0001140361-18-037023.txt : 20180827 0001140361-18-037023.hdr.sgml : 20180827 20180827164216 ACCESSION NUMBER: 0001140361-18-037023 CONFORMED SUBMISSION TYPE: SC 13D/A PUBLIC DOCUMENT COUNT: 2 FILED AS OF DATE: 20180827 DATE AS OF CHANGE: 20180827 GROUP MEMBERS: AVINASH KRIPALANI GROUP MEMBERS: FIRST SERIES OF HDML FUND I LLC GROUP MEMBERS: HALCYON ENERGY, POWER & INFRASTRUCTURE CAPITAL HOLDINGS LLC GROUP MEMBERS: HALCYON MOUNT BONNELL FUND LP GROUP MEMBERS: HALCYON SOLUTIONS GP LLC GROUP MEMBERS: HALCYON SOLUTIONS MASTER FUND LP GROUP MEMBERS: HCN GP LLC GROUP MEMBERS: HCN LP GROUP MEMBERS: HDML ASSET LLC GROUP MEMBERS: JASON DILLOW GROUP MEMBERS: JOHN BADER GROUP MEMBERS: KEVAH KONNER SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: NextDecade Corp. CENTRAL INDEX KEY: 0001612720 STANDARD INDUSTRIAL CLASSIFICATION: NATURAL GAS TRANSMISSION & DISTRIBUTION [4923] IRS NUMBER: 465723951 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13D/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-88779 FILM NUMBER: 181039325 BUSINESS ADDRESS: STREET 1: 3 WATERWAY SQUARE PLACE CITY: THE WOODLANDS STATE: TX ZIP: 77380 BUSINESS PHONE: 832-403-1874 MAIL ADDRESS: STREET 1: 3 WATERWAY SQUARE PLACE CITY: THE WOODLANDS STATE: TX ZIP: 77380 FORMER COMPANY: FORMER CONFORMED NAME: Harmony Merger Corp. DATE OF NAME CHANGE: 20140703 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: Halcyon Capital Management LP CENTRAL INDEX KEY: 0001633312 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13D/A BUSINESS ADDRESS: STREET 1: 477 MADISON AVENUE CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212.303.9400 MAIL ADDRESS: STREET 1: 477 MADISON AVENUE CITY: NEW YORK STATE: NY ZIP: 10022 FORMER COMPANY: FORMER CONFORMED NAME: Halcyon Management Holdings LP DATE OF NAME CHANGE: 20150210 SC 13D/A 1 formsc13da.htm SC 13D/A

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C.  20549

SCHEDULE 13D
Under the Securities Exchange Act of 1934
(Amendment No. 5)*
 
NextDecade Corporation
(Name of Issuer)

Common Stock, par value $0.0001 per share
(Title of class of securities)
 
65342K105
(CUSIP number)
 
Halcyon Capital Management L.P.
477 Madison Avenue, 8th Floor
New York, New York 10022
212-303-9400

With copies to:
Jackie Cohen
Weil Gotshal & Manges, LLP
767 Fifth Avenue
New York, New York 10153
(212) 310-8000
(Name, address and telephone number of person authorized to receive notices and communications)
 
August 23, 2018
(Date of event which requires filing of this statement)

If the filing person has previously filed a statement on Schedule 13G to report the acquisition which is the subject of this Schedule 13D, and is filing this schedule because of Rule 13d-1(e), 13d-1(f) or 13d-1(g), check the following box ☐.
 


  13D Page 2
 
Schedule 13D
CUSIP No. 65342K105
 
 
 
1
NAME OF REPORTING PERSON
 
 
Halcyon Mount Bonnell Fund LP
 
 
 
 
 
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)
 
(b)
 
 
3
SEC USE ONLY
 
 
 
 
 
 
 
4
SOURCE OF FUNDS
 
 
OO
 
 
 
 
5
CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(D) OR 2(E)
 
 
 
 
 
 
6
CITIZENSHIP OR PLACE OF ORGANIZATION
 
 
Delaware
 
 
 
 
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH
7
SOLE VOTING POWER
 
 
No change reported.
 
