UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 10-Q
þ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF
THE SECURITIES EXCHANGE ACT OF 1934
For the Quarterly Period Ended March 31, 2016
OR
o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF
THE SECURITIES EXCHANGE ACT OF 1934
For the transition period from _____ to _____
Commission File Number 814-00794
Golub Capital BDC, Inc.
(Exact name of registrant as specified in its charter)
Delaware | 27-2326940 | |
(State or other jurisdiction of incorporation or organization) | (I.R.S. Employer Identification No.) |
150 South Wacker Drive, Suite 800
Chicago, IL 60606
(Address of principal executive offices)
(312) 205-5050
(Registrant's telephone number, including area code)
Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes þ No o
Indicate by check mark whether the registrant has submitted electronically and posted on its corporate Web site, if any, every Interactive Data File required to be submitted and posted pursuant to Rule 405 of Regulation S-T during the preceding 12 months (or for such shorter period that the registrant was required to submit and post such files). Yes o No o
Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, or a smaller reporting company. See definitions of “large accelerated filer,” “accelerated filer” and “smaller reporting company” in Rule 12b-2 of the Exchange Act.
Large accelerated filer þ | Accelerated filer o |
Non-accelerated filer o (Do not check if a smaller reporting company) | Smaller reporting company o |
Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes o No þ
As of May 5, 2016, the Registrant had 51,511,221 shares of common stock, $0.001 par value, outstanding.
2 |
Golub Capital BDC, Inc. and Subsidiaries
Consolidated Statements of Financial Condition
(In thousands, except share and per share data)
March 31, 2016 | September 30, 2015 | |||||||
(unaudited) | ||||||||
Assets | ||||||||
Investments, at fair value | ||||||||
Non-controlled/non-affiliate company investments | $ | 1,485,073 | $ | 1,425,325 | ||||
Non-controlled affiliate company investments | 9,610 | 5,523 | ||||||
Controlled affiliate company investments | 117,019 | 98,936 | ||||||
Total investments, at fair value (amortized cost of $1,601,440 and $1,517,314, respectively) | 1,611,702 | 1,529,784 | ||||||
Cash and cash equivalents | 5,335 | 5,468 | ||||||
Restricted cash and cash equivalents | 36,863 | 92,016 | ||||||
Interest receivable | 6,021 | 5,700 | ||||||
Receivable from investments sold | 4,822 | - | ||||||
Other assets | 272 | 458 | ||||||
Total Assets | $ | 1,665,015 | $ | 1,633,426 | ||||
Liabilities | ||||||||
Debt | $ | 840,050 | $ | 813,250 | ||||
Less unamortized debt issuance costs | 6,454 | 7,624 | ||||||
Debt less unamortized debt issuance costs | 833,596 | 805,626 | ||||||
Secured borrowings, at fair value (proceeds of $330 and $351, respectively) | 334 | 355 | ||||||
Interest payable | 3,136 | 2,722 | ||||||
Management and incentive fees payable | 9,590 | 11,754 | ||||||
Accounts payable and accrued expenses | 2,053 | 2,042 | ||||||
Accrued trustee fees | 56 | 57 | ||||||
Total Liabilities | 848,765 | 822,556 | ||||||
Commitments and contingencies (Note 8) | ||||||||
Net Assets | ||||||||
Preferred stock, par value $0.001 per share, 1,000,000 shares authorized, zero shares issued and outstanding as of March 31, 2016 and September 30, 2015 | - | - | ||||||
Common stock, par value $0.001 per share, 100,000,000 shares authorized, 51,511,221 and 51,300,193 shares issued and outstanding as of March 31, 2016 and September 30, 2015, respectively | 51 | 51 | ||||||
Paid in capital in excess of par | 794,135 | 790,713 | ||||||
Undistributed net investment income | 3,239 | 4,230 | ||||||
Net unrealized appreciation (depreciation) on investments and secured borrowings | 12,927 | 15,134 | ||||||
Net realized gain (loss) on investments | 5,898 | 742 | ||||||
Total Net Assets | 816,250 | 810,870 | ||||||
Total Liabilities and Total Net Assets | $ | 1,665,015 | $ | 1,633,426 | ||||
Number of common shares outstanding | 51,511,221 | 51,300,193 | ||||||
Net asset value per common share | $ | 15.85 | $ | 15.80 |
See Notes to Consolidated Financial Statements.
3 |
Golub Capital BDC, Inc. and Subsidiaries
Consolidated Statements of Operations (unaudited)
(In thousands, except share and per share data)
Three months ended March 31, | Six months ended March 31, | |||||||||||||||
2016 | 2015 | 2016 | 2015 | |||||||||||||
Investment income | ||||||||||||||||
From non-controlled/non-affiliate company investments: | ||||||||||||||||
Interest income | $ | 27,322 | $ | 26,837 | $ | 54,889 | $ | 53,606 | ||||||||
Dividend income | 51 | 63 | 282 | 81 | ||||||||||||
Fee income | 474 | 595 | 774 | 803 | ||||||||||||
Total investment income from non-controlled/non-affiliate company investments | 27,847 | 27,495 | 55,945 | 54,490 | ||||||||||||
From non-controlled affiliate company investments: | ||||||||||||||||
Interest income | 21 | - | 21 | - | ||||||||||||
Total investment income from non-controlled affiliate company investments | 21 | - | 21 | - | ||||||||||||
From controlled affiliate company investments: | ||||||||||||||||
Interest income | 1,767 | 652 | 3,393 | 1,202 | ||||||||||||
Dividend income | 1,127 | 314 | 1,903 | 314 | ||||||||||||
Total investment income from controlled affiliate company investments | 2,894 | 966 | 5,296 | 1,516 | ||||||||||||
Total investment income | 30,762 | 28,461 | 61,262 | 56,006 | ||||||||||||
Expenses | ||||||||||||||||
Interest and other debt financing expenses | 6,833 | 6,017 | 13,564 | 11,711 | ||||||||||||
Base management fee | 5,405 | 4,855 | 10,719 | 9,676 | ||||||||||||
Incentive fee | 180 | 2,258 | 1,951 | 3,329 | ||||||||||||
Professional fees | 700 | 840 | 1,431 | 1,469 | ||||||||||||
Administrative service fee | 609 | 584 | 1,112 | 1,191 | ||||||||||||
General and administrative expenses | 136 | 153 | 285 | 319 | ||||||||||||
Total expenses | 13,863 | 14,707 | 29,062 | 27,695 | ||||||||||||
Net investment income - before excise tax | 16,899 | 13,754 | 32,200 | 28,311 | ||||||||||||
Excise tax | 31 | - | 333 | - | ||||||||||||
Net investment income - after excise tax | 16,868 | 13,754 | 31,867 | 28,311 | ||||||||||||
Net gain (loss) on investments and secured borrowings | ||||||||||||||||
Net realized gain (loss) on investments: | ||||||||||||||||
Non-controlled/non-affiliate company investments | 178 | 4,523 | 2,434 | 6,249 | ||||||||||||
Non-controlled affiliate company investments | - | - | 2,722 | - | ||||||||||||
Net realized gain (loss) on investments | 178 | 4,523 | 5,156 | 6,249 | ||||||||||||
Net change in unrealized appreciation (depreciation) on investments: | ||||||||||||||||
Non-controlled/non-affiliate company investments | 1,118 | (1,009 | ) | 2,949 | (2,421 | ) | ||||||||||
Non-controlled affiliate company investments | (4,142 | ) | 344 | (2,799 | ) | 671 | ||||||||||
Controlled affiliate company investments | 155 | 248 | (2,357 | ) | 222 | |||||||||||
Net change in unrealized appreciation (depreciation) on investments | (2,869 | ) | (417 | ) | (2,207 | ) | (1,528 | ) | ||||||||
Net change in unrealized depreciation (appreciation) on secured borrowings | - | 1 | - | 1 | ||||||||||||
Net gain (loss) on investments and secured borrowings | (2,691 | ) | 4,107 | 2,949 | 4,722 | |||||||||||
Net increase in net assets resulting from operations | $ | 14,177 | $ | 17,861 | $ | 34,816 | $ | 33,033 | ||||||||
Per Common Share Data | ||||||||||||||||
Basic and diluted earnings per common share | $ | 0.28 | $ | 0.38 | $ | 0.68 | $ | 0.70 | ||||||||
Dividends and distributions declared per common share | $ | 0.32 | $ | 0.32 | $ | 0.64 | $ | 0.64 | ||||||||
Basic and diluted weighted average common shares outstanding | 51,382,676 | 47,174,501 | 51,342,514 | 47,147,555 |
See Notes to Consolidated Financial Statements.
