
Address of Principal Business Office:

One Market Plaza, Steuart Tower, Floor 27, San Francisco, California 94105.

Item 2(c)                Citizenship or Place of Organization:

California

Item 2(d)                Title of Class of Securities:

Common Stock, par value $0.10

Item 2(e)                CUSIP Number:

292475209

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 (15 U.S.C. 78o).
 
(b)
[  ]  Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 73c).
 
(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 §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 association 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)
[  ]  Group, in accordance with §240.13d-1(b)(1)(ii)(J).

[  ]  If this statement is filed pursuant to §240.13d-1(c), check this box.

Item 4.
Ownership
 
The information set forth in Rows 5 through 11 of the cover page to this Schedule 13G is incorporated herein by reference.
 
 

 
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

Artis, a registered investment adviser, serves as investment adviser to various investment funds that directly hold the Common Stock for the benefit of the investors in those funds.  The investment funds have the right to receive dividends from, or the proceeds from the sale of, the Common Stock.

Artis Capital Management, Inc. (“Artis Inc.”) is the general partner of Artis.  Stuart Peterson (“Peterson”) is the president of Artis Inc. and the controlling owner of Artis and Artis Inc.  By virtue of these relationships, Artis Inc. and Peterson may be deemed to beneficially own the Common Stock held by the funds; however, the filing of this statement shall not be construed as an admission that Artis Inc. or Peterson is the beneficial owner of the Common Stock held by the funds.

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.


 
 
 
CUSIP No. 292475209

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.
 

Date:  August 10, 2011

 
ARTIS CAPITAL MANAGEMENT, L.P.
 
 
 
By:
/s/ Michael P. Dimitruk
   
Name:  Michael P. Dimitruk
Title:    General Counsel