 
 
 
8
SHARED VOTING POWER
 
 
No change reported.
 
 
 
 
9
SOLE DISPOSITIVE POWER
 
 
No change reported.
 
 
 
 
10
SHARED DISPOSITIVE POWER
 
 
No change reported.
 
 
 
 
11
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
 
 
No change reported.
 
 
 
 
12
CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
 
 
 
 
 
 
13
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
 
 
No change reported.
 
 
 
 
14
TYPE OF REPORTING PERSON
 
 
PN
 
 
 
 
 
2

  13D Page 3
 
Schedule 13D
CUSIP No. 65342K105
 
 
 
1
NAME OF REPORTING PERSON
 
 
HCN LP
 
 
 
 
 
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)
 
(b)
 
 
3
SEC USE ONLY
 
 
 
 
 
 
 
4
SOURCE OF FUNDS
 
 
OO
 
 
 
 
5
CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(D) OR 2(E)
 
 
 
 
 
 
6
CITIZENSHIP OR PLACE OF ORGANIZATION
 
 
Cayman Islands
 
 
 
 
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH
7
SOLE VOTING POWER
 
 
No change reported.
 
 
 
 
8
SHARED VOTING POWER
 
 
No change reported.
 
 
 
 
9
SOLE DISPOSITIVE POWER
 
 
No change reported.
 
 
 
 
10
SHARED DISPOSITIVE POWER
 
 
No change reported.
 
 
 
 
11
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
 
 
No change reported.
 
 
 
 
12
CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
 
 
 
 
 
 
13
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
 
 
No change reported.
 
 
 
 
14
TYPE OF REPORTING PERSON
 
 
PN
 
 
 
 
 
3

   13D Page 4
 
Schedule 13D
CUSIP No. 65342K105
 
 
 
1
NAME OF REPORTING PERSON
 
 
HCN GP LLC
 
 
 
 
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)
 
(b)
 
 
3
SEC USE ONLY
 
 
 
 
 
 
 
4
SOURCE OF FUNDS
 
 
OO
 
 
 
 
5
CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(D) OR 2(E)
 
 
 
 
 
 
6
CITIZENSHIP OR PLACE OF ORGANIZATION
 
 
Delaware
 
 
 
 
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH
7
SOLE VOTING POWER
 
 
No change reported.
 
 
 
 
8
SHARED VOTING POWER
 
 
No change reported.
 
 
 
 
9
SOLE DISPOSITIVE POWER
 
 
No change reported.
 
 
 
 
10
SHARED DISPOSITIVE POWER
 
 
No change reported.
 
 
 
 
11
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
 
 
No change reported.
 
 
 
 
12
CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
 
 
 
 
 
 
13
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
 
 
No change reported.
 
 
 
 
14
TYPE OF REPORTING PERSON
 
 
PN
 
 
 
 
 
*Includes shares owned by HCN LP.
 
4

 
13D
Page 5
 
Schedule 13D
CUSIP No. 65342K105
 
 
 
1
NAME OF REPORTING PERSON
 
 
Halcyon Energy, Power and Infrastructure Capital Holdings LLC
 
 
 
 
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)
 
(b)
 
 
3
SEC USE ONLY
 
 
 
 
 
 
 
4
SOURCE OF FUNDS
 
 
OO
 
 
 
 
5
CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(D) OR 2(E)
 
 
 
 
 
 
6
CITIZENSHIP OR PLACE OF ORGANIZATION
 
 
Delaware
 
 
 
 
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH
7
SOLE VOTING POWER
 
 
No change reported.
 
 
 
 
8
SHARED VOTING POWER
 
 
No change reported.
 
 
 
 
9
SOLE DISPOSITIVE POWER
 
 
No change reported.
 