4 |
Golub Capital BDC, Inc. and Subsidiaries
Consolidated Statements of Changes in Net Assets (unaudited)
(In thousands, except share data)
Net Unrealized | ||||||||||||||||||||||||||||
Appreciation | ||||||||||||||||||||||||||||
Common Stock | Paid in Capital | (Depreciation) on | ||||||||||||||||||||||||||
Par | in Excess | Undistributed Net | Investments and | Net Realized Gain | Total | |||||||||||||||||||||||
Shares | Amount | of Par | Investment Income | Secured Borrowings | (Loss) on Investments | Net Assets | ||||||||||||||||||||||
Balance at September 30, 2014 | 47,119,498 | $ | 47 | $ | 720,479 | $ | 3,627 | $ | 12,694 | $ | (4,108 | ) | $ | 732,739 | ||||||||||||||
Net increase in net assets resulting from operations | - | - | - | 28,311 | (1,527 | ) | 6,249 | 33,033 | ||||||||||||||||||||
Distributions to stockholders: | ||||||||||||||||||||||||||||
Stock issued in connection with dividend reinvestment plan | 105,714 | - | 1,793 | - | - | - | 1,793 | |||||||||||||||||||||
Distributions from net investment income | - | - | - | (30,173 | ) | - | - | (30,173 | ) | |||||||||||||||||||
Total increase (decrease) for the period ended March 31, 2015 | 105,714 | - | 1,793 | (1,862 | ) | (1,527 | ) | 6,249 | 4,653 | |||||||||||||||||||
Balance at March 31, 2015 | 47,225,212 | $ | 47 | $ | 722,272 | $ | 1,765 | $ | 11,167 | $ | 2,141 | $ | 737,392 | |||||||||||||||
Balance at September 30, 2015 | 51,300,193 | $ | 51 | $ | 790,713 | $ | 4,230 | $ | 15,134 | $ | 742 | $ | 810,870 | |||||||||||||||
Net increase in net assets resulting from operations | - | - | - | 31,867 | (2,207 | ) | 5,156 | 34,816 | ||||||||||||||||||||
Distributions to stockholders: | ||||||||||||||||||||||||||||
Stock issued in connection with dividend reinvestment plan | 211,028 | - | 3,422 | - | - | - | 3,422 | |||||||||||||||||||||
Distributions from net investment income | - | - | - | (32,858 | ) | - | - | (32,858 | ) | |||||||||||||||||||
Total increase (decrease) for the period ended March 31, 2016 | 211,028 | - | 3,422 | (991 | ) | (2,207 | ) | 5,156 | 5,380 | |||||||||||||||||||
Balance at March 31, 2016 | 51,511,221 | $ | 51 | $ | 794,135 | $ | 3,239 | $ | 12,927 | $ | 5,898 | $ | 816,250 |
See Notes to Consolidated Financial Statements.
5 |
Golub Capital BDC, Inc. and Subsidiaries
Consolidated Statements of Cash Flows (unaudited)
(In thousands)
Six months ended March 31, | ||||||||
2016 | 2015 | |||||||
Cash flows from operating activities | ||||||||
Net increase in net assets resulting from operations | $ | 34,816 | $ | 33,033 | ||||
Adjustments to reconcile net increase in net assets resulting from operations to net cash (used in) provided by operating activities: | ||||||||
Amortization of debt issuance costs | 2,250 | 2,135 | ||||||
Accretion of discounts and amortization of premiums | (3,686 | ) | (3,489 | ) | ||||
Net realized (gain) loss on investments | (5,156 | ) | (6,249 | ) | ||||
Net change in unrealized (appreciation) depreciation on investments | 2,207 | 1,528 | ||||||
Net change in unrealized appreciation (depreciation) on secured borrowings | - | (1 | ) | |||||
Proceeds from (fundings of) revolving loans, net | (4,681 | ) | (4,261 | ) | ||||
Fundings of investments | (318,255 | ) | (290,334 | ) | ||||
Proceeds from principal payments and sales of portfolio investments | 247,969 | 227,939 | ||||||
PIK interest | (316 | ) | (584 | ) | ||||
Changes in operating assets and liabilities: | ||||||||
Interest receivable | (321 | ) | (156 | ) | ||||
Receivable for investments sold | (4,822 | ) | (8,232 | ) | ||||
Other assets | 186 | 52 | ||||||
Interest payable | 414 | (585 | ) | |||||
Management and incentive fees payable | (2,164 | ) | (1,293 | ) | ||||
Accounts payable and accrued expenses | 11 | 155 | ||||||
Accrued trustee fees | (1 | ) | 2 | |||||
Net cash (used in) provided by operating activities | (51,549 | ) | (50,340 | ) | ||||
Cash flows from investing activities | ||||||||
Net change in restricted cash and cash equivalents | 55,153 | 20,338 | ||||||
Net cash (used in) provided by investing activities | 55,153 | 20,338 | ||||||
Cash flows from financing activities | ||||||||
Borrowings on debt | 161,750 | 110,100 | ||||||
Repayments of debt | (134,950 | ) | (52,800 | ) | ||||
Capitalized debt issuance costs | (1,080 | ) | (968 | ) | ||||
Repayments on secured borrowings | (21 | ) | (17 | ) | ||||
Dividends and distributions paid | (29,436 | ) | (28,380 | ) | ||||
Net cash (used in) provided by financing activities | (3,737 | ) | 27,935 | |||||
Net change in cash and cash equivalents | (133 | ) | (2,067 | ) | ||||
Cash and cash equivalents, beginning of period | 5,468 | 5,135 | ||||||
Cash and cash equivalents, end of period | $ | 5,335 | $ | 3,068 | ||||
Supplemental information: | ||||||||
Cash paid during the period for interest | $ | 10,892 | $ | 10,152 | ||||
Dividends and distributions declared during the period | 32,858 | 30,173 |
See Notes to Consolidated Financial Statements.
