13G Filing: Dorsal Capital Management and Infoblox Inc (BLOX)

Ryan Frick and Oliver EvansDorsal Capital Management has reported its position Infoblox Inc (NYSE:BLOX) via a 13G filing with the US Securities and Exchange Commission. According to the filing, Dorsal holds a 5.2% passive stake in Infoblox, which contains 3.10 million shares. In its last 13F filing, Dorsal disclosed ownership of 2.20 million shares of Infoblox, held as of the end of September.

You can access the original SEC filing by clicking here.

Ownership Summary Table

Name Sole Voting Power Shared Voting Power Sole Dispositive Power Shared Dispositive Power Aggregate Amount Owned Power Percent of Class
Dorsal Capital Partners Master Fund, L.P. 3,100,000 0 3,100,000 0 3,100,000 5.2%
Dorsal Capital Partners GenPar, LLC 3,100,000 0 3,100,000 0 3,100,000 5.2%
Dorsal Capital GenPar MGP, LLC 3,100,000 0 3,100,000 0 3,100,000 5.2%
Dorsal Capital Management, LLC 3,100,000 0 3,100,000 0 3,100,000 5.2%
DCM Capital, LLC 3,100,000 0 3,100,000 0 3,100,000 5.2%
Ryan Frick 3,100,000 0 3,100,000 0 3,100,000 5.2%

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Page 1 of 14 SEC Filing


UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
Under the Securities Exchange Act of 1934
(Amendment No. ___)*
Infoblox Inc.
(Name of Issuer)
Common Stock, par value $0.0001 per share
(Title of Class of Securities)
45672H104
(CUSIP Number)
January 13, 2016
(Date of Event which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed.
Rule 13d-1(b)
Rule 13d-1(c)
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 on 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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Page 2 of 14 SEC Filing

CUSIP No. 45672H104
SCHEDULE 13G
Page 2 of 12
1
NAME OF REPORTING PERSON OR
I.R.S. IDENTIFICATION NO. OF ABOVE PERSON
Dorsal Capital Partners Master Fund, L.P.
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)  o
(b)  o
3
SEC USE ONLY
4
CITIZENSHIP OR PLACE OF ORGANIZATION
Cayman Islands
NUMBER OF
SHARES
BENEFICIALLY OWNED
BY EACH REPORTING
PERSON
WITH
5
SOLE VOTING POWER
3,100,000
6
SHARED VOTING POWER
0
7
SOLE DISPOSITIVE POWER
3,100,000
8
SHARED DISPOSITIVE POWER
0
9
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
3,100,000
10
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
o
11
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
5.2%
12
TYPE OF REPORTING PERSON
PN

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Page 3 of 14 SEC Filing

CUSIP No. 45672H104
SCHEDULE 13G
Page 3 of 12
1
NAME OF REPORTING PERSON OR
I.R.S. IDENTIFICATION NO. OF ABOVE PERSON
Dorsal Capital Partners GenPar, LLC
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)  o
(b)  o
3
SEC USE ONLY
4
CITIZENSHIP OR PLACE OF ORGANIZATION
Delaware
NUMBER OF
SHARES
BENEFICIALLY OWNED
BY EACH REPORTING
PERSON
WITH
5
SOLE VOTING POWER
3,100,000
6
SHARED VOTING POWER
0
7
SOLE DISPOSITIVE POWER
3,100,000
8
SHARED DISPOSITIVE POWER
0
9
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
3,100,000
10
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
o
11
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
5.2%
12
TYPE OF REPORTING PERSON
OO

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Page 4 of 14 SEC Filing

CUSIP No. 45672H104
SCHEDULE 13G
Page 4 of 12
1
NAME OF REPORTING PERSON OR
I.R.S. IDENTIFICATION NO. OF ABOVE PERSON
Dorsal Capital GenPar MGP, LLC
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)  o
(b)  o
3
SEC USE ONLY
4
CITIZENSHIP OR PLACE OF ORGANIZATION
Delaware
NUMBER OF
SHARES
BENEFICIALLY OWNED
BY EACH REPORTING
PERSON
WITH
5
SOLE VOTING POWER
3,100,000
6
SHARED VOTING POWER
0
7
SOLE DISPOSITIVE POWER
3,100,000
8
SHARED DISPOSITIVE POWER
0
9
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
3,100,000
10
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
o
11
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
5.2%
12
TYPE OF REPORTING PERSON
OO