 
 
 
10
SHARED DISPOSITIVE POWER
 
 
No change reported.
 
 
 
 
11
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
 
 
No change reported.
 
 
 
 
12
CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
 
 
 
 
 
 
13
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
 
 
No change reported.
 
 
 
 
14
TYPE OF REPORTING PERSON
 
 
OO (see Item 5)
 
 
 
 
 
5

 
13D
Page 6
 
Schedule 13D
CUSIP No. 65342K105
 
 
 
1
NAME OF REPORTING PERSON
 
 
First Series of HDML Fund I LLC
 
 
 
 
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)
 
(b)
 
 
3
SEC USE ONLY
 
 
 
 
 
 
 
4
SOURCE OF FUNDS
 
 
OO
 
 
 
 
5
CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(D) OR 2(E)
 
 
 
 
 
 
6
CITIZENSHIP OR PLACE OF ORGANIZATION
 
 
Delaware
 
 
 
 
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH
7
SOLE VOTING POWER
 
 
No change reported.
 
 
 
 
8
SHARED VOTING POWER
 
 
No change reported.
 
 
 
 
9
SOLE DISPOSITIVE POWER
 
 
No change reported.
 
 
 
 
10
SHARED DISPOSITIVE POWER
 
 
No change reported.
 
 
 
 
11
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
 
 
No change reported.
 
 
 
 
12
CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
 
 
 
 
 
 
13
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
 
 
No change reported.
 
 
 
 
14
TYPE OF REPORTING PERSON
 
 
OO
 
 
 
 
 
6

 
13D
Page 7
 
Schedule 13D
CUSIP No. 65342K105
 
 
 
1
NAME OF REPORTING PERSON
 
 
HDML Asset LLC
 
 
 
 
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)
 
(b)
 
 
3
SEC USE ONLY
 
 
 
 
 
 
 
4
SOURCE OF FUNDS
 
 
OO
 
 
 
 
5
CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(D) OR 2(E)
 
 
 
 
 
 
6
CITIZENSHIP OR PLACE OF ORGANIZATION
 
 
Delaware
 
 
 
 
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH
7
SOLE VOTING POWER
 
 
No change reported.
 
 
 
 
8
SHARED VOTING POWER
 
 
No change reported.
 
 
 
 
9
SOLE DISPOSITIVE POWER
 
 
No change reported.
 
 
 
 
10
SHARED DISPOSITIVE POWER
 
 
No change reported.
 
 
 
 
11
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
 
 
No change reported.
 
 
 
 
12
CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
 
 
 
 
 
 
13
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
 
 
No change reported.
 
 
 
 
14
TYPE OF REPORTING PERSON
 
 
OO
 
 
 
 
 
*Includes shares owned by First Series of HDML Fund I LLC and Halcyon Mount Bonnell Fund L.P.
 
7

 
13D
Page 8
 
Schedule 13D
CUSIP No. 65342K105
 
 
 
1
NAME OF REPORTING PERSON
 
 
Halcyon Solutions Master Fund LP
 
 
 
 
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)
 
(b)
 
 
3
SEC USE ONLY
 
 
 
 
 
 
 
4
SOURCE OF FUNDS
 
 
OO
 
 
 
 
5
CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(D) OR 2(E)
 
 
 
 
 
 
6
CITIZENSHIP OR PLACE OF ORGANIZATION
 
 
Cayman Islands
 
 
 
 
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH
7
SOLE VOTING POWER
 
 
No change reported.
 
 
 
 
8
SHARED VOTING POWER
 
 
No change reported.
 
 
 
 
9
SOLE DISPOSITIVE POWER
 
 
No change reported.
 
 
 
 
10
SHARED DISPOSITIVE POWER
 
 
No change reported.
 
 
 
 
11
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
 
 
No change reported.
 
 
 
 
12
CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
 
 
 
 
 
 
13
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
 
 
No change reported.
 