6 |
Golub Capital BDC, Inc. and Subsidiaries
Consolidated Schedule of Investments (unaudited)
March 31, 2016
(In thousands)
Spread | Percentage | |||||||||||||||||||||||||
Investment | Above | Interest | Maturity | Principal / Par ($), | Amortized | of | Fair | |||||||||||||||||||
Type | Index (1) | Rate(2) | Date | Shares/Units(3) | Cost | Net Assets | Value | |||||||||||||||||||
Investments | ||||||||||||||||||||||||||
Non-controlled/non-affiliate company investments | ||||||||||||||||||||||||||
Debt investments | ||||||||||||||||||||||||||
Aerospace and Defense | ||||||||||||||||||||||||||
ILC Dover, LP | One stop | P + 6.00% | 9.50 | % | 03/2019 | $ | 781 | $ | 771 | 0.1 | % | $ | 630 | |||||||||||||
ILC Dover, LP*^# | One stop | P + 6.00% | 9.50 | % | 03/2020 | 17,888 | 17,729 | 1.9 | 15,205 | |||||||||||||||||
ILC Industries, Inc.(4) | One stop | L + 6.00% | N/A | (5) | 07/2020 | - | (20 | ) | - | - | ||||||||||||||||
ILC Industries, Inc.*^# | One stop | L + 6.00% | 7.00 | % | 07/2020 | 22,556 | 22,428 | 2.8 | 22,556 | |||||||||||||||||
Loar Group Inc.# | Senior loan | L + 4.75% | 5.75 | % | 01/2022 | 2,244 | 2,205 | 0.3 | 2,233 | |||||||||||||||||
NTS Technical Systems(4) | One stop | L + 6.00% | N/A | (5) | 06/2021 | - | (92 | ) | - | - | ||||||||||||||||
NTS Technical Systems*^# | One stop | L + 6.00% | 7.00 | % | 06/2021 | 26,308 | 25,910 | 3.2 | 26,308 | |||||||||||||||||
NTS Technical Systems(4) | One stop | L + 6.00% | N/A | (5) | 06/2021 | - | (43 | ) | - | - | ||||||||||||||||
Tresys Technology Holdings, Inc. | One stop | L + 6.75% | 8.00 | % | 12/2017 | 349 | 346 | - | 349 | |||||||||||||||||
Tresys Technology Holdings, Inc.(6) | One stop | L + 6.75% | 8.00 | % | 12/2017 | 3,899 | 3,845 | 0.1 | 1,170 | |||||||||||||||||
Whitcraft LLC(4) | One stop | L + 6.50% | N/A | (5) | 05/2020 | - | (1 | ) | - | - | ||||||||||||||||
Whitcraft LLC*^ | One stop | L + 6.50% | 7.50 | % | 05/2020 | 13,572 | 13,458 | 1.7 | 13,572 | |||||||||||||||||
87,597 | 86,536 | 10.1 | 82,023 | |||||||||||||||||||||||
Automobile | ||||||||||||||||||||||||||
American Driveline Systems, Inc. | Senior loan | P + 4.75% | 8.25 | % | 03/2020 | 25 | 18 | - | 16 | |||||||||||||||||
American Driveline Systems, Inc.* | Senior loan | L + 5.75% | 6.75 | % | 03/2020 | 1,807 | 1,761 | 0.2 | 1,717 | |||||||||||||||||
American Driveline Systems, Inc.^ | Senior loan | L + 5.75% | 6.75 | % | 03/2020 | 233 | 228 | - | 228 | |||||||||||||||||
CH Hold Corp. (Caliber Collision)*# | Senior loan | L + 5.25% | 6.25 | % | 11/2019 | 5,170 | 5,127 | 0.6 | 5,170 | |||||||||||||||||
Dent Wizard International Corporation* | Senior loan | L + 4.75% | 5.75 | % | 04/2020 | 2,482 | 2,471 | 0.3 | 2,482 | |||||||||||||||||
Integrated Supply Network, LLC(4) | Senior loan | L + 5.25% | N/A | (5) | 02/2020 | - | (8 | ) | - | - | ||||||||||||||||
Integrated Supply Network, LLC*^ | Senior loan | L + 5.25% | 6.25 | % | 02/2020 | 6,942 | 6,862 | 0.9 | 6,942 | |||||||||||||||||
K&N Engineering, Inc.(4) | Senior loan | L + 4.25% | N/A | (5) | 07/2019 | - | (3 | ) | - | (3 | ) | |||||||||||||||
K&N Engineering, Inc.^ | Senior loan | L + 4.25% | 5.25 | % | 07/2019 | 2,869 | 2,837 | 0.4 | 2,811 | |||||||||||||||||
K&N Engineering, Inc.^ | Senior loan | L + 4.25% | 5.25 | % | 07/2019 | 135 | 123 | - | 133 | |||||||||||||||||
T5 Merger Corporation(4) | One stop | L + 6.25% | N/A | (5) | 03/2022 | - | (2 | ) | - | (1 | ) | |||||||||||||||
T5 Merger Corporation^ | One stop | L + 6.25% | 7.25 | % | 03/2022 | 2,400 | 2,358 | 0.3 | 2,376 | |||||||||||||||||
22,063 | 21,772 | 2.7 | 21,871 | |||||||||||||||||||||||
Banking | ||||||||||||||||||||||||||
HedgeServ Holding L.P.(4) | One stop | L + 8.00% | N/A | (5) | 02/2019 | - | (5 | ) | - | - | ||||||||||||||||
HedgeServ Holding L.P.*^# | One stop | L + 8.00% | 7.00% cash/2.00% PIK | 02/2019 | 17,353 | 17,258 | 2.1 | 17,353 | ||||||||||||||||||
17,353 | 17,253 | 2.1 | 17,353 | |||||||||||||||||||||||
Beverage, Food and Tobacco | ||||||||||||||||||||||||||
Abita Brewing Co., L.L.C. | One stop | L + 5.75% | 6.75 | % | 04/2021 | 8 | 7 | - | 8 | |||||||||||||||||
Abita Brewing Co., L.L.C. | One stop | L + 5.75% | 6.75 | % | 04/2021 | 8,033 | 7,898 | 1.0 | 8,033 | |||||||||||||||||
ABP Corporation | Senior loan | P + 3.50% | 7.25 | % | 09/2018 | 209 | 205 | - | 209 | |||||||||||||||||
ABP Corporation* | Senior loan | L + 4.75% | 6.00 | % | 09/2018 | 4,721 | 4,682 | 0.6 | 4,721 | |||||||||||||||||
Atkins Nutritionals, Inc*^# | One stop | L + 5.00% | 6.25 | % | 01/2019 | 16,872 | 16,726 | 2.1 | 16,872 | |||||||||||||||||
Atkins Nutritionals, Inc*^ | One stop | L + 8.50% | 9.75 | % | 04/2019 | 21,636 | 21,429 | 2.7 | 21,636 | |||||||||||||||||
C. J. Foods, Inc.(4) | One stop | L + 5.50% | N/A | (5) | 05/2019 | - | (6 | ) | - | - | ||||||||||||||||
C. J. Foods, Inc. | One stop | L + 5.50% | 6.50 | % | 05/2019 | 668 | 660 | 0.1 | 668 | |||||||||||||||||
C. J. Foods, Inc.* | One stop | L + 5.50% | 6.50 | % | 05/2019 | 3,176 | 3,145 | 0.4 | 3,176 | |||||||||||||||||
Candy Intermediate Holdings, Inc. (Ferrara Candy)^ | Senior loan | L + 6.25% | 7.50 | % | 06/2018 | 4,813 | 4,751 | 0.6 | 4,825 | |||||||||||||||||
Firebirds International, LLC(4) | One stop | L + 5.75% | N/A | (5) | 05/2018 | - | (1 | ) | - | - | ||||||||||||||||
Firebirds International, LLC* | One stop | L + 5.75% | 7.00 | % | 05/2018 | 1,079 | 1,071 | 0.1 | 1,079 | |||||||||||||||||
Firebirds International, LLC* | One stop | L + 5.75% | 7.00 | % | 05/2018 | 303 | 300 | - | 303 | |||||||||||||||||
Firebirds International, LLC(4) | One stop | L + 5.75% | N/A | (5) | 05/2018 | - | (3 | ) | - | - | ||||||||||||||||
First Watch Restaurants, Inc. | One stop | P + 5.00% | 8.50 | % | 12/2020 | 1,634 | 1,625 | 0.2 | 1,634 | |||||||||||||||||
First Watch Restaurants, Inc.*^# | One stop | L + 6.00% | 7.00 | % | 12/2020 | 25,727 | 25,491 | 3.1 | 25,727 | |||||||||||||||||
First Watch Restaurants, Inc.(4) | One stop | L + 6.00% | N/A | (5) | 12/2020 | - | (11 | ) | - | - | ||||||||||||||||
First Watch Restaurants, Inc.(4) | One stop | L + 6.00% | N/A | (5) | 12/2020 | - | (11 | ) | - | - | ||||||||||||||||
First Watch Restaurants, Inc.(4) | One stop | L + 6.00% | N/A | (5) | 12/2020 | - | (9 | ) | - | - | ||||||||||||||||
Hopdoddy Holdings, LLC | One stop | L + 8.00% | N/A | (5) | 08/2020 | - | - | - | - | |||||||||||||||||
Hopdoddy Holdings, LLC | One stop | L + 8.00% | 9.00 | % | 08/2020 | 663 | 651 | 0.1 | 663 | |||||||||||||||||
Hopdoddy Holdings, LLC(4) | One stop | L + 8.00% | N/A | (5) | 08/2020 | - | (3 | ) | - | - | ||||||||||||||||
IT'SUGAR LLC | Subordinated debt | N/A | 8.00 | % | 10/2017 | 1,707 | 1,707 | 0.2 | 1,911 | |||||||||||||||||
Northern Brewer, LLC | One stop | P + 5.25% | 8.75 | % | 02/2018 | 699 | 692 | 0.1 | 647 | |||||||||||||||||
Northern Brewer, LLC | One stop | L + 6.50% | 8.07 | % | 02/2018 | 6,002 | 5,935 | 0.7 | 5,552 | |||||||||||||||||
Smashburger Finance LLC(4) | Senior loan | L + 5.50% | N/A | (5) | 05/2018 | - | (2 | ) | - | - | ||||||||||||||||
Smashburger Finance LLC | Senior loan | L + 5.50% | 6.75 | % | 05/2018 | 87 | 87 | - | 87 | |||||||||||||||||
Surfside Coffee Company LLC | One stop | L + 5.25% | 6.25 | % | 06/2020 | 21 | 20 | - | 21 | |||||||||||||||||
Surfside Coffee Company LLC^ | One stop | L + 5.25% | 6.25 | % | 06/2020 | 4,492 | 4,454 | 0.5 | 4,492 | |||||||||||||||||
Surfside Coffee Company LLC | One stop | L + 5.25% | 6.25 | % | 06/2020 | 131 | 123 | - | 131 | |||||||||||||||||
Tate's Bake Shop, Inc.# | Senior loan | L + 5.00% | 6.00 | % | 08/2019 | 600 | 595 | 0.1 | 600 | |||||||||||||||||
The Original Cakerie Ltd.(7)(8) | Senior loan | L + 5.00% | N/A | (5) | 12/2020 | - | - | - | - | |||||||||||||||||
The Original Cakerie Ltd.#(7)(8) | Senior loan | L + 5.00% | 6.00 | % | 12/2020 | 1,652 | 1,636 | 0.2 | 1,652 | |||||||||||||||||
Uinta Brewing Company | One stop | L + 7.00% | 8.00 | % | 08/2019 | 678 | 673 | 0.1 | 666 | |||||||||||||||||
Uinta Brewing Company^ | One stop | L + 7.00% | 8.00 | % | 08/2019 | 3,195 | 3,174 | 0.4 | 3,147 | |||||||||||||||||
United Craft Brews LLC | One stop | L + 6.25% | 7.25 | % | 03/2020 | 1,084 | 1,070 | 0.1 | 1,084 | |||||||||||||||||
United Craft Brews LLC | One stop | L + 6.25% | 7.25 | % | 03/2020 | 539 | 526 | 0.1 | 539 | |||||||||||||||||
United Craft Brews LLC | One stop | L + 6.25% | 7.25 | % | 03/2020 | 12,097 | 11,884 | 1.5 | 12,097 | |||||||||||||||||
122,526 | 121,171 | 15.0 | 122,180 |
See Notes to Consolidated Financial Statements.
