CUSIP No. 636180101 |
Page 2
of 15
|
|
1
|
NAME
OF REPORTING PERSON
S.S.
OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON
New
Mountain Vantage GP, L.L.C.
|
2
|
CHECK
THE APPROPRIATE BOX IF A MEMBER OF A
GROUP
(a) ý
(b) o
|
3
|
SEC
USE ONLY
|
4
|
SOURCE
OF FUNDS
AF
|
5
|
CHECK
BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED
PURSUANT
TO ITEMS 2(d) or
2(e)
o
|
6
|
CITIZENSHIP
OR PLACE OF ORGANIZATION
Delaware
|
NUMBER
OF
SHARES
|
7
|
SOLE
VOTING POWER
0
|
BENEFICIALLY
OWNED
BY
|
8
|
SHARED
VOTING POWER
5,310,700
|
EACH
REPORTING
|
9
|
SOLE
DISPOSITIVE POWER
0
|
PERSON
WITH
|
10
|
SHARED
DISPOSITIVE POWER
5,310,700
|
11
|
AGGREGATE
AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
5,310,700
|
12
|
CHECK
BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN
SHARES
o
|
13
|
PERCENT
OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
6.4%
|
14
|
TYPE
OF REPORTING PERSON
OO
|
CUSIP No. 636180101 |
Page 3
of 15
|
|
1
|
NAME
OF REPORTING PERSON
S.S.
OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON
New
Mountain Vantage, L.P.
|
2
|
CHECK
THE APPROPRIATE BOX IF A MEMBER OF A
GROUP
(a)
ý
(b) o
|
3
|
SEC
USE ONLY
|
4
|
SOURCE
OF FUNDS
WC
|
5
|
CHECK
BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED
PURSUANT
TO ITEMS 2(d) or
2(e)
o
|
6
|
CITIZENSHIP
OR PLACE OF ORGANIZATION
Delaware
|
NUMBER
OF
SHARES
|
7
|
SOLE
VOTING POWER
0
|
BENEFICIALLY
OWNED
BY
|
8
|
SHARED
VOTING POWER
904,800
|
EACH
REPORTING
|
9
|
SOLE
DISPOSITIVE POWER
0
|
PERSON
WITH
|
10
|
SHARED
DISPOSITIVE POWER
904,800
|
11
|
AGGREGATE
AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
904,800
|
12
|
CHECK
BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN
SHARES
o
|
13
|
PERCENT
OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
1.1%
|
14
|
TYPE
OF REPORTING PERSON
PN
|
CUSIP No. 636180101 |
Page 4
of 15
|
|
1
|
NAME
OF REPORTING PERSON
S.S.
OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON
New
Mountain Vantage (California), L.P.
|
2
|
CHECK
THE APPROPRIATE BOX IF A MEMBER OF A
GROUP
(a) ý
(b)
o
|
3
|
SEC
USE ONLY
|
4
|
SOURCE
OF FUNDS
WC
|
5
|
CHECK
BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED
PURSUANT
TO ITEMS 2(d) or
2(e)
o
|
6
|
CITIZENSHIP
OR PLACE OF ORGANIZATION
Delaware
|
NUMBER
OF
SHARES
|
7
|
SOLE
VOTING POWER
0
|
BENEFICIALLY
OWNED
BY
|
8
|
SHARED
VOTING POWER
909,100
|
EACH
REPORTING
|
9
|
SOLE
DISPOSITIVE POWER
0
|
PERSON
WITH
|
10
|
SHARED
DISPOSITIVE POWER
909,100
|
11
|
AGGREGATE
AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
909,100
|
12
|
CHECK
BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN
SHARES
o
|
13
|
PERCENT
OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
1.1%
|
14
|
TYPE
OF REPORTING PERSON
PN
|
CUSIP No. 636180101 |
Page 5
of 15
|
|
1
|
NAME
OF REPORTING PERSON
S.S.
OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON
New
Mountain Vantage (Texas), L.P.
|
2
|
CHECK
THE APPROPRIATE BOX IF A MEMBER OF A
GROUP
(a) ý
(b) o
|
3
|
SEC
USE ONLY
|
4
|
SOURCE
OF FUNDS
WC
|
5
|
CHECK
BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED
PURSUANT
TO ITEMS 2(d) or
2(e)
o
|
6
|
CITIZENSHIP
OR PLACE OF ORGANIZATION
Delaware
|
NUMBER
OF
SHARES
|
7
|
SOLE
VOTING POWER
0
|
BENEFICIALLY
OWNED
BY
|
8
|
SHARED
VOTING POWER
819,800
|
EACH
REPORTING
|
9
|
SOLE
DISPOSITIVE POWER
0
|
PERSON
WITH
|
10
|
SHARED
DISPOSITIVE POWER
819,800
|
11
|
AGGREGATE
AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
819,800
|
12
|
CHECK
BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN
SHARES
o
|
13
|
PERCENT
OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
1.0%
|
14
|
TYPE
OF REPORTING PERSON
PN
|
CUSIP No. 636180101 |
Page 6
of 15
|
|
1
|
NAME
OF REPORTING PERSON
S.S.
OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON
New
Mountain Vantage Advisers, L.L.C.
|
2
|
CHECK
THE APPROPRIATE BOX IF A MEMBER OF A
GROUP
(a) ý
(b) o
|
3
|
SEC
USE ONLY
|
4
|
SOURCE
OF FUNDS
AF
|
5
|
CHECK
BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED
PURSUANT
TO ITEMS 2(d) or
2(e)
o
|
6
|
CITIZENSHIP
OR PLACE OF ORGANIZATION
Delaware
|
NUMBER
OF
SHARES
|
7
|
SOLE
VOTING POWER
0
|
BENEFICIALLY
OWNED
BY
|
8
|
SHARED
VOTING POWER
4,828,100
|
EACH
REPORTING
|
9
|
SOLE
DISPOSITIVE POWER
0
|
PERSON
WITH
|
10
|
SHARED
DISPOSITIVE POWER
4,828,100
|
11
|
AGGREGATE
AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
4,828,100
|
12
|
CHECK
BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN
SHARES
o
|
13
|
PERCENT
OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
5.8%
|
14
|
TYPE
OF REPORTING PERSON
OO
|
CUSIP No. 636180101 |
Page 7
of 15
|
|
1
|
NAME
OF REPORTING PERSON
S.S.
OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON
New
Mountain Vantage (Cayman) Ltd.
|
2
|
CHECK
THE APPROPRIATE BOX IF A MEMBER OF A
GROUP
(a) ý
(b)
o
|
3
|
SEC
USE ONLY
|
4
|
SOURCE
OF FUNDS
WC
|
5
|
CHECK
BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED
PURSUANT
TO ITEMS 2(d) or
2(e)
o
|
6
|
CITIZENSHIP
OR PLACE OF ORGANIZATION
Cayman
Islands
|
NUMBER
OF
SHARES
|
7
|
SOLE
VOTING POWER
0
|
BENEFICIALLY
OWNED
BY
|
8
|
SHARED
VOTING POWER
2,194,400
|
EACH
REPORTING
|
9
|
SOLE
DISPOSITIVE POWER
0
|
PERSON
WITH
|
10
|
SHARED
DISPOSITIVE POWER
2,194,400
|
11
|
AGGREGATE
AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
2,194,400
|
12
|
CHECK
BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN
SHARES
o
|
13
|
PERCENT
OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
2.6%
|
14
|
TYPE
OF REPORTING PERSON
CO
|
CUSIP No. 636180101 |
Page 8
of 15
|
|
1
|
NAME
OF REPORTING PERSON
S.S.
OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON
New
Mountain Vantage HoldCo Ltd.
|
2
|
CHECK
THE APPROPRIATE BOX IF A MEMBER OF A
GROUP
(a) ý
(b) o
|
3
|
SEC
USE ONLY
|
4
|
SOURCE
OF FUNDS
WC
|
5
|
CHECK
BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED
PURSUANT
TO ITEMS 2(d) or
2(e)
o
|
6
|
CITIZENSHIP
OR PLACE OF ORGANIZATION
Cayman
Islands
|
NUMBER
OF
SHARES
|
7
|
SOLE
VOTING POWER
0
|
BENEFICIALLY
OWNED
BY
|
8
|
SHARED
VOTING POWER
2,194,400
|
EACH
REPORTING
|
9
|
SOLE
DISPOSITIVE POWER
0
|
PERSON
WITH
|
10
|
SHARED
DISPOSITIVE POWER
2,194,400
|
11
|
AGGREGATE
AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
2,194,400
|
12
|
CHECK
BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN
SHARES
o
|
13
|
PERCENT
OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
2.6%
|
14
|
TYPE
OF REPORTING PERSON
CO
|
CUSIP No. 636180101 |
Page 9
of 15
|
|
1
|
NAME
OF REPORTING PERSON
S.S.
OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON
Steven
B. Klinsky
|
2
|
CHECK
THE APPROPRIATE BOX IF A MEMBER OF A
GROUP
(a) ý
(b) o
|
3
|
SEC
USE ONLY
|
4
|
SOURCE
OF FUNDS
AF,
PF
|
5
|
CHECK
BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED
PURSUANT
TO ITEMS 2(d) or
2(e)
o
|
6
|
CITIZENSHIP
OR PLACE OF ORGANIZATION
United
States of America
|
NUMBER
OF
SHARES
|
7
|
SOLE
VOTING POWER
0
|
BENEFICIALLY
OWNED
BY
|
8
|
SHARED
VOTING POWER
7,505,100
|
EACH
REPORTING
|
9
|
SOLE
DISPOSITIVE POWER
0
|
PERSON
WITH
|
10
|
SHARED
DISPOSITIVE POWER
7,505,100
|
11
|
AGGREGATE
AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
7,505,100
|
12
|
CHECK
BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN
SHARES
o
|
13
|
PERCENT
OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
9.0%
|
14
|
TYPE
OF REPORTING PERSON
IN
|
CUSIP No. 636180101 |
Page 10
of 15
|
|
1
|
NAME
OF REPORTING PERSON
S.S.
OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON
NMV
Special Holdings, LLC
|
2
|
CHECK
THE APPROPRIATE BOX IF A MEMBER OF A
GROUP
(a) ý
(b)
o
|
3
|
SEC
USE ONLY
|
4
|
SOURCE
OF FUNDS
WC
|
5
|
CHECK
BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED
PURSUANT
TO ITEMS 2(d) or
2(e)
o
|
6
|
CITIZENSHIP
OR PLACE OF ORGANIZATION
Delaware
|
NUMBER
OF
SHARES
|
7
|
SOLE
VOTING POWER
0
|
BENEFICIALLY
OWNED
BY
|
8
|
SHARED
VOTING POWER
2,677,000
|
EACH
REPORTING
|
9
|
SOLE
DISPOSITIVE POWER
0
|
PERSON
WITH
|
10
|
SHARED
DISPOSITIVE POWER
2,677,000
|
11
|
AGGREGATE
AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
2,677,000
|
12
|
CHECK
BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN
SHARES
o
|
13
|
PERCENT
OF CLASS REPRESENTED BY AMOUNT IN ROW (11)
3.2%
|
14
|
TYPE
OF REPORTING PERSON
OO
|
CUSIP No. 636180101 |
Page 11
of 15
|
|
1
|
NAME
OF REPORTING PERSON
S.S.
OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON
California
Public Employees' Retirement System
|
2
|
CHECK
THE APPROPRIATE BOX IF A MEMBER OF A
GROUP
(a) ý
(b) o
|
3
|
SEC
USE ONLY
|
4
|
SOURCE
OF FUNDS
WC
|
5
|
CHECK
BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED
PURSUANT
TO ITEMS 2(d) or
2(e)
o
|
6
|
CITIZENSHIP
OR PLACE OF ORGANIZATION
United
States of America
|
NUMBER
OF
SHARES
|
7
|
SOLE
VOTING POWER
601,246
|
BENEFICIALLY
OWNED
BY
|
8
|
SHARED
VOTING POWER
2,677,000
|
EACH
REPORTING
|
9
|
SOLE
DISPOSITIVE POWER
601,246
|
PERSON
WITH
|
10
|
SHARED
DISPOSITIVE POWER
2,677,000
|
1
|
Neither
the present filing nor anything contained herein shall be construed
as an
admission that any Reporting Person constitutes a “person” for any
purposes other than Section 13(d) of the Securities Exchange
Act of 1934,
as amended.
|
NEW
MOUNTAIN VANTAGE GP, L.L.C.
|
|||
By:
|
/s/
Steven B. Klinsky
|
||
Steven
B. Klinsky
|
|||
Managing
Member
|
NEW
MOUNTAIN VANTAGE, L.P.