 
 
 
14
TYPE OF REPORTING PERSON
 
 
PN
 
 
 
 
 
8

 
13D
Page 9
 
Schedule 13D
CUSIP No. 65342K105
 
 
 
1
NAME OF REPORTING PERSON
 
 
Halcyon Solutions GP LLC
 
 
 
 
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)
 
(b)
 
 
3
SEC USE ONLY
 
 
 
 
 
 
 
4
SOURCE OF FUNDS
 
 
OO
 
 
 
 
5
CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(D) OR 2(E)
 
 
 
 
 
 
6
CITIZENSHIP OR PLACE OF ORGANIZATION
 
 
Cayman Islands
 
 
 
 
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH
7
SOLE VOTING POWER
 
 
No change reported.
 
 
 
 
8
SHARED VOTING POWER
 
 
No change reported.
 
 
 
 
9
SOLE DISPOSITIVE POWER
 
 
No change reported.
 
 
 
 
10
SHARED DISPOSITIVE POWER
 
 
No change reported.
 
 
 
 
11
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
 
 
No change reported.
 
 
 
 
12
CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
 
 
 
 
 
 
13
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
 
 
No change reported.
 
 
 
 
14
TYPE OF REPORTING PERSON
 
 
PN
 
 
 
 

*Includes shares owned by Halcyon Solutions Master Fund LP
 
9

13D
Page 10
 
Schedule 13D
CUSIP No. 65342K105
 
 
 
1
NAME OF REPORTING PERSON
 
 
Avinash Kripalani
 
 
 
 
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)
 
(b)
 
 
3
SEC USE ONLY
 
 
 
 
 
 
 
4
SOURCE OF FUNDS
 
 
OO
 
 
 
 
5
CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(D) OR 2(E)
 
 
 
 
 
 
6
CITIZENSHIP OR PLACE OF ORGANIZATION
 
 
Cayman Islands
 
 
 
 
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH
7
SOLE VOTING POWER
 
 
No change reported.
 
 
 
 
8
SHARED VOTING POWER
 
 
No change reported.
 
 
 
 
9
SOLE DISPOSITIVE POWER
 
 
No change reported.
 
 
 
 
10
SHARED DISPOSITIVE POWER
 
 
No change reported.
 
 
 
 
11
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
 
 
No change reported.
 
 
 
 
12
CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
 
 
 
 
 
 
13
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
 
 
No change reported.
 
 
 
 
14
TYPE OF REPORTING PERSON
 
 
IN
 
 
 
 

*Includes shares owned by Halcyon Mount Bonnell Fund LP, HCN LP, Halcyon Energy, Power and Infrastructure Capital Holdings LLC, First Series of I HDML Fund LLC and Halcyon Solutions Master Fund, L.P.
 
10

13D
Page 11
 
Schedule 13D
CUSIP No. 65342K105
 
 
 
1
NAME OF REPORTING PERSON
 
 
Jason Dillow
 
 
 
 
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)
 
(b)
 
 
3
SEC USE ONLY
 
 
 
 
 
 
 
4
SOURCE OF FUNDS
 
 
OO
 
 
 
 
5
CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(D) OR 2(E)
 
 
 
 
 
 
6
CITIZENSHIP OR PLACE OF ORGANIZATION
 
 
Cayman Islands
 
 
 
 
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH
7
SOLE VOTING POWER
 
 
No change reported.
 
 
 
 
8
SHARED VOTING POWER
 
 
No change reported.
 
 
 
 
9
SOLE DISPOSITIVE POWER
 
 
No change reported.
 
 
 
 
10
SHARED DISPOSITIVE POWER
 
 
No change reported.
 
 
 
 
11
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
 
 
No change reported.
 
 
 
 
12
CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
 
 
 
 
 
 
13
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
 
 
No change reported.
 
 
 
 
14
TYPE OF REPORTING PERSON
 
 
IN
 
 
 
 
 
*Includes shares owned by Halcyon Mount Bonnell Fund LP, HCN LP, Halcyon Energy, Power and Infrastructure Capital Holdings LLC, First Series of HDML Fund I LLC and Halcyon Solutions Master Fund, L.P.
 