7 |
Golub Capital BDC, Inc. and Subsidiaries
Consolidated Schedule of Investments (unaudited) - (continued)
March 31, 2016
(In thousands)
Spread | Percentage | |||||||||||||||||||||||||
Investment | Above | Interest | Maturity | Principal / Par ($), | Amortized | of | Fair | |||||||||||||||||||
Type | Index (1) | Rate(2) | Date | Shares/Units(3) | Cost | Net Assets | Value | |||||||||||||||||||
Broadcasting and Entertainment | ||||||||||||||||||||||||||
TouchTunes Interactive Networks, Inc.^ | Senior loan | L + 4.75% | 5.75 | % | 05/2021 | 1,484 | 1,478 | 0.2 | 1,485 | |||||||||||||||||
Building and Real Estate | ||||||||||||||||||||||||||
Accruent, LLC* | One stop | L + 6.25% | 7.27 | % | 11/2019 | 4,697 | 4,663 | 0.6 | 4,697 | |||||||||||||||||
Brooks Equipment Company, LLC (4) | One stop | L + 5.00% | N/A | (5) | 08/2020 | - | (15 | ) | - | - | ||||||||||||||||
Brooks Equipment Company, LLC*^ | One stop | L + 5.00% | 6.00 | % | 08/2020 | 23,967 | 23,706 | 2.9 | 23,967 | |||||||||||||||||
ITEL Laboratories, Inc.(4) | Senior loan | L + 4.75% | N/A | (5) | 06/2018 | - | (1 | ) | - | - | ||||||||||||||||
ITEL Laboratories, Inc.* | Senior loan | L + 4.75% | 6.00 | % | 06/2018 | 637 | 633 | 0.1 | 637 | |||||||||||||||||
29,301 | 28,986 | 3.6 | 29,301 | |||||||||||||||||||||||
Cargo Transport | ||||||||||||||||||||||||||
Worldwide Express Operations, LLC*^ | Senior loan | L + 5.00% | 6.00 | % | 07/2019 | 4,900 | 4,851 | 0.6 | 4,851 | |||||||||||||||||
Worldwide Express Operations, LLC(4) | Senior loan | L + 5.00% | N/A | (5) | 07/2019 | - | (1 | ) | - | (1 | ) | |||||||||||||||
4,900 | 4,850 | 0.6 | 4,850 | |||||||||||||||||||||||
Containers, Packaging and Glass | ||||||||||||||||||||||||||
Fort Dearborn Company*^ | Senior loan | L + 4.25% | 5.25 | % | 10/2017 | 538 | 536 | 0.1 | 538 | |||||||||||||||||
Fort Dearborn Company*^ | Senior loan | L + 4.75% | 5.75 | % | 10/2018 | 2,577 | 2,567 | 0.3 | 2,577 | |||||||||||||||||
Packaging Coordinators, Inc.* | Senior loan | L + 4.25% | 5.25 | % | 08/2021 | 2,836 | 2,814 | 0.3 | 2,810 | |||||||||||||||||
Packaging Coordinators, Inc. | Second lien | L + 8.00% | 9.00 | % | 08/2022 | 10,000 | 9,920 | 1.2 | 9,450 | |||||||||||||||||
15,951 | 15,837 | 1.9 | 15,375 | |||||||||||||||||||||||
Diversified Conglomerate Manufacturing | ||||||||||||||||||||||||||
Chase Industries, Inc.# | One stop | L + 5.75% | 6.75 | % | 09/2020 | 3,376 | 3,340 | 0.4 | 3,376 | |||||||||||||||||
Chase Industries, Inc. | One stop | L + 5.75% | 6.75 | % | 09/2020 | 234 | 218 | - | 234 | |||||||||||||||||
Chase Industries, Inc.*^# | One stop | L + 5.75% | 6.75 | % | 09/2020 | 20,774 | 20,620 | 2.6 | 20,774 | |||||||||||||||||
Harvey Tool Company, LLC | Senior loan | L + 5.00% | N/A | (5) | 03/2019 | - | - | - | - | |||||||||||||||||
Harvey Tool Company, LLC* | Senior loan | L + 5.00% | 6.01 | % | 03/2020 | 3,123 | 3,096 | 0.4 | 3,123 | |||||||||||||||||
Inventus Power, Inc(4) | One stop | L + 5.50% | N/A | (5) | 04/2020 | - | (3 | ) | - | (21 | ) | |||||||||||||||
Inventus Power, Inc*^ | One stop | L + 5.50% | 6.50 | % | 04/2020 | 8,547 | 8,498 | 1.0 | 8,205 | |||||||||||||||||
Onicon Incorporated(4) | One stop | L + 6.00% | N/A | (5) | 04/2020 | - | (5 | ) | - | - | ||||||||||||||||
Onicon Incorporated*# | One stop | L + 6.00% | 7.07 | % | 04/2020 | 9,168 | 9,103 | 1.1 | 9,168 | |||||||||||||||||
Plex Systems, Inc.(4) | One stop | L + 7.50% | N/A | (5) | 06/2018 | - | (26 | ) | - | - | ||||||||||||||||
Plex Systems, Inc.*^ | One stop | L + 7.50% | 8.75 | % | 06/2018 | 18,797 | 18,441 | 2.3 | 18,797 | |||||||||||||||||
Sunless Merger Sub, Inc. | Senior loan | P + 4.00% | 7.50 | % | 07/2016 | 247 | 247 | - | 238 | |||||||||||||||||
Sunless Merger Sub, Inc. | Senior loan | L + 5.25% | 6.50 | % | 07/2016 | 1,534 | 1,536 | 0.2 | 1,380 | |||||||||||||||||
65,800 | 65,065 | 8.0 | 65,274 | |||||||||||||||||||||||
Diversified Conglomerate Service | ||||||||||||||||||||||||||
Accellos, Inc.(4) | One stop | L + 5.75% | N/A | (5) | 07/2020 | - | (15 | ) | - | - | ||||||||||||||||
Accellos, Inc.*^# | One stop | L + 5.75% | 6.75 | % | 07/2020 | 31,960 | 31,675 | 3.9 | 31,960 | |||||||||||||||||
Actiance, Inc. | One stop | L + 9.00% | N/A | (5) | 04/2018 | - | - | - | - | |||||||||||||||||
