13F-HR/A 1 d353889d13fhra.txt 13F-HR/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2012 Check here if Amendment [X]; Amendment Number: 1 This Amendment (Check only one.): [_] is a restatement. [_] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Stonerise Capital Management, LLC Address: 44 Montgomery Street, Suite 2000 San Francisco, CA 94104 Form 13F File Number: 28-14117 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: John C. Walker Title: Managing Member Phone: (415) 772-1907 Signature, Place, and Date of Signing: [/s/] John C. Walker San Francisco, California May 15, 2012 ----------------------- ---------------------------- -------------- [Signature] [City, State] [Date] Report Type (Check only one): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [_] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [_] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: [None] FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 12 Form 13F Information Table Value Total: $166,782 ----------- (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [None] 2 FORM 13F INFORMATION TABLE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 -------- -------- --------- -------- ---------------- ---------- -------- ------------------- VOTING AUTHORITY TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER ------------------- NAME OF ISSUER CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE -------------- -------- --------- -------- ------- --- ---- ---------- -------- ------- ------ ---- ACI Worldwide Inc. Com 004498101 17795 441900 SH Sole 441900 Alliance Data Systems Corp. Com 018581108 19366 153750 SH Sole 153750 Cash Store Finl Svcs Inc. Com 14756F103 6801 1171323 SH Sole 1171323 Coinstar Inc. Com 19259P300 19739 310600 SH Sole 310600 Davita Inc. Com 23918K108 3661 40600 SH Sole 40600 Equinix Inc. Com 29444U502 27695 175900 SH Sole 175900 GameStop Corp-Class A Com 36467W109 14196 650000 SH Sole 650000 Iron Mountain Inc Com 462846106 18697 649200 SH Sole 649200 MoneyGram International Inc. Com 60935Y208 12600 700000 SH Sole 700000 Quinstreet Inc. Com 74874Q100 3818 364000 SH Sole 364000 Teletech Holdings Inc. Com 879939106 6843 425000 SH Sole 425000 Valassis Communications, Inc. Com 918866104 15571 677000 SH Sole 677000
3 FORM 13F INFORMATION TABLE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 -------- -------- -------- -------- ---------------- ---------- -------- ---------------- VOTING AUTHORITY TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER ---------------- NAME OF ISSUER CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE -------------- -------- -------- -------- ------- --- ---- ---------- -------- ---- ------ ----
4 FORM 13F INFORMATION TABLE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 -------- -------- -------- -------- ---------------- ---------- -------- ---------------- VOTING AUTHORITY TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER ---------------- NAME OF ISSUER CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE -------------- -------- -------- -------- ------- --- ---- ---------- -------- ---- ------ ----
5 FORM 13F INFORMATION TABLE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 -------- -------- -------- -------- ---------------- ---------- -------- ---------------- VOTING AUTHORITY TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER ---------------- NAME OF ISSUER CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE -------------- -------- -------- -------- ------- --- ---- ---------- -------- ---- ------ ----
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