11

13D
Page 12
 
Schedule 13D
CUSIP No. 65342K105
 
 
 
1
NAME OF REPORTING PERSON
 
 
Kevah Konner
 
 
 
 
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)
 
(b)
 
 
3
SEC USE ONLY
 
 
 
 
 
 
 
4
SOURCE OF FUNDS
 
 
OO
 
 
 
 
5
CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(D) OR 2(E)
 
 
 
 
 
 
6
CITIZENSHIP OR PLACE OF ORGANIZATION
 
 
Cayman Islands
 
 
 
 
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH
7
SOLE VOTING POWER
 
 
No change reported.
 
 
 
 
8
SHARED VOTING POWER
 
 
No change reported.
 
 
 
 
9
SOLE DISPOSITIVE POWER
 
 
No change reported.
 
 
 
 
10
SHARED DISPOSITIVE POWER
 
 
No change reported.
 
 
 
 
11
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
 
 
No change reported.
 
 
 
 
12
CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
 
 
 
 
 
 
13
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
 
 
No change reported.
 
 
 
 
14
TYPE OF REPORTING PERSON
 
 
IN
 
 
 
 

*Includes shares owned by Halcyon Mount Bonnell Fund LP, HCN LP, Halcyon Energy, Power and Infrastructure Capital Holdings LLC, First Series of HDML Fund I LLC and Halcyon Solutions Master Fund, L.P.
 
12

13D
Page 13
 
Schedule 13D
CUSIP No. 65342K105
 
 
 
1
NAME OF REPORTING PERSON
 
 
John Bader
 
 
 
 
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)
 
(b)
 
 
3
SEC USE ONLY
 
 
 
 
 
 
 
4
SOURCE OF FUNDS
 
 
OO
 
 
 
 
5
CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(D) OR 2(E)
 
 
 
 
 
 
6
CITIZENSHIP OR PLACE OF ORGANIZATION
 
 
Cayman Islands
 
 
 
 
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH
7
SOLE VOTING POWER
 
 
No change reported.
 
 
 
 
8
SHARED VOTING POWER
 
 
No change reported.
 
 
 
 
9
SOLE DISPOSITIVE POWER
 
 
No change reported.
 
 
 
 
10
SHARED DISPOSITIVE POWER
 
 
No change reported.
 
 
 
 
11
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
 
 
No change reported.
 
 
 
 
12
CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
 
 
 
 
 
 
13
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
 
 
No change reported.
 
 
 
 
14
TYPE OF REPORTING PERSON
 
 
IN
 
 
 
 
 
*Includes shares owned by Halcyon Mount Bonnell Fund LP, HCN LP, Halcyon Energy, Power and Infrastructure Capital Holdings LLC, First Series of HDML Fund I LLC and Halcyon Solutions Master Fund, L.P.
 
13

13D
Page 14
 
Schedule 13D
CUSIP No. 65342K105
 
 
 
1
NAME OF REPORTING PERSON
 
 
Halcyon Capital Management LP
 
 
 
 
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)
 
(b)
 
 
3
SEC USE ONLY
 
 
 
 
 
 
 
4
SOURCE OF FUNDS
 
 
OO
 
 
 
 
5
CHECK IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(D) OR 2(E)
 
 
 
 
 
 
6
CITIZENSHIP OR PLACE OF ORGANIZATION
 
 
Cayman Islands
 
 
 
 
NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH
7
SOLE VOTING POWER
 
 
No change reported.
 
 
 
 
8
SHARED VOTING POWER
 
 
No change reported.
 
 
 
 
9
SOLE DISPOSITIVE POWER
 
 
No change reported.
 
 
 
 
10
SHARED DISPOSITIVE POWER
 
 
No change reported.
 
 
 
 
11
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
 
 
No change reported.
 