Actiance, Inc.*^ | One stop | L + 9.00% | 10.00 | % | 04/2018 | 2,502 | 2,427 | 0.3 | 2,502 | |||||||||||||||||
Agility Recovery Solutions Inc.(4) | One stop | L + 6.50% | N/A | (5) | 03/2020 | - | (7 | ) | - | (7 | ) | |||||||||||||||
Agility Recovery Solutions Inc.*^ | One stop | L + 6.50% | 7.50 | % | 03/2020 | 14,163 | 13,998 | 1.7 | 14,021 | |||||||||||||||||
Bomgar Corporation(4) | One stop | L + 6.00% | N/A | (5) | 09/2020 | - | (18 | ) | - | - | ||||||||||||||||
Bomgar Corporation* | One stop | L + 6.00% | 7.00 | % | 09/2020 | 29,491 | 29,060 | 3.6 | 29,491 | |||||||||||||||||
Daxko, LLC(4) | One stop | L + 5.75% | N/A | (5) | 03/2020 | - | (22 | ) | - | - | ||||||||||||||||
Daxko, LLC*^# | One stop | L + 5.75% | 6.75 | % | 03/2020 | 28,943 | 28,631 | 3.5 | 28,943 | |||||||||||||||||
DTI Holdco, Inc.# | Senior loan | L + 5.00% | 6.00 | % | 08/2020 | 8,302 | 8,236 | 1.0 | 8,302 | |||||||||||||||||
HealthcareSource HR, Inc.(4) | One stop | L + 6.75% | N/A | (5) | 05/2020 | - | (1 | ) | - | - | ||||||||||||||||
HealthcareSource HR, Inc.# | One stop | L + 6.75% | 7.75 | % | 05/2020 | 17,814 | 17,462 | 2.2 | 17,814 | |||||||||||||||||
Host Analytics, Inc.(4) | One stop | N/A | N/A | (5) | 02/2020 | - | (5 | ) | - | - | ||||||||||||||||
Host Analytics, Inc. | One stop | N/A | 8.50% cash/2.25% PIK | 02/2020 | 2,994 | 2,954 | 0.4 | 2,994 | ||||||||||||||||||
Integration Appliance, Inc.(4) | One stop | L + 8.25% | N/A | (5) | 09/2018 | - | (10 | ) | - | (9 | ) | |||||||||||||||
Integration Appliance, Inc. | One stop | L + 8.25% | 9.50 | % | 09/2020 | 5,396 | 5,296 | 0.6 | 5,342 | |||||||||||||||||
Integration Appliance, Inc. | One stop | L + 8.25% | 9.50 | % | 09/2020 | 7,913 | 7,753 | 1.0 | 7,834 | |||||||||||||||||
Integration Appliance, Inc.* | One stop | L + 8.25% | 9.50 | % | 09/2020 | 719 | 708 | 0.1 | 712 | |||||||||||||||||
Integration Appliance, Inc.*^ | One stop | L + 8.25% | 9.50 | % | 09/2020 | 16,123 | 15,969 | 2.0 | 15,962 | |||||||||||||||||
Mediaocean LLC# | Senior loan | L + 4.75% | 5.75 | % | 08/2022 | 167 | 164 | - | 167 | |||||||||||||||||
NetSmart Technologies, Inc. | One stop | P + 4.25% | 7.75 | % | 02/2019 | 1,045 | 1,030 | 0.1 | 1,045 | |||||||||||||||||
NetSmart Technologies, Inc.^# | One stop | L + 5.25% | 6.25 | % | 02/2019 | 14,741 | 14,634 | 1.8 | 14,741 | |||||||||||||||||
Secure-24, LLC(4) | One stop | L + 6.00% | N/A | (5) | 08/2017 | - | (2 | ) | - | - | ||||||||||||||||
Secure-24, LLC* | One stop | L + 6.00% | 7.25 | % | 08/2017 | 9,976 | 9,891 | 1.2 | 9,976 | |||||||||||||||||
Secure-24, LLC^ | One stop | L + 6.00% | 7.25 | % | 08/2017 | 1,459 | 1,450 | 0.2 | 1,459 | |||||||||||||||||
Severin Acquisition, LLC^ | Senior loan | L + 5.00% | 6.00 | % | 07/2021 | 798 | 791 | 0.1 | 798 | |||||||||||||||||
Severin Acquisition, LLC^ | Senior loan | L + 5.38% | 6.38 | % | 07/2021 | 897 | 888 | 0.1 | 911 | |||||||||||||||||
Source Medical Solutions, Inc. | Second lien | L + 8.00% | 9.00 | % | 03/2018 | 9,294 | 9,211 | 1.1 | 8,829 | |||||||||||||||||
Steelwedge Software, Inc.(5) | One stop | L + 10.00% | N/A | (5) | 09/2020 | - | - | - | - | |||||||||||||||||
Steelwedge Software, Inc.^ | One stop | L + 10.00% | 9.00% cash/2.00% PIK | 09/2020 | 2,174 | 2,087 | 0.3 | 2,174 | ||||||||||||||||||
TA MHI Buyer, Inc. (5) | One stop | L + 6.50% | N/A | (5) | 09/2021 | - | - | - | - | |||||||||||||||||
TA MHI Buyer, Inc.^ | One stop | L + 6.50% | 7.50 | % | 09/2021 | 8,274 | 8,208 | 1.0 | 8,274 | |||||||||||||||||
TA MHI Buyer, Inc.^ | One stop | L + 6.50% | 7.50 | % | 09/2021 | 239 | 236 | - | 239 | |||||||||||||||||
Trintech, Inc.(4) | One stop | L + 5.75% | N/A | (5) | 10/2021 | - | (1 | ) | - | - | ||||||||||||||||
Trintech, Inc.*# | One stop | L + 5.75% | 6.75 | % | 10/2021 | 7,341 | 7,257 | 0.9 | 7,341 | |||||||||||||||||
Vendavo, Inc.(4) | One stop | L + 8.50% | N/A | (5) | 10/2019 | - | (11 | ) | - | - | ||||||||||||||||
Vendavo, Inc. | One stop | L + 8.50% | 9.50 | % | 10/2019 | 15,501 | 15,254 | 1.9 | 15,501 | |||||||||||||||||
Vendor Credentialing Service LLC(4) | One stop | L + 6.00% | N/A | (5) | 11/2021 | - | (1 | ) | - | - |
See Notes to Consolidated Financial Statements.
