-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, UGgOSkWH1Fh5SqGFEM8qhQPtilGesYV2rTpYhtRMGNakwswGQMV9nN4xKcegwEMQ EQ5zKqDuEOunyQy36oVxbA== 0000906305-08-000023.txt : 20080515 0000906305-08-000023.hdr.sgml : 20080515 20080515161802 ACCESSION NUMBER: 0000906305-08-000023 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080331 FILED AS OF DATE: 20080515 DATE AS OF CHANGE: 20080515 EFFECTIVENESS DATE: 20080515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: DAWSON HERMAN CAPITAL MANAGEMENT INC /CT CENTRAL INDEX KEY: 0000906305 IRS NUMBER: 061033494 STATE OF INCORPORATION: CT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-03914 FILM NUMBER: 08837921 BUSINESS ADDRESS: STREET 1: 354 PEQUOT AVE CITY: SOUTHPORT STATE: CT ZIP: 06890 BUSINESS PHONE: 2032540091 MAIL ADDRESS: STREET 1: 354 PEQUOT AVE CITY: SOUTHPORT STATE: CT ZIP: 06490 FORMER COMPANY: FORMER CONFORMED NAME: DAWSON GIAMMALVA CAPITAL MANAGEMENT INC /CT DATE OF NAME CHANGE: 20010214 FORMER COMPANY: FORMER CONFORMED NAME: DAWSON SAMBERG CAPITAL MANAGEMENT INC /CT DATE OF NAME CHANGE: 19960924 13F-HR 1 m03310813f.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2008 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Dawson-Herman Capital Management Inc. Address: 354 Pequot Avenue Southport, CT 06890 13F File Number: 028-03914 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Thomas S. Galvin Title: CFO Phone: (203) 254-0091 Signature, Place, and Date of Signing: Thomas S. Galvin Southport, CT May 15, 2008 Report Type (Check only one.): [X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. List of Other Managers Reporting for this Manager: I AM SIGNING THIS REPORT AS REQUIRED BY THE SECURITIES EXCHANGE ACT OF 1934. Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 92 Form 13F Information Table Value Total: 2,742,811,302 List of Other Included Managers: FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE - ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- ------- ABB LTD CS 000375204 123345 4581900 SH SOLE 4581900 ACTIVE POWER CS 00504W100 4192 2253700 SH SOLE 2253700 ADVENT SOFTWARE CS 007974108 9760 229000 SH SOLE 229000 AGCO CORP. CS 001084102 83988 1402600 SH SOLE 1402600 ALCATEL LUCENT CS 013904305 66 11516 SH SOLE 11516 ALCOA INC. CS 013817101 16115 446900 SH SOLE 446900 ALPHA NATURAL RESOURCES INC CS 02076X102 16433 378300 SH SOLE 378300 AMAG PHARMACEUTICALS INC CS 00163U106 26639 658900 SH SOLE 658900 AMERICAN EXPRESS COMPANY CS 025816109 265 6054 SH SOLE 6054 ARACRUZ CELULOSE CS 038496204 37461 548800 SH SOLE 548800 ARCH COAL INC CS 039380100 80375 1847700 SH SOLE 1847700 ASML HOLDINGS NV CS N07059186 16610 669500 SH SOLE 669500 BEST BUY INC COM CS 086516101 2998 72300 SH SOLE 72300 BRISTOL MYERS SQUIBB CO CS 110122108 7747 363700 SH SOLE 363700 CALPINE CORP CS 131347304 2268 123111 SH SOLE 123111 CAMECO CORP CS 13321L108 30483 925400 SH SOLE 925400 CF INDUSTRIES HOLDINGS INC CS 125269100 149650 1444223 SH SOLE 1444223 CHICAGO BRIDGE & IRON COMPANY CS 167250109 7338 187000 SH SOLE 187000 CIENA CORPORATION CS 171779309 86299 2799192 SH SOLE 2799192 CLINICAL DATA INC CS 18725U109 804 43350 SH SOLE 43350 COMPANHIA SIDERURGICA NACIONAL CS 20440W105 53805 1495000 SH SOLE 1495000 CONTINENTAL RESOURCES INC CS 212015101 24618 771981 SH SOLE 771981 CREE INC CS 225447101 56870 2033968 SH SOLE 2033968 CROWN CASTLE INTERNATIONAL CORP CS 228227104 18146 526133 SH SOLE 526133 CSX CORP CS 126408103 22108 394300 SH SOLE 394300 DECKERS OUTDOOR CORP. CS 243537107 16852 156300 SH SOLE 156300 DOLBY LABORATORIES INC CS 25659T107 62171 1714600 SH SOLE 1714600 EDGAR ONLINE INC CS 279765101 2075 840020 SH SOLE 840020 EMCOR GROUP INC CS 29084Q100 14437 650000 SH SOLE 650000 ENERNOC INC CS 292764107 286 25100 SH SOLE 