 
 
 
12
CHECK IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES
 
 
 
 
 
 
13
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
 
 
No change reported.
 
 
 
 
14
TYPE OF REPORTING PERSON
 
 
PN
 
 
 
 
 
*Includes shares owned by Halcyon Mount Bonnell Fund LP, HCN LP, Halcyon Energy, Power and Infrastructure Capital Holdings LLC, First Series of HDML Fund I LLC and Halcyon Solutions Master Fund, L.P.
 
14

This Amendment No. 5 (“Amendment No. 5”) amends the Schedule 13D originally filed with the U.S. Securities and Exchange Commission (the “Commission”) on August 3, 2017, as amended (as amended, the “Statement”), and is filed by the Reporting Persons with respect to the common stock, $0.0001 par value per share (“Shares”), of NextDecade Corporation (the “Issuer”).  Capitalized terms used herein but not defined shall have the meaning given to them in the Statement.
 
Item 4.
Purpose of Transaction.
 
Item 4 is amended and supplemented as follows:
 
On August 23, 2018, the Issuer entered into a Series B Convertible Preferred Stock Purchase Agreement with certain funds managed by BlackRock.  Concurrently, Halcyon Capital Management, L.P. (“Halcyon Management”) severally on behalf of certain of its funds or accounts managed by it, entered into a Stockholder Support Agreement (the “Support Agreement”) with the Issuer pursuant to which Halcyon Management agreed to vote (or cause to be voted), at a special meeting of the stockholders of the Issuer, all Voting Securities (as defined in the Support Agreement) owned or held by Halcyon Management or over which Halcyon Management has voting control, in favor of the issuance of Series B Convertible Preferred Stock by the Issuer pursuant to the Series B Convertible Preferred Stock Purchase Agreement.  Furthermore, Halcyon Management agreed, during the term of the Support Agreement, not to directly or indirectly transfer any such Voting Securities except to an affiliate or to a transferee who agrees to be bound by the terms of the agreement.  The Support Agreement terminates upon the earlier to occur of (i) the Closing Date (as defined in the Series B Preferred Stock Purchase Agreement) and (ii) October 31, 2018.  The foregoing is a summary of the material terms of the Support Agreement and is qualified in its entirety by reference to the full text of the Support Agreement, which is attached hereto as Exhibit 10.8.
 
As disclosed in the Issuer’s Form 8-K filed with the SEC on August 24, 2018, the Issuer plans to grant the holders of the Issuer’s Series A Convertible Preferred Stock, including Halcyon Management, the right to purchase their pro rata share, along with each holder of the Issuer’s Series B Convertible Preferred Stock, of any future issuance of shares of Series C Convertible Preferred Stock of the Issuer, under certain circumstances.
 
Item 6.
Contracts, Arrangements, Understandings or Relationships with Respect to Securities of the Issuer
 
The responses to Item 4 of this Amendment No. 5 are incorporated herein by reference.
 
Item 7.
Material to Be Filed as Exhibits
 
Item 7 is amended and supplemented as follows:
 
8
Stockholder Support Agreement, dated as of August 23, 2018 (incorporated by reference herein from Exhibit 99.3 to the Issuer’s Form 8-K filed with the SEC on August 24, 2018).
9*
Joint Filing Agreement as required by Rule 13d-1(k)(1) under the Exchange Act.


*
Filed herewith.
 