8 |
Golub Capital BDC, Inc. and Subsidiaries
Consolidated Schedule of Investments (unaudited) - (continued)
March 31, 2016
(In thousands)
Spread | Percentage | |||||||||||||||||||||||||
Investment | Above | Interest | Maturity | Principal / Par ($), | Amortized | of | Fair | |||||||||||||||||||
Type | Index (1) | Rate(2) | Date | Shares/Units(3) | Cost | Net Assets | Value | |||||||||||||||||||
Vendor Credentialing Service LLC | One stop | L + 6.00% | 7.00 | % | 11/2021 | 10,246 | 9,998 | 1.3 | 10,246 | |||||||||||||||||
Vitalyst, LLC | Senior loan | P + 4.25% | 7.75 | % | 09/2017 | 66 | 65 | - | 58 | |||||||||||||||||
Vitalyst, LLC | Senior loan | L + 5.25% | 6.50 | % | 09/2017 | 1,481 | 1,475 | 0.2 | 1,437 | |||||||||||||||||
250,019 | 246,715 | 30.5 | 249,057 | |||||||||||||||||||||||
Electronics | ||||||||||||||||||||||||||
Appriss Holdings, Inc. | Senior loan | L + 4.75% | 5.75 | % | 11/2020 | 902 | 868 | 0.1 | 902 | |||||||||||||||||
Appriss Holdings, Inc.*# | Senior loan | L + 4.75% | 5.75 | % | 11/2020 | 20,842 | 20,595 | 2.6 | 20,842 | |||||||||||||||||
Compusearch Software Holdings, Inc.^ | Senior loan | L + 4.50% | 5.50 | % | 05/2021 | 1,315 | 1,312 | 0.2 | 1,315 | |||||||||||||||||
ECI Acquisition Holdings, Inc.(4) | One stop | L + 6.25% | N/A | (5) | 03/2019 | - | (11 | ) | - | - | ||||||||||||||||
ECI Acquisition Holdings, Inc.*^# | One stop | L + 6.25% | 7.25 | % | 03/2019 | 21,779 | 21,537 | 2.7 | 21,779 | |||||||||||||||||
ECI Acquisition Holdings, Inc. | One stop | L + 6.25% | 7.25 | % | 03/2019 | 1,410 | 1,395 | 0.2 | 1,410 | |||||||||||||||||
Gamma Technologies, LLC(4) | One stop | L + 5.50% | N/A | (5) | 06/2021 | - | (1 | ) | - | - | ||||||||||||||||
Gamma Technologies, LLC^# | One stop | L + 5.50% | 6.50 | % | 06/2021 | 18,092 | 17,935 | 2.2 | 18,092 | |||||||||||||||||
Park Place Technologies LLC(4) | One stop | L + 5.25% | N/A | (5) | 06/2022 | - | (2 | ) | - | - | ||||||||||||||||
Park Place Technologies LLC*# | One stop | L + 5.25% | 6.25 | % | 06/2022 | 12,529 | 12,349 | 1.5 | 12,529 | |||||||||||||||||
Sloan Company, Inc., The | One stop | L + 6.25% | 7.25 | % | 04/2020 | 31 | 30 | - | 23 | |||||||||||||||||
Sloan Company, Inc., The# | One stop | L + 6.25% | 7.25 | % | 04/2020 | 7,551 | 7,474 | 0.8 | 6,419 | |||||||||||||||||
Sovos Compliance (4) | One stop | L + 6.75% | N/A | (5) | 03/2022 | - | (1 | ) | - | (1 | ) | |||||||||||||||
Sovos Compliance* | One stop | L + 6.75% | 7.75 | % | 03/2022 | 4,930 | 4,845 | 0.6 | 4,856 | |||||||||||||||||
Sparta Holding Corporation(4) | One stop | L + 5.50% | N/A | (5) | 07/2020 | - | (27 | ) | - | - | ||||||||||||||||
Sparta Holding Corporation*^# | One stop | L + 5.50% | 6.50 | % | 07/2020 | 22,309 | 22,107 | 2.7 | 22,309 | |||||||||||||||||
Syncsort Incorporated(4) | One stop | L + 5.50% | N/A | (5) | 11/2021 | - | (2 | ) | - | - | ||||||||||||||||
Syncsort Incorporated*^# | One stop | L + 5.50% | 6.50 | % | 11/2021 | 16,693 | 16,379 | 2.0 | 16,693 | |||||||||||||||||
Systems Maintenance Services Holding, Inc.^ | Senior loan | L + 4.00% | 5.00 | % | 10/2019 | 2,610 | 2,602 | 0.3 | 2,610 | |||||||||||||||||
Watchfire Enterprises, Inc. | Second lien | L + 8.00% | 9.00 | % | 10/2021 | 9,435 | 9,259 | 1.2 | 9,435 | |||||||||||||||||
140,428 | 138,643 | 17.1 | 139,213 | |||||||||||||||||||||||
Grocery | ||||||||||||||||||||||||||
MyWebGrocer, Inc. | One stop | L + 8.75% | 10.00 | % | 05/2018 | 1,586 | 1,577 | 0.2 | 1,586 | |||||||||||||||||
MyWebGrocer, Inc.^ | One stop | L + 8.75% | 10.00 | % | 05/2018 | 14,271 | 14,145 | 1.7 | 14,271 | |||||||||||||||||
Teasdale Quality Foods, Inc.# | Senior loan | L + 4.75% | 5.77 | % | 10/2020 | 557 | 552 | 0.1 | 566 | |||||||||||||||||
16,414 | 16,274 | 2.0 | 16,423 | |||||||||||||||||||||||
Healthcare, Education and Childcare | ||||||||||||||||||||||||||
Active Day, Inc.(4) | One stop | L + 6.00% | N/A | (5) | 12/2021 | - | (2 | ) | - | - | ||||||||||||||||
Active Day, Inc. | One stop | L + 6.00% | 7.00 | % | 12/2021 | 13,606 | 13,252 | 1.7 | 13,606 | |||||||||||||||||
Active Day, Inc.(4) | One stop | L + 6.00% | N/A | (5) | 12/2021 | - | (40 | ) | - | - | ||||||||||||||||
Agilitas USA, Inc.^ | Senior loan | L + 4.00% | 5.00 | % | 10/2020 | 2,125 | 2,109 | 0.3 | 2,125 | |||||||||||||||||
Aris Teleradiology Company, LLC | Senior loan | L + 4.75% | N/A | (5) | 03/2021 | - | - | - | - | |||||||||||||||||
Aris Teleradiology Company, LLC* | Senior loan | L + 4.75% | 5.75 | % | 03/2021 | 946 | 936 | 0.1 | 936 | |||||||||||||||||
Avalign Technologies, Inc.^ | Senior loan | L + 4.50% | 5.50 | % | 07/2021 | 1,136 | 1,131 | 0.1 | 1,136 | |||||||||||||||||
Avatar International, LLC | One stop | L + 7.89% | 6.19% cash/2.95% PIK | 09/2016 | 658 | 657 | 0.1 | 658 | ||||||||||||||||||
Avatar International, LLC*(6) | One stop | L + 7.89% | 6.19% cash/2.95% PIK | 09/2016 | 7,641 | 7,615 | 0.3 | 2,560 | ||||||||||||||||||
Avatar International, LLC#(6) | One stop | L + 7.89% | 6.19% cash/2.95% PIK | 09/2016 | 1,648 | 1,644 | 0.1 | 552 | ||||||||||||||||||
BIORECLAMATIONIVT, LLC (4) | One stop | L + 6.25% | N/A | (5) | 01/2021 | - | (2 | ) | - | - | ||||||||||||||||
BIORECLAMATIONIVT, LLC *^# | One stop | L + 6.25% | 7.25 | % | 01/2021 | 14,464 | 14,223 | 1.8 | 14,464 | |||||||||||||||||
California Cryobank, LLC | One stop | P + 4.25% | 7.75 | % | 08/2019 | 22 | 20 | - | 22 | |||||||||||||||||
California Cryobank, LLC^ | One stop | L + 5.50% | 6.50 | % | 08/2019 | 1,550 | 1,540 | 0.2 | 1,550 | |||||||||||||||||
California Cryobank, LLC | One stop | L + 5.50% | 6.50 | % | 08/2019 | 43 | 42 | - | 43 | |||||||||||||||||
Certara L.P.(4) | One stop | L + 6.25% | N/A | (5) | 12/2018 | - | (12 | ) | - | - | ||||||||||||||||
Certara L.P.*^# | One stop | L + 6.25% | 7.25 | % | 12/2018 | 30,694 | 30,447 | 3.8 | 30,694 | |||||||||||||||||
CPI Buyer, LLC (Cole-Parmer)*^ | Senior loan | L + 4.50% | 5.50 | % | 08/2021 | 7,900 | 7,658 | 0.9 | 7,574 | |||||||||||||||||
Curo Health Services LLC# | Senior loan | L + 5.50% | 6.50 | % | 02/2022 | 1,980 | 1,963 | 0.2 | 1,964 | |||||||||||||||||
DCA Investment Holding, LLC | One stop | P + 4.25% | 7.75 | % | 07/2021 | 372 | 356 | - | 359 | |||||||||||||||||