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Page 5 of 14 SEC Filing

CUSIP No. 45672H104
SCHEDULE 13G
Page 5 of 12
1
NAME OF REPORTING PERSON OR
I.R.S. IDENTIFICATION NO. OF ABOVE PERSON
Dorsal Capital Management, LLC
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)  o
(b)  o
3
SEC USE ONLY
4
CITIZENSHIP OR PLACE OF ORGANIZATION
Delaware
NUMBER OF
SHARES
BENEFICIALLY OWNED
BY EACH REPORTING
PERSON
WITH
5
SOLE VOTING POWER
3,100,000
6
SHARED VOTING POWER
0
7
SOLE DISPOSITIVE POWER
3,100,000
8
SHARED DISPOSITIVE POWER
0
9
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
3,100,000
10
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
o
11
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
5.2%
12
TYPE OF REPORTING PERSON
IA

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Page 6 of 14 SEC Filing

CUSIP No. 45672H104
SCHEDULE 13G
Page 6 of 12
1
NAME OF REPORTING PERSON OR
I.R.S. IDENTIFICATION NO. OF ABOVE PERSON
DCM Capital, LLC
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)  o
(b)  o
3
SEC USE ONLY
4
CITIZENSHIP OR PLACE OF ORGANIZATION
Delaware
NUMBER OF
SHARES
BENEFICIALLY OWNED
BY EACH REPORTING
PERSON
WITH
5
SOLE VOTING POWER
3,100,000
6
SHARED VOTING POWER
0
7
SOLE DISPOSITIVE POWER
3,100,000
8
SHARED DISPOSITIVE POWER
0
9
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
3,100,000
10
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
o
11
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
5.2%
12
TYPE OF REPORTING PERSON
OO

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Page 7 of 14 SEC Filing

CUSIP No. 45672H104
SCHEDULE 13G
Page 7 of 12
1
NAME OF REPORTING PERSON OR
I.R.S. IDENTIFICATION NO. OF ABOVE PERSON
Ryan Frick
2
CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(a)  o
(b)  o
3
SEC USE ONLY
4
CITIZENSHIP OR PLACE OF ORGANIZATION
United States
NUMBER OF
SHARES
BENEFICIALLY OWNED
BY EACH REPORTING
PERSON
WITH
5
SOLE VOTING POWER
3,100,000
6
SHARED VOTING POWER
0
7
SOLE DISPOSITIVE POWER
3,100,000
8
SHARED DISPOSITIVE POWER
0
9
AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
3,100,000
10
CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
o
11
PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
5.2%
12
TYPE OF REPORTING PERSON
IN

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Page 8 of 14 SEC Filing

CUSIP No. 45672H104
SCHEDULE 13G
Page 8 of 12
ITEM 1.
(a)
Name of Issuer:
Infoblox, Inc.
(b)
Address of Issuer’s Principal Executive Offices:
3111 Coronado Drive
Santa Clara, California 95054
ITEM 2.
(a)
Name of Person Filing:
This Statement on Schedule 13G is being filed on behalf of the following persons (each, a “Reporting Person” and collectively, the “Reporting Persons”):
(i)
Dorsal Capital Partners Master Fund, L.P. (“Master Fund”);
(ii)
Dorsal Capital Partners GenPar, LLC (“GenPar”), the general partner of Master Fund;
(iii)
Dorsal Capital GenPar MGP, LLC (“GenPar MGP”), the managing member of GenPar;
(iv)
Dorsal Capital Management, LLC (“Dorsal Capital”), the investment advisor of Master Fund;
(v)
DCM Capital, LLC (“DCM Capital”), the managing member of Dorsal Capital; and
(vi)
Ryan Frick, the managing member of each of GenPar MGP and DCM Capital.
(b)
Address of Principal Business Office, or if None, Residence:
The principal residence or business address of each of the Reporting Persons is
203 Redwood Shores Parkway, Redwood City, California 94065.
(c)
Citizenship:
See row 4 on cover page of each Reporting Person.
(d)
Title of Class of Securities:
See cover page.
(e)
CUSIP Number:
See cover page.