15

SIGNATURES

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 27, 2018

 
Halcyon Mount Bonnell Fund LP
   
 
By: Halcyon Capital Management LP, its Manager
   
 
/s/ Suzanne McDermott
 
/s/ John Freese
 
Name: Suzanne McDermott
 
Name: John Freese
 
Title: Chief Compliance Officer
 
Title: Deputy General Counsel
       
 
August 27, 2018
 
August 27, 2018
 
Date
 
Date
 
 
HDML Asset LLC
   
       
  /s/ Suzanne McDermott   /s/ John Freese
 
Name: Suzanne McDermott
 
Name: John Freese
 
Title: Chief Compliance Officer
 
Title: Deputy General Counsel
       
 
August 27, 2018
 
August 27, 2018
 
Date
 
Date
 
 
HCN LP
   
 
By: Halcyon Capital Management LP, its Manager
       
  /s/ Suzanne McDermott   /s/ John Freese
 
Name: Suzanne McDermott
 
Name: John Freese
 
Title: Chief Compliance Officer
 
Title: Deputy General Counsel
       
 
August 27, 2018
 
August 27, 2018
 
Date
 
Date
 
 
HCN GP LLC
       
  /s/ Suzanne McDermott   /s/ John Freese
 
Name: Suzanne McDermott
 
Name: John Freese
 
Title: Chief Compliance Officer
 
Title: Deputy General Counsel
       
 
August 27, 2018
 
August 27, 2018
 
Date
 
Date
 
16

 
Halcyon Energy, Power and Infrastructure Capital Holdings LLC
 
By: Halcyon Capital Management LP, its Manager
       
  /s/ Suzanne McDermott   /s/ John Freese
 
Name: Suzanne McDermott
 
Name: John Freese
 
Title: Chief Compliance Officer
 
Title: Deputy General Counsel
       
 
August 27, 2018
 
August 27, 2018
 
Date
 
Date
 
 
First Series of HDML Fund I LLC
 
By: Halcyon Capital Management LP, its Manager
       
 
/s/ Suzanne McDermott
  /s/ John Freese
 
Name: Suzanne McDermott
 
Name: John Freese
 
Title: Chief Compliance Officer
 
Title: Deputy General Counsel
       
 
August 27, 2018
 
August 27, 2018
 
Date
 
Date
 
 
Halcyon Solutions Master Fund LP
 
By: Halcyon Solutions GP LLC, its General Partner
       
  /s/ Suzanne McDermott   /s/ John Freese
 
Name: Suzanne McDermott
 
Name: John Freese
 
Title: Chief Compliance Officer
 
Title: Deputy General Counsel
       
 
August 27, 2018
 
August 27, 2018
 
Date
 
Date
 
 
Halcyon Solutions GP LLC
       
 
/s/ Suzanne McDermott
  /s/ John Freese
 
Name: Suzanne McDermott
 
Name: John Freese
 
Title: Chief Compliance Officer
 
Title: Deputy General Counsel
       
 
August 27, 2018
 
August 27, 2018
 
Date
 
Date
       
  /s/ Avinash Kripalani    
 
Name:
Avinash Kripalani    
       
 
August 27, 2018
   
 
Date
   
       
  /s/ Jason Dillow    
 
Name:
Jason Dillow    
       
 
August 27, 2018
   
 
Date
   
     
  /s/ Kevah Konner    
 
Name:
Kevah Konner    
       
 
August 27, 2018
   
 
Date
   
       
  /s/ John Bader    
 
Name:
John Bader    
     
 
August 27, 2018
   
 
Date
   
 
17

Exhibit Index

8
Stockholder Support Agreement, dated as of August 23, 2018 (incorporated by reference herein from Exhibit 99.3 to the Issuer’s Form 8-K filed with the SEC on August 24, 2018).
Joint Filing Agreement as required by Rule 13d-1(k)(1) under the Exchange Act.


*
Filed herewith.
 
 
18

EX-99.1 2 ex99_1.htm EXHIBIT 1

EXHIBIT 1

JOINT FILING AGREEMENT

This will confirm the agreement by and among all the undersigned that the Schedule 13D filed on or about this date and any amendments thereto with respect to the beneficial ownership by the undersigned of shares of common stock, $0.0001 par value per share, of NextDecade Corporation is being filed on behalf of each of the undersigned in accordance with Rule 13d-1(k)(1) under the Securities Exchange Act of 1934.  This agreement may be executed in two or more counterparts, each of which shall be deemed an original, but all of which together shall constitute one and the same instrument.  The execution and filing of this agreement shall not be construed as an admission that the undersigned are a group, or have agreed to act as a group.

