SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
(RULE 13d - 102)
INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO 13d-1(b), (c)
AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO 13d-2(b)
(Amendment No.___)*
Kulicke & Soffa Industries, Inc.
(Name of Issuer)
Common Stock,
(Title of Class of Securities)
501242101
(CUSIP Number)
November 21, 2003
(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)
[x] 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).
(Continued on the Following Pages)
1. NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
Amaranth L.L.C.
2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) [ ]
(b) [x]
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
0
6. SHARED VOTING POWER
3,084,244
7. SOLE DISPOSITIVE POWER
0
8. SHARED DISPOSITIVE POWER
3,084,244
9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
3,084,244
10. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9)
EXCLUDES CERTAIN SHARES* [ ]
11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
6.1%
12. TYPE OF REPORTING PERSON*
OO
*SEE INSTRUCTIONS BEFORE FILLING OUT!
1. NAMES OF REPORTING PERSONS
I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
Nicholas M. Maounis
2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*
(a) [ ]
(b) [x]
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
0
6. SHARED VOTING POWER
3,084,244
7. SOLE DISPOSITIVE POWER
0
8. SHARED DISPOSITIVE POWER
3,084,244
9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
3,084,244
10. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9)
EXCLUDES CERTAIN SHARES* [ ]
11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
6.1%
12. TYPE OF REPORTING PERSON*
IN
*SEE INSTRUCTIONS BEFORE FILLING OUT!
ITEM 1(a). Name of Issuer:
Kulicke & Soffa Industries, Inc. (the "Issuer").
Item 1(b). Address of Issuer's Principal Executive Offices:
2101 Blair Mill Road
Willow Grove, PA 19090
United States
Item 2(a). Name of Persons Filing:
The names of the persons filing this statement on Schedule 13G are:
Amaranth L.L.C., a Delaware limited liability company ("Amaranth"), and Nicholas
M. Maounis ("Maounis")(collectively, the "Reporting Persons"). Maounis is the
managing member of Amaranth Advisors L.L.C., a Delaware limited liability
company. Amaranth Advisors L.L.C. is the managing member of Amaranth. Maounis is
therefore deemed to share beneficial ownership of the shares beneficially owned
by Amaranth by virtue of his power to direct the vote and/or direct the
disposition of securities owned by Amaranth.
Item 2(b). Address of Principal Business Office or, if None, Residence:
The principal business address for Amaranth and Maounis is One American
Lane, Greenwich, Connecticut 06831.
Item 2(c). Citizenship:
Amaranth is a Delaware limited liability company and Maounis is a citizen
of the United States.
Item 2(d). Title of Class of Securities
Common Stock, without par value ("Common Stock").
Item 2(e). CUSIP Number: 501242101
Item 3. If This Statement is Filed Pursuant to Rule 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 Exchange Act.
(b) [ ] Bank as defined in Section 3(a)(6) of the Exchange Act.
(c) [ ] Insurance company defined in Section 3(a)(19) of the Exchange Act.
(d) [ ] Investment company registered under Section 8 of the Investment
Company Act.
(e) [ ] An investment adviser in accordance with Rule 13d-1(b)(1)(ii)(E).
(f) [ ] An employee benefit plan or endowment fund in accordance with Rule
13d-1(b)(1)(ii)(F).
(g) [ ] A parent holding company or control person in accordance with Rule
13d-1(b)(1)(ii)(G).
(h) [ ] A savings association as defined in Section 3(b) of the Federal
Deposit Insurance Act.
(i) [ ] A church plan that is excluded from the definition of an investment
company under Section 3(c)(14) of the Investment Company Act;
(j) [ ] Group, in accordance with Rule 13d-1(b)(1)(ii)(J).
If this statement is filed pursuant to Rule 13d-1(c), check this box [x]
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:
The Reporting Persons beneficially own an aggregate of 3,084,244
shares of Common Stock consisting of (i) the Issuer's 5.25%
convertible debentures due August 15, 2006 which are convertible
into 759,602 shares of Common Stock, and (ii) 2,324,642 shares of
Common Stock held directly by Amaranth.
(b) Percent of class:
Amaranth's and Maounis' beneficial ownership of 3,084,244 of
Common Stock constitute in the aggregate 6.1% of all of the
outstanding shares of Common Stock.
(c) Number of shares as to which such person has:
Not applicable
(ii) Shared power to vote or to direct the vote
Amaranth and Maounis have the shared power to vote or direct the
vote of 3,084,244 shares of Common Stock.
(iii) Sole power to dispose or to direct the disposition of
Not applicable.
(iv) Shared power to dispose or to direct the disposition of
Amaranth and Maounis have the shared power to dispose or direct
the disposition of 3,084,244 shares of Common Stock.
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 Persons have 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 Anther 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. Certification.
By signing below the undersigned certifies that, to the best of its
knowledge and belief, the securities referred to above 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.
SIGNATURES
After reasonable inquiry and to the best of its knowledge and belief, each
of the undersigned certifies that the information with respect to it set forth
in this statement is true, complete, and correct.
Dated: December 1, 2003
AMARANTH L.L.C.
By: Amaranth Advisors L.L.C.,
as Managing Member
By: /s/ Nicholas M. Maounis
-----------------------
Nicholas M. Maounis,
President
/s/ Nicholas M. Maounis
-----------------------
Nicholas M. Maounis
EXHIBIT A
JOINT FILING AGREEMENT
The undersigned hereby agree that the statement on Schedule 13G with
respect to the Common Stock of Kulicke & Soffa Industries, Inc. dated December
1, 2003 is, and any further amendments thereto signed by each of the undersigned
shall be, filed on behalf of each of the undersigned pursuant to and in
accordance with the provisions of Rule 13d-1(k) under the Securities Exchange
Act of 1934, as amended.
Dated: December 1, 2003
AMARANTH L.L.C.
By: Amaranth Advisors L.L.C.,
as Managing Member
By: /s/ Nicholas M. Maounis
-----------------------
Nicholas M. Maounis,
President
/s/ Nicholas M. Maounis
-----------------------
Nicholas M. Maounis