By: New
Mountain Vantage GP, L.L.C.,
its
general partner
|
|||
By:
|
/s/
Steven B. Klinsky
|
||
Steven
B. Klinsky
|
|||
Managing
Member
|
|||
NEW
MOUNTAIN VANTAGE
(CALIFORNIA), L.P.
By: New
Mountain Vantage GP, L.L.C.,
its
general partner
|
|||
By:
|
/s/
Steven B. Klinsky
|
||
Steven
B. Klinsky
|
|||
Managing
Member
|
NEW
MOUNTAIN VANTAGE (TEXAS), L.P.
By: New
Mountain Vantage GP, L.L.C.,
its
general partner
|
|||
By:
|
/s/
Steven B. Klinsky
|
||
Steven
B. Klinsky
|
|||
Managing
Member
|
NEW
MOUNTAIN VANTAGE ADVISERS, L.L.C.
|
|||
By:
|
/s/
Steven B. Klinsky
|
||
Steven
B. Klinsky
|
|||
Managing
Member
|
NEW
MOUNTAIN VANTAGE (CAYMAN) LTD.
|
|||
By:
|
/s/
Steven B. Klinsky
|
||
Steven
B. Klinsky
|
|||
Director
|
NEW
MOUNTAIN VANTAGE HOLDCO LTD.
|
By:
|
/s/
Steven B. Klinsky
|
Steven
B. Klinsky
|
|||
Director
|
/s/
Steven B.
Klinsky
Steven
B. Klinsky
|
NMV
SPECIAL HOLDINGS, L.L.C.
By: New
Mountain Vantage GP, L.L.C.,
its
managing member
|
|||
By:
|
/s/
Steven B. Klinsky
|
||
Steven
B. Klinsky
|
|||
Managing
Member
|
|||
California
Public Employees' Retirement System
/s/
Christianna Wood
_
By: Christianna
Wood
Title:
Senior Investment
Officer
|
Date
|
Shares
of Common Stock Purchased
|
Approximate
Price per Share (inclusive of commissions)
|
8/6/2007
|
7,800
|
42.96
|
8/7/2007
|
7,600
|
43.54
|
8/9/2007
|
2,600
|
44.03
|
8/10/2007
|
10,300
|
43.82
|
8/13/2007
|
2,500
|
43.67
|
8/14/2007
|
4,900
|
43.67
|
Date
|
Shares
of Common Stock Purchased
|
Approximate
Price per Share (inclusive of commissions)
|
8/6/2007
|
9,300
|
42.96
|
8/7/2007
|
9,100
|
43.54
|
8/9/2007
|
3,000
|
44.03
|
8/10/2007
|
12,300
|
43.82
|
8/13/2007
|
2,900
|
43.67
|
8/14/2007
|
5,800
|
43.67
|
Date
|
Shares
of Common Stock Purchased
|
Approximate
Price per Share (inclusive of commissions)
|
8/2/2007
|
4,600
|
43.93
|
8/3/2007
|
2,100
|
43.99
|
8/6/2007
|
17,400
|
42.96
|
8/7/2007
|
17,000
|
43.54
|
8/9/2007
|
5,700
|
44.03
|
8/10/2007
|
23,000
|
43.82
|
8/13/2007
|
5,500
|
43.67
|
8/14/2007
|
10,800
|
43.67
|
Date
|
Shares
of Common Stock Purchased
|
Approximate
Price per Share (inclusive of commissions)
|
8/2/2007
|
75,600
|
43.93
|
8/3/2007
|
34,700
|
43.99
|
8/6/2007
|
48,200
|
42.96
|
8/7/2007
|
46,900
|
43.54
|
8/9/2007
|
15,700
|
44.03
|
8/10/2007
|
63,600
|
43.82
|
8/13/2007
|
15,200
|
43.67
|
8/14/2007
|
29,900
|
43.67
|
Date
|
Shares
of Common Stock Purchased/Sold
|
Approximate
Price per Share (inclusive of commissions)
|
8/14/2007
|
(1,600)
|
43.42
|
8/15/2007
|
(2,300)
|
42.94
|
8/17/2007
|
(1,900)
|
43.09
|
8/20/2007
|
(1,880)
|
42.85
|
8/29/2007
|
(200)
|
44.34
|
8/30/2007
|
(300)
|
44.15
|
8/31/2007
|
(300)
|
44.33
|