DCA Investment Holding, LLC*^# | One stop | L + 5.25% | 6.25 | % | 07/2021 | 19,063 | 18,693 | 2.3 | 18,872 | |||||||||||||||||
DCA Investment Holding, LLC*^# | One stop | L + 5.25% | 6.25 | % | 07/2021 | 13,672 | 13,513 | 1.7 | 13,536 | |||||||||||||||||
Deca Dental Management LLC | One stop | L + 6.25% | 7.25 | % | 07/2020 | 37 | 36 | - | 37 | |||||||||||||||||
Deca Dental Management LLC | One stop | L + 6.25% | 7.25 | % | 07/2020 | 183 | 173 | - | 183 | |||||||||||||||||
Deca Dental Management LLC*^ | One stop | L + 6.25% | 7.25 | % | 07/2020 | 4,168 | 4,114 | 0.5 | 4,168 | |||||||||||||||||
Delta Educational Systems* | Senior loan | P + 4.75% | 8.25 | % | 12/2016 | 1,483 | 1,477 | 0.2 | 1,260 | |||||||||||||||||
Delta Educational Systems(4) | Senior loan | L + 6.00% | N/A | (5) | 12/2016 | - | - | - | (7 | ) | ||||||||||||||||
Dental Holdings Corporation | One stop | P + 4.25% | 7.75 | % | 02/2020 | 184 | 173 | - | 184 | |||||||||||||||||
Dental Holdings Corporation | One stop | L + 5.50% | 6.50 | % | 02/2020 | 7,638 | 7,500 | 0.9 | 7,638 | |||||||||||||||||
Dental Holdings Corporation | One stop | L + 5.50% | 6.50 | % | 02/2020 | 630 | 616 | 0.1 | 630 | |||||||||||||||||
Encore GC Acquisition, LLC(4) | Senior loan | L + 5.25% | N/A | (5) | 01/2020 | - | (8 | ) | - | (14 | ) | |||||||||||||||
Encore GC Acquisition, LLC*^ | Senior loan | L + 5.25% | 6.25 | % | 01/2020 | 4,796 | 4,731 | 0.6 | 4,701 | |||||||||||||||||
eSolutions, Inc.(4) | One stop | L + 6.50% | N/A | (5) | 03/2022 | - | (1 | ) | - | (1 | ) | |||||||||||||||
eSolutions, Inc. | One stop | L + 6.50% | 7.50 | % | 03/2022 | 13,141 | 12,849 | 1.6 | 13,009 | |||||||||||||||||
G & H Wire Company, Inc. | One stop | P + 4.50% | 8.00 | % | 12/2017 | 250 | 246 | - | 250 | |||||||||||||||||
G & H Wire Company, Inc.*^ | One stop | L + 5.75% | 6.75 | % | 12/2017 | 13,224 | 13,156 | 1.6 | 13,224 | |||||||||||||||||
Joerns Healthcare, LLC* | One stop | L + 5.00% | 6.00 | % | 05/2020 | 3,301 | 3,273 | 0.4 | 3,272 | |||||||||||||||||
Katena Holdings, Inc.(4) | One stop | L + 6.25% | N/A | (5) | 06/2021 | - | (1 | ) | - | - | ||||||||||||||||
Katena Holdings, Inc.^ | One stop | L + 6.25% | 7.25 | % | 06/2021 | 8,743 | 8,663 | 1.1 | 8,743 | |||||||||||||||||
Katena Holdings, Inc.(4) | One stop | L + 6.25% | N/A | (5) | 06/2021 | - | (7 | ) | - | - | ||||||||||||||||
Maverick Healthcare Group, LLC* | Senior loan | L + 9.50% | 9.25% cash/2.00% PIK | 12/2016 | 1,922 | 1,910 | 0.2 | 1,922 | ||||||||||||||||||
PPT Management, LLC(4) | One stop | L + 5.00% | N/A | (5) | 04/2020 | - | (7 | ) | - | - | ||||||||||||||||
PPT Management, LLC | One stop | L + 5.00% | 6.00 | % | 04/2020 | 2,457 | 2,433 | 0.3 | 2,457 | |||||||||||||||||
Premise Health Holding Corp.(4) | One stop | L + 4.50% | N/A | (5) | 06/2020 | - | (18 | ) | - | - | ||||||||||||||||
Premise Health Holding Corp.# | One stop | L + 4.50% | 5.50 | % | 06/2020 | 15,000 | 14,907 | 1.8 | 15,000 |
See Notes to Consolidated Financial Statements.
9 |
Golub Capital BDC, Inc. and Subsidiaries
Consolidated Schedule of Investments (unaudited) - (continued)
March 31, 2016
(In thousands)
Spread | Percentage | |||||||||||||||||||||||||
Investment | Above | Interest | Maturity | Principal / Par ($), | Amortized | of | Fair | |||||||||||||||||||
Type | Index (1) | Rate(2) | Date | Shares/Units(3) | Cost | Net Assets | Value | |||||||||||||||||||
Radiology Partners, Inc.(4) | One stop | L + 5.00% | N/A | (5) | 09/2020 | - | (6 | ) | - | - | ||||||||||||||||
Radiology Partners, Inc.*^ | One stop | L + 5.00% | 6.00 | % | 09/2020 | 16,951 | 16,749 | 2.1 | 16,951 | |||||||||||||||||
Radiology Partners, Inc. | One stop | L + 5.00% | 6.00 | % | 09/2020 | 1,919 | 1,885 | 0.2 | 1,919 | |||||||||||||||||
Reliant Pro ReHab, LLC | Senior loan | P + 4.00% | 7.50 | % | 06/2017 | 129 | 126 | - | 129 | |||||||||||||||||
Reliant Pro ReHab, LLC* | Senior loan | L + 5.00% | 6.00 | % | 06/2017 | 3,185 | 3,170 | 0.4 | 3,185 | |||||||||||||||||
Renaissance Pharma (U.S.) Holdings Inc.^ | Senior loan | L + 4.00% | 5.03 | % | 05/2018 | 418 | 414 | 0.1 | 418 | |||||||||||||||||
RXH Buyer Corporation | One stop | P + 4.75% | 8.25 | % | 09/2021 | 10 | 6 | - | 10 | |||||||||||||||||
RXH Buyer Corporation(4) | One stop | L + 5.75% | N/A | (5) | 09/2021 | - | (51 | ) | - | - | ||||||||||||||||
RXH Buyer Corporation*^ | One stop | L + 5.75% | 6.75 | % | 09/2021 | 17,524 | 17,206 | 2.2 | 17,524 | |||||||||||||||||
Sarnova HC, LLC# | Senior loan | L + 4.75% | 5.76 | % | 01/2022 | 3,740 | 3,704 | 0.5 | 3,703 | |||||||||||||||||
Southern Anesthesia and Surgical(4) | One stop | L + 5.50% | N/A | (5) | 11/2017 | - | (5 | ) | - | - | ||||||||||||||||
Southern Anesthesia and Surgical | One stop | L + 5.50% | 6.50 | % | 11/2017 | 5,610 | 5,558 | 0.7 | 5,610 | |||||||||||||||||
Southern Anesthesia and Surgical^ | One stop | L + 5.50% | 6.50 | % | 11/2017 | 2,728 | 2,708 | 0.3 | 2,728 | |||||||||||||||||
Surgical Information Systems, LLC^ | Senior loan | L + 3.00% | 4.01 | % | 09/2018 | 1,879 | 1,876 | 0.2 | 1,879 | |||||||||||||||||
U.S. Anesthesia Partners, Inc.# | One stop | L + 5.00% | 6.00 | % | 12/2019 | 5,927 | 5,906 | 0.7 | 5,927 | |||||||||||||||||
WIL Research Company, Inc.* | Senior loan | L + 4.50% | 5.75 | % | 02/2018 | 752 | 748 | 0.1 | 752 | |||||||||||||||||
Young Innovations, Inc.*# | Senior loan | L + 4.25% | 5.25 | % | 01/2019 | 1,742 | 1,733 | 0.2 | 1,742 | |||||||||||||||||
Young Innovations, Inc. | Senior loan | P + 3.25% | 6.75 | % | 01/2018 | 52 | 52 | - | 51 | |||||||||||||||||
Zest Holdings, LLC# | Senior loan | L + 4.75% | 5.75 | % | 08/2020 | 5,309 | 5,110 | 0.7 | 5,309 | |||||||||||||||||
262,552 | 258,847 | 31.3 | # | 255,144 | ||||||||||||||||||||||
Home and Office Furnishings, | ||||||||||||||||||||||||||
Housewares, and Durable Consumer | ||||||||||||||||||||||||||
1A Smart Start LLC* | Senior loan | L + 4.75% | 5.75 | % | 02/2022 | 2,126 | 2,107 | 0.2 | 2,124 | |||||||||||||||||
Floor & Decor Outlets of America, Inc.*^ | One stop | L + 6.50% | 7.75 | % | 05/2019 | 11,073 | 11,002 | 1.4 | 11,073 | |||||||||||||||||
Plano Molding Company, LLC*^# | One stop | L + 6.00% | 7.00 | % | 05/2021 | 18,024 | 17,871 | 2.2 | 18,024 | |||||||||||||||||
