13F-HR 1 m6300313f.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: June 30, 2003 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-Giammalva Capital Management,Inc. Address: 354 Pequot Avenue Southport, CT 06490 13F File Number: 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 August 13, 2003 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: 250 Form 13F Information Table Value Total: 1,116,558,902 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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- ------- 1-800-FLOWERS.COM INC CS 68243Q106 1351 161000 SH SOLE 161000 ABERCROMBIE & FITCH CS 002896207 2784 98000 SH SOLE 98000 ACETO CORP CS 004446100 4292 231600 SH SOLE 231600 ACTIVE POWER CS 00504W100 4244 2526200 SH SOLE 2526200 ADAPTEC INC COM CS 00651F108 275 34600 SH SOLE 34600 ADVENT SOFTWARE CS 007974108 7964 465200 SH SOLE 465200 AEROPOSTALE INC CS 007865108 215 10000 SH SOLE 10000 AETNA LIFE AND CASUALTY CS 008117103 20944 347900 SH SOLE 347900 AGERE SYSTEMS INC CLASS B CS 00845V209 36 15608 SH SOLE 15608 ALKERMES INC CS 01642T108 4949 466000 SH SOLE 466000 ALLOY ONLINE INC CS 019855105 1006 156000 SH SOLE 156000 ALUMINUM CORP OF CHINA LTD CS 022276109 3920 176248 SH SOLE 176248 AMERADA HESS CORP CS 023551104 1102 22400 SH SOLE 22400 AMERICAN EXPRESS COMPANY CS 025816109 253 6054 SH SOLE 6054 AMGEN INC USD.0001 COM CS 031162100 25084 380400 SH SOLE 380400 ANDREW CORPORATION CS 034425108 212 22700 SH SOLE 22700 ANN TAYLOR STORES CORP CS 036115103 18864 651600 SH SOLE 651600 APPLE COMPUTER INC COM CS 037833100 862 45200 SH SOLE 45200 ASCENTIAL SOFTWARE CORP CS 04362P207 485 29500 SH SOLE 29500 ASHLAND INC CS 044204105 7287 237500 SH SOLE 237500 AUTOBYTEL.COM INC CS 05275N106 1966 317600 SH SOLE 317600 AUTODESK INC CS 052769106 7348 454400 SH SOLE 454400 BALLARD POWER SYSTEMS IC CS 05858H104 981 72000 SH SOLE 72000 BERKSHIRE HATHAWAY INC CS 084670207 4447 1830 SH SOLE 1830 BORDERS GROUP CS 099709107 2048 116300 SH SOLE 116300 BOSTON BEER COMPANY CS 100557107 1296 90000 SH SOLE 90000 BRISTOL MYERS SQUIBB CO USD.10 CS 110122108 11267 415000 SH SOLE 415000 BRITISH PETE PLC CS 055622104 5643 134300 SH SOLE 134300 BROOKSTONE INC CS 114537103 2014 100700 SH SOLE 100700 BURBERRY GROUP PLC CS 970970QG7 410 100000 SH SOLE 100000 CABOT CORP CS 127055101 1059 36900 SH SOLE 36900 CALL APC JULY 42.50 OC 0325110GV 384 160000 SH SOLE 160000 CALL ASH JULY 30 OC 0442040GF 108 100000 SH SOLE 100000 CALL AW JULY 10 OC 0195890GB 38 100000 SH SOLE 100000 CALL BP OCT 40 OC 055622CJH 1418 450000 SH SOLE 450000 CALL CD AUG 17.50 OC 151313EHW 816 510000 SH SOLE 510000 CALL CD AUG 20 OC 151313EHD 88 250000 SH SOLE 250000 CALL CD NOV 17.50 OC 151313EKW 410 200000 SH SOLE 200000 CALL CDIS DEC 20 OC 1279140LD 280 80000 SH SOLE 80000 CALL COP JULY 55 OC 20825C0GK 160 200000 SH SOLE 200000 CALL HAL JULY 22.50 OC 4062160GX 432 360000 SH SOLE 360000 CALL IFIN JULY 27.50 OC 4619150GY 96 50000 SH SOLE 50000 CALL KMG JULY 45 OC 4923860GI 180 200000 SH SOLE 200000 CALL MRO JAN 20 OC 5658490AD 3257 505000 SH SOLE 505000 CALL NSIT AUG 10 OC 45765U0HB 100 100000 SH SOLE 100000 CALL PVN JULY 10/ OC 74406A0GB 50 250000 SH SOLE 250000 CALL RBK JULY 35 OC 7581100GG 11 50000 SH SOLE 50000 CALL SVU OCT 17.50 OC 8685360JW 430 100000 SH SOLE 100000 CALL SVU OCT 20 OC 8685360JD 240 100000 SH SOLE 100000 CALL TYC JULY 17.50 OC 9021240GT 340 200000 SH SOLE 200000 CALL TYC JULY 20 OC 9021240GD 40 200000 SH SOLE 200000 CALL TYC OCT 20 OC 9021240JD 105 100000 SH SOLE 100000 CALL UCL JULY 27.50 OC 9152890GY 228 175000 SH SOLE 175000 CALL VLO JULY 37.50 OC 91913Y0GU 180 450000 SH SOLE 450000 CAREER EDUCATION CORP CS 141665109 3524 51600 SH SOLE 51600 CAREMARK RX INC CS 141705103 18502 720500 SH SOLE 720500 CASH AMERICA INTERNATIONAL INC CS 14754D100 1477 111700 SH SOLE 111700 CASUAL MALE RETAIL GROUP INC CS 148711104 842 160700 SH SOLE 160700 CENDANT CORP CS 151313103 3160 172500 SH SOLE 172500 CERNER CORP COM CS 156782104 353 15500 SH SOLE 15500 CHICAGO PIZZA AND BREWERY CS 167889104 671 67100 SH SOLE 67100 CHIRON CORP COM CS 170040109 1351 30800 SH SOLE 30800 CHURCHILL DOWNS INC CS 171484108 1303 33900 SH SOLE 33900 CINCINNATI BELL INC CS 171871106 1743 260200 SH SOLE 260200 CLAIRES STORES INC COM CS 179584107 2021 79700 SH SOLE 79700 CNET INC CS 125945105 707 118800 SH SOLE 118800 COMCAST CORP CL A SPL CS 200300200 16832 580600 SH SOLE 580600 CONCENTRA CORP. 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