Dated:  August 27, 2018
Halcyon Mount Bonnell Fund LP
   
 
By: Halcyon Capital Management LP, its Manager
       
  /s/ Suzanne McDermott   /s/ John Freese
 
Name: Suzanne McDermott
 
Name: John Freese
 
Title: Chief Compliance Officer
 
Title: Deputy General Counsel
       
 
August 27, 2018
 
August 27, 2018
 
Date
 
Date
 
 
HDML Asset LLC
   
       
  /s/ Suzanne McDermott   /s/ John Freese
 
Name: Suzanne McDermott
 
Name: John Freese
 
Title: Chief Compliance Officer
 
Title: Deputy General Counsel
       
 
August 27, 2018
 
August 27, 2018
 
Date
 
Date
       
 
 
HCN LP
   
 
By: Halcyon Capital Management LP, its Manager
       
  /s/ Suzanne McDermott   /s/ John Freese
 
Name: Suzanne McDermott
 
Name: John Freese
 
Title: Chief Compliance Officer
 
Title: Deputy General Counsel
       
 
August 27, 2018
 
August 27, 2018
 
Date
 
Date
 
 
HCN GP LLC
   
       
  /s/ Suzanne McDermott   /s/ John Freese
 
Name: Suzanne McDermott
 
Name: John Freese
 
Title: Chief Compliance Officer
 
Title: Deputy General Counsel
       
 
August 27, 2018
 
August 27, 2018
 
Date
 
Date
 

 
Halcyon Energy, Power and Infrastructure Capital Holdings LLC
 
By: Halcyon Capital Management LP, its Manager
       
  /s/ Suzanne McDermott   /s/ John Freese
 
Name: Suzanne McDermott
 
Name: John Freese
 
Title: Chief Compliance Officer
 
Title: Deputy General Counsel
       
 
August 27, 2018
 
August 27, 2018
 
Date
 
Date
       
 
First Series of HDML Fund I LLC
 
By: Halcyon Capital Management LP, its Manager
       
  /s/ Suzanne McDermott   /s/ John Freese
 
Name: Suzanne McDermott
 
Name: John Freese
 
Title: Chief Compliance Officer
 
Title: Deputy General Counsel
       
 
August 27, 2018
 
August 27, 2018
 
Date
 
Date
 
 
Halcyon Solutions Master Fund LP
 
By: Halcyon Solutions GP LLC, its General Partner
       
  /s/ Suzanne McDermott   /s/ John Freese
 
Name: Suzanne McDermott
 
Name: John Freese
 
Title: Chief Compliance Officer
 
Title: Deputy General Counsel
       
 
August 27, 2018
 
August 27, 2018
 
Date
 
Date
 
 
Halcyon Solutions GP LLC
       
  /s/ Suzanne McDermott   /s/ John Freese
 
Name: Suzanne McDermott
 
Name: John Freese
 
Title: Chief Compliance Officer
 
Title: Deputy General Counsel
       
 
August 27, 2018
 
August 27, 2018
 
Date
 
Date
 
 
Halcyon Capital Management LP
       
  /s/ Suzanne McDermott   /s/ John Freese
 
Name: Suzanne McDermott
 
Name: John Freese
 
Title: Chief Compliance Officer
 
Title: Deputy General Counsel
       
 
August 27, 2018
 
August 27, 2018
 
Date
 
Date
 

  /s/ Avinash Kripalani    
Name:    Avinash Kripalani
   
       
 
August 27, 2018
   
 
Date
   
 
  /s/ Jason Dillow    
Name:
Jason Dillow    
       
 
August 27, 2018
   
 
Date
   
 
  /s/ Kevah Konner    
Name:
Kevah Konner    
       
 
August 27, 2018
   
 
Date
   
 
  /s/ John Bader    
Name:
John Bader    
       
 
August 27, 2018
   
 
Date