31,223 | 30,980 | 3.8 | 31,221 | |||||||||||||||||||||||
Hotels, Motels, Inns, and Gaming | ||||||||||||||||||||||||||
Aimbridge Hospitality, LLC^ | Senior loan | L + 4.50% | 5.75 | % | 10/2018 | 827 | 812 | 0.1 | 827 | |||||||||||||||||
Insurance | ||||||||||||||||||||||||||
Captive Resources Midco, LLC (4) | One stop | L + 5.75% | N/A | (5) | 06/2020 | - | (20 | ) | - | - | ||||||||||||||||
Captive Resources Midco, LLC (4) | One stop | L + 5.75% | N/A | (5) | 06/2020 | - | (18 | ) | - | - | ||||||||||||||||
Captive Resources Midco, LLC*^# | One stop | L + 5.75% | 6.75 | % | 06/2020 | 26,261 | 25,978 | 3.2 | 26,261 | |||||||||||||||||
Higginbotham Insurance Agency, Inc.* | Senior loan | L + 5.25% | 6.25 | % | 11/2021 | 1,308 | 1,295 | 0.2 | 1,301 | |||||||||||||||||
Internet Pipeline, Inc.(4) | One stop | L + 7.25% | N/A | (5) | 08/2021 | - | (1 | ) | - | - | ||||||||||||||||
Internet Pipeline, Inc. | One stop | L + 7.25% | 8.25 | % | 08/2022 | 4,935 | 4,812 | 0.6 | 4,935 | |||||||||||||||||
32,504 | 32,046 | 4.0 | 32,497 | |||||||||||||||||||||||
Leisure, Amusement, Motion Pictures and Entertainment | ||||||||||||||||||||||||||
Self Esteem Brands, LLC(4) | Senior loan | L + 4.00% | N/A | (5) | 02/2020 | - | (3 | ) | - | - | ||||||||||||||||
Self Esteem Brands, LLC^ | Senior loan | L + 4.00% | 5.00 | % | 02/2020 | 3,525 | 3,512 | 0.4 | 3,525 | |||||||||||||||||
Teaching Company, The(4) | One stop | L + 6.25% | N/A | (5) | 08/2020 | - | (1 | ) | - | - | ||||||||||||||||
Teaching Company, The | One stop | L + 6.25% | 7.25 | % | 08/2020 | 19,021 | 18,771 | 2.3 | 19,021 | |||||||||||||||||
Titan Fitness, LLC(4) | One stop | L + 6.50% | N/A | (5) | 09/2019 | - | (15 | ) | - | - | ||||||||||||||||
Titan Fitness, LLC(4) | One stop | L + 6.50% | N/A | (5) | 09/2019 | - | (42 | ) | - | - | ||||||||||||||||
Titan Fitness, LLC | One stop | P + 5.25% | 8.75 | % | 09/2019 | 373 | 357 | 0.1 | 373 | |||||||||||||||||
Titan Fitness, LLC* | One stop | L + 6.50% | 7.75 | % | 09/2019 | 13,292 | 13,112 | 1.6 | 13,292 | |||||||||||||||||
36,211 | 35,691 | 4.4 | 36,211 | |||||||||||||||||||||||
Mining, Steel, Iron and Non-Precious Metals | ||||||||||||||||||||||||||
Benetech, Inc. | One stop | P + 7.75% | 11.25 | % | 10/2017 | 152 | 148 | - | 20 | |||||||||||||||||
Benetech, Inc.* | One stop | L + 9.00% | 10.25 | % | 10/2017 | 4,561 | 4,542 | 0.5 | 4,013 | |||||||||||||||||
4,713 | 4,690 | 0.5 | 4,033 | |||||||||||||||||||||||
Oil and Gas | ||||||||||||||||||||||||||
Drilling Info, Inc.(9) | One stop | L + 5.00% | N/A | (5) | 06/2018 | - | - | - | - | |||||||||||||||||
Drilling Info, Inc.(9) | One stop | L + 5.00% | 6.00 | % | 06/2018 | 334 | 332 | - | 334 | |||||||||||||||||
Drilling Info, Inc.^ | One stop | L + 5.00% | 6.00 | % | 06/2018 | 881 | 875 | 0.1 | 881 | |||||||||||||||||
Drilling Info, Inc.(4)(9) | One stop | L + 5.00% | N/A | (5) | 06/2018 | - | (8 | ) | - | - | ||||||||||||||||
1,215 | 1,199 | 0.1 | 1,215 | |||||||||||||||||||||||
Personal and Non-Durable Consumer Products | ||||||||||||||||||||||||||
Georgica Pine Clothiers, LLC(4) | One stop | L + 5.50% | N/A | (5) | 11/2021 | - | (1 | ) | - | - | ||||||||||||||||
Georgica Pine Clothiers, LLC | One stop | L + 5.50% | 6.50 | % | 11/2021 | 5,765 | 5,657 | 0.7 | 5,765 | |||||||||||||||||
The Hygenic Corporation(4) | Senior loan | L + 5.00% | N/A | (5) | 10/2019 | - | (4 | ) | - | - | ||||||||||||||||
The Hygenic Corporation* | Senior loan | L + 5.00% | 6.00 | % | 10/2020 | 3,259 | 3,220 | 0.4 | 3,259 | |||||||||||||||||
Massage Envy, LLC(4) | One stop | L + 7.25% | N/A | (5) | 09/2018 | - | (8 | ) | - | - | ||||||||||||||||
Massage Envy, LLC* | One stop | L + 7.25% | 8.50 | % | 09/2018 | 15,568 | 15,406 | 1.9 | 15,568 | |||||||||||||||||
Orthotics Holdings, Inc(4)(7) | One stop | L + 5.00% | N/A | (5) | 02/2020 | - | (1 | ) | - | (7 | ) | |||||||||||||||
Orthotics Holdings, Inc*#(7) | One stop | L + 5.00% | 6.00 | % | 02/2020 | 1,380 | 1,366 | 0.1 | 1,311 | |||||||||||||||||
Orthotics Holdings, Inc(4) | One stop | L + 5.00% | N/A | (5) | 02/2020 | - | (14 | ) | - | (70 | ) | |||||||||||||||
Orthotics Holdings, Inc(4) | One stop | L + 5.00% | N/A | (5) | 02/2020 | - | (12 | ) | - | (63 | ) | |||||||||||||||
Orthotics Holdings, Inc*# | One stop | L + 5.00% | 6.00 | % | 02/2020 | 8,418 | 8,335 | 1.0 | 7,996 | |||||||||||||||||
Team Technologies Acquisition Company(4) | Senior loan | L + 5.00% | N/A | (5) | 12/2017 | - | (1 | ) | - | (3 | ) | |||||||||||||||
Team Technologies Acquisition Company^ | Senior loan | L + 5.00% | 6.25 | % | 12/2017 | 4,757 | 4,736 | 0.6 | 4,710 | |||||||||||||||||
Team Technologies Acquisition Company# | Senior loan | L + 5.50% | 6.76 | % | 12/2017 | 877 | 869 | 0.1 | 874 | |||||||||||||||||
40,024 | 39,548 | 4.8 | 39,340 |
See Notes to Consolidated Financial Statements.
10 |
Golub Capital BDC, Inc. and Subsidiaries
Consolidated Schedule of Investments (unaudited) - (continued)
March 31, 2016
(In thousands)
Spread | Percentage | |||||||||||||||||||||||||
Investment | Above | Interest | Maturity | Principal / Par ($), | Amortized | of | Fair | |||||||||||||||||||
Type | Index (1) | Rate(2) | Date | Shares/Units(3) | Cost | Net Assets | Value | |||||||||||||||||||
Personal, Food and Miscellaneous Services | ||||||||||||||||||||||||||
Community Veterinary Partners, LLC | One stop | L + 5.50% | N/A | (5) | 10/2021 | - | - | - | - | |||||||||||||||||
Community Veterinary Partners, LLC* | One stop | L + 5.50% | 6.50 | % | 10/2021 | 2,479 | 2,456 | 0.3 | 2,479 | |||||||||||||||||
Community Veterinary Partners, LLC | One stop | L + 5.50% | 6.50 | % | 10/2021 | 267 | 267 | - | 267 | |||||||||||||||||
Focus Brands Inc.*^ | Second lien | L + 9.00% | 10.25 | % | 08/2018 | 11,195 | 11,133 | 1.4 | 11,195 | |||||||||||||||||
Ignite Restaurant Group, Inc (Joe's Crab Shack)^ | One stop | L + 7.00% | 8.00 | % | 02/2019 | 4,775 | 4,727 | 0.6 | 4,775 | |||||||||||||||||
PetVet Care Centers LLC | Senior loan | L + 4.75% | 5.75 | % | 12/2019 | 68 | 58 | - | 68 | |||||||||||||||||
PetVet Care Centers LLC^ | Senior loan | L + 4.75% | 5.75 | % | 12/2020 | 1,225 | 1,207 | 0.2 | 1,225 | |||||||||||||||||
PetVet Care Centers LLC^ | Senior loan | L + 4.75% | 5.75 | % | 12/2020 | 5,866 |