1

NAME OF REPORTING PERSON

 

Pelham Capital Ltd

2

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

 

(a)  [   ]

(b)  [   ]

3

SEC USE ONLY

 

4

CITIZENSHIP OR PLACE OF ORGANIZATION

 

England and Wales

NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH

5

SOLE VOTING POWER

4,510,580 (1)

6

SHARED VOTING POWER

0

7

SOLE DISPOSITIVE POWER

4,510,580 (1)

8

SHARED DISPOSITIVE POWER

0

9

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

4,510,580 (1)

10

CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [  ]

 

11

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

 

8.1% (1)(2)

12

TYPE OF REPORTING PERSON

 

CO

 

 

 

 

1

NAME OF REPORTING PERSON

 

Ross Turner

2

CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

 

(a) [  ]

(b) [  ]

3

SEC USE ONLY

 

4

CITIZENSHIP OR PLACE OF ORGANIZATION

 

United Kingdom

NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH

5

SOLE VOTING POWER

4,510,580 (1)

6

SHARED VOTING POWER

0

7

SOLE DISPOSITIVE POWER

4,510,580 (1)

8

SHARED DISPOSITIVE POWER

0

9

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

 

4,510,580 (1)

10

CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [  ]

 

11

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

 

8.1% (1)(2)

12

TYPE OF REPORTING PERSON

 

IN

 

 

 

ITEM 1(a).

NAME OF ISSUER:

 

 

 

Waitr Holdings Inc. (f/k/a Landcadia Holdings, Inc.) (the "Issuer")

 

 

ITEM 1(b).

ADDRESS OF ISSUER'S PRINCIPAL EXECUTIVE OFFICES:

 

 

 

844 Ryan Street, Suite 300

Lake Charles, Louisiana 70601

 

 

ITEM 2(a).

NAME OF PERSON FILING:

 

 

 

Pelham Capital Ltd

Ross Turner

 

 

ITEM 2(b).

ADDRESS OF PRINCIPAL BUSINESS OFFICE OR, IF NONE, RESIDENCE:

 

 

 

Pelham Capital Ltd

9th Floor

25 St. James's Street

London SW1A 1HA

United Kingdom

 

 

ITEM 2(c).

CITIZENSHIP:

 

 

 

Pelham Capital Ltd – England and Wales

Ross Turner – United Kingdom

 

 

ITEM 2(d).

TITLE OF CLASS OF SECURITIES:

 

 

 

Common Stock, par value $0.0001 per share ("Common Stock")

 

 

ITEM 2(e).

CUSIP NUMBER:

 

 

 

930752100

ITEM 3.

IF THIS STATEMENT IS FILED PURSUANT TO SECTION 240.13d-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. 78c); 

 

 

(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)  [   ]  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) [X]  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)  [X]  A non-U.S. institution in accordance with 240.13d-1(b)(1)(ii)(J); 

 

 

 

(k) [  ]  Group, in accordance with 240.13d-1(b)(1)(ii)(K).

 

 

 

If filing as a non-U.S. institution in accordance with 240.13d1(b)(1)(ii)(J), please specify the type of institution: investment adviser regulated by the UK's Financial Conduct Authority.

ITEM 4.

OWNERSHIP:

 

 

 

Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1.

 

 

 

 

(a)

Amount beneficially owned:

 

 

Pelham Capital Ltd – 4,510,580

Ross Turner – 4,510,580

 

 

 

 

(b)

Percent of class:

 

 

Pelham Capital Ltd – 8.1%

Ross Turner – 8.1%

 

 

 

 

(c)

Number of shares as to which the person has:

 

 

 

 

 

(i)       Sole power to vote or to direct the vote:

 

 

Pelham Capital Ltd – 4,510,580

Ross Turner – 4,510,580

 

 

 

 

 

(ii)      Shared power to vote or to direct the vote:

 

 

Pelham Capital Ltd – 0

Ross Turner – 0

 

 

 

 

 

(iii)     Sole power to dispose or to direct the disposition of:

 

 

Pelham Capital Ltd – 4,510,580

Ross Turner – 4,510,580

 

 

 

 

 

(iv)     Shared power to dispose or to direct the disposition of:

 

 

Pelham Capital Ltd – 0

Ross Turner – 0

 

As of November 30, 2018, Pelham Long/Short Small Cap Master Fund Ltd ("Pelham Small Cap Master") directly held 3,550,000 shares of the Issuer's Common Stock.  In addition, as of November 30, 2018, Pelham Small Cap Master directly held 1,921,160 warrants to purchase shares of the Issuer's Common Stock (the "Warrants").  Each Warrant entitles its holder to purchase one-half of one share of Common Stock at an exercise price of $5.75 per one-half share ($11.50 per whole share). The Warrants will become exercisable 30 days after the completion of the Issuer's business combination, which took place on November 15, 2018, and will expire five years after such date or earlier upon redemption or liquidation.  Pelham Capital Ltd (the "Investment Manager") is the investment manager of Pelham Small Cap Master, and pursuant to an investment management agreement, the Investment Manager has been delegated full voting and investment power over securities of the Issuer held by Pelham Small Cap Master, by both Pelham Small Cap Master and Pelham Capital Management Limited, the manager of Pelham Small Cap Master.  Ross Turner, the Chief Investment Officer of the Investment Manager, may be deemed to exercise voting and investment power over securities of the Issuer held by Pelham Small Cap Master.

 

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 five percent of the class of securities, check the following [   ].

 

 

ITEM 6.

OWNERSHIP OF MORE THAN FIVE PERCENT ON BEHALF OF ANOTHER PERSON:

 

 

 

As disclosed in Item 4 of this Schedule 13G, Pelham Small Cap Master directly holds 3,550,000 shares of the Issuer's Common Stock and 1,921,160 Warrants. Certain feeder funds that invest in Pelham Small Cap Master may have the right to receive dividends from, and proceeds from, the sale of the Common Stock and Warrants directly held by Pelham Small Cap Master.

 

 

ITEM 7.

IDENTIFICATION AND CLASSIFICATION OF THE SUBSIDIARY WHICH ACQUIRED THE SECURITY BEING REPORTED ON BY THE PARENT HOLDING COMPANY:

 

 

 

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.

 

 

 

By signing below I certify that, to the best of my knowledge and belief, the foreign regulatory scheme applicable to investment advisers is substantially comparable to the regulatory scheme applicable to the functionally equivalent U.S. institution.  I also undertake to furnish to the Commission staff, upon request, information that would otherwise be disclosed in a Schedule 13D.

 

 

PELHAM CAPITAL LTD

 

 

 

 

 

 

By:

 

 

Name:  

Hamant Lad

 

 

Title: 

Chief Operating Officer