25100 FEDERAL HOME LN MTG CORP CS 313400301 8313 328300 SH SOLE 328300 FEDERAL NATL MTG ASSN CS 313586109 7746 294300 SH SOLE 294300 FIBERTOWER CORP CS 31567R100 62 35200 SH SOLE 35200 FOSTER LB CO CS 350060109 1542 35800 SH SOLE 35800 FOSTER WHEELER LTD CS G36535139 95386 1684676 SH SOLE 1684676 GENERAL CABLE CORP CS 369300108 23469 397300 SH SOLE 397300 GENTIUM SPA CS 37250B104 4478 697542 SH SOLE 697542 GEO GROUP INC CS 36159R103 34748 1221800 SH SOLE 1221800 GOLDMAN SACHS GROUP INC CS 38141G104 547 3125 SH CALL SOLE 3125 GOODRICH PETROLEUM CORP. CS 382410405 39106 1300051 SH SOLE 1300051 GOOGLE INC CS 38259P508 275 1250 SH CALL SOLE 1250 GUESS INC CS 401617105 8843 218500 SH SOLE 218500 HONEYWELL INTERNATIONAL INC. CS 438516106 564 10000 SH SOLE 10000 INTEL CORP COM CS 458140100 5507 260000 SH SOLE 260000 INTERFACE INC CS 458665106 790 56200 SH SOLE 56200 INTERNATIONAL GAME TECH. CS 459902102 15674 389800 SH SOLE 389800 ISHARES TR RUSSELL 2000 CS 464287655 10714 95300 SH PUT SOLE 95300 JAZZ TECH INC WARRANTS WT 47214E110 19 1379100 SH SOLE 1379100 JP MORGAN CHASE & CO CS 46625H100 14448 336400 SH SOLE 336400 KLA-TENCOR CORP CS 482480100 15578 419900 SH SOLE 419900 LANDEC CORP CS 514766104 157 18600 SH SOLE 18600 LIBERTY GLOBAL INC. CS 530555101 6690 196300 SH SOLE 196300 LINDSAY CORPORATION CS 535555106 1537 15000 SH SOLE 15000 MANITOWOC CS 563571108 60519 1483300 SH SOLE 1483300 MEMC ELECTRONIC MATE CS 552715104 63016 888800 SH SOLE 888800 MICRON TECHNOLOGY INC COM CS 595112103 31372 5255009 SH SOLE 5255009 MICROSOFT CORP COM CS 594918104 4927 173600 SH SOLE 173600 MONSANTO CO CS 61166W101 122237 1096300 SH SOLE 1096300 MOSAIC CO CS 61945A107 149817 1460200 SH SOLE 1460200 MYRIAD GENETICS CS 62855J104 5355 132900 SH SOLE 132900 NOBILITY HOMES INC. CS 654892108 438 25006 SH SOLE 25006 NORTHERN TRUST CORPORATION CS 665859104 299 4500 SH SOLE 4500 OCEANEERING INTL INC COM CS 675232102 9362 148600 SH SOLE 148600 ORACLE CORP CS 68389X105 12309 629300 SH SOLE 629300 PIKE ELECTRIC CORP CS 721283109 7418 532500 SH SOLE 532500 PINNACLE ENTERTAINMENT INC CS 723456109 30789 2405400 SH SOLE 2405400 PMC SIERRA INC CS 69344F106 153 26800 SH SOLE 26800 POTASH CS 73755L107 183970 1185300 SH SOLE 1185300 POWELL INDUSTRIES INC CS 739128106 902 22900 SH SOLE 22900 QUALCOMM INC CS 747525103 16822 410300 SH SOLE 410300 QUANTA SERVICES INC. CS 74762E102 73141 3156700 SH SOLE 3156700 RETAIL HOLDRS TRUST CS 76127U101 1581 14375 SH CALL SOLE 14375 RUSH ENTERPRISES CLASS B CS 781846308 162 10950 SH SOLE 10950 RUSH ENTERPRISES CLASS A CS 781846209 178 11250 SH SOLE 11250 SANDISK CORP CS 80004C101 17070 756300 SH SOLE 756300 SBA COMMUNICATIONS CORP CS 78388J106 1662 55700 SH SOLE 55700 SIRIUS SATELLITE RADIO INC CS 82966U103 11440 4000000 SH SOLE 4000000 SPDR S&P DEP RCPT CS 78462F103 8754 41100 SH PUT SOLE 41100 SYCAMORE NETWORKS INC CS 871206108 14444 3946500 SH SOLE 3946500 TEREX CORP CS 880779103 41925 670800 SH SOLE 670800 TERRA INDUSTRIES INC CS 880915103 156598 4407495 SH SOLE 4407495 TITAN INTERNATIONAL CS 88830M102 120236 3928000 SH SOLE 3928000 TITAN PHARMACEUTICALS CS 888314101 253 166400 SH SOLE 166400 TJX COS INC NEW COM CS 872540109 65773 1988900 SH SOLE 1988900 URANIUM RESOURCES INC CS 916901507 224 37400 SH SOLE 37400 URBAN OUTFITTERS INC COM CS 917047102 14082 449200 SH SOLE 449200 US AIRWAYS GROUP INC CS 90341W108 3083 346000 SH SOLE 346000 VALMONT INDUSTRIES INC CS 920253101 97102 1104813 SH SOLE 1104813 WHOLE FOODS MARKET INC. CS 966837106 14899 451900 SH SOLE 451900 WIDEPOINT CORP CS 967590100 433 343600 SH SOLE 343600 WILLBROS GROUP INC. CS 969199108 119697 3911677 SH SOLE 3911677 ZIMMER HOLDINGS INC CS 98956P102 9974 128100 SH SOLE 128100
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