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Page 9 of 14 SEC Filing

CUSIP No. 45672H104
SCHEDULE 13G
Page 9 of 12
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)
[__]  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 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)
[__]  A non-U.S. institution in accordance with §240.13d-1(b)(1)(ii)(J);
If this statement is filed pursuant to Rule 13d-1(c), check this box ☒
ITEM 4.
OWNERSHIP
All ownership percentages set forth herein assume that there are 59,847,362 Shares outstanding, representing the total number of Shares reported in the Quarterly Report of the Issuer filed on Form 10-Q with the Securities and Exchange Commission (the “SEC”) on December 3, 2015.
(a)
Amount beneficially owned:
See row 9 of cover page of each Reporting Person.
(b)
Percent of class:
See row 11 of cover page of each Reporting Person.
(c)
Number of shares as to which such person has:
(i)
Sole power to vote or to direct the vote
See row 5 of cover page of each Reporting Person.

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Page 10 of 14 SEC Filing

CUSIP No. 45672H104
SCHEDULE 13G
Page 10 of 12
(ii)
Shared power to vote or to direct the vote
See row 6 of cover page of each Reporting Person.
(iii)
Sole power to dispose or to direct the disposition of
See row 7 of cover page of each Reporting Person.
(iv)
Shared power to dispose or to direct the disposition of
See row 8 of cover page of each Reporting Person.
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.
Not Applicable
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.
CERTIFICATIONS.
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 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 such purpose or effect.

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Page 11 of 14 SEC Filing

CUSIP No. 45672H104
SCHEDULE 13G
Page 11 of 12
SIGNATURE
After reasonable inquiry and to the best of our knowledge and belief, we certify that the information set forth in this statement is true, complete and correct.
Date:January 25, 2016
DORSAL CAPITAL PARTNERS MASTER FUND, L.P.
By:
Dorsal Capital Partners GenPar, LLC, its General Partner
By:
/s/ Ryan Frick
Name:
Ryan Frick
Title:
Authorized Signatory
DORSAL CAPITAL PARTNERS GENPAR, LLC
By:
Dorsal Capital GenPar MGP, LLC, its Managing Member
By:
/s/ Ryan Frick
Name:
Ryan Frick
Title:
Authorized Signatory
DORSAL CAPITAL GENPAR MGP, LLC
By:
Ryan Frick, its Managing Member
By:
/s/ Ryan Frick
Name:
Ryan Frick
Title:
Managing Member

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Page 12 of 14 SEC Filing

CUSIP No. 45672H104
SCHEDULE 13G
Page 12 of 12
DORSAL CAPITAL MANAGEMENT, LLC
By:
DCM Capital, LLC, its Managing Member
By:
/s/ Ryan Frick
Name:
Ryan Frick
Title:
Authorized Signatory
DCM CAPITAL, LLC
By:
Ryan Frick, its Managing Member
By:
/s/ Ryan Frick
Name:
Ryan Frick
Title:
Managing Member
RYAN FRICK
By:
/s/ Ryan Frick

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Page 13 of 14 SEC Filing

EXHIBIT 1
JOINT FILING AGREEMENT
In accordance with Rule 13d-1(k)(1) under the Securities Exchange Act of 1934, as amended, the persons named below agree to the joint filing on behalf of each of them of this Schedule 13G.  This Joint Filing Agreement shall be included as an Exhibit to such joint filing.  In evidence thereof, each of the undersigned, being duly authorized, have hereby executed this Agreement.
Date:January 25, 2016
DORSAL CAPITAL PARTNERS MASTER FUND, L.P.
By:
Dorsal Capital Partners GenPar, LLC, its General Partner
By:
/s/ Ryan Frick
Name:
Ryan Frick
Title:
Authorized Signatory
DORSAL CAPITAL PARTNERS GENPAR, LLC
By:
Dorsal Capital GenPar MGP, LLC, its Managing Member
By:
/s/  Ryan Frick
Name:
Ryan Frick
Title:
Authorized Signatory
DORSAL CAPITAL GENPAR MGP, LLC
By:
Ryan Frick, its Managing Member
By:
/s/ Ryan Frick
Name:
Ryan Frick
Title:
Managing Member

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Page 14 of 14 SEC Filing

DORSAL CAPITAL MANAGEMENT, LLC
By:
DCM Capital, LLC, its Managing Member
By:
/s/ Ryan Frick
Name:
Ryan Frick
Title:
Authorized Signatory
DCM CAPITAL, LLC
By:
Ryan Frick, its Managing Member
By:
/s/ Ryan Frick
Name:
Ryan Frick
Title:
Managing Member
RYAN FRICK
By:
/s/ Ryan Frick

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