13F-HR 1 m9300513f.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: September 30, 2005 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 November 15, 2005 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: 198 Form 13F Information Table Value Total: 1,304,796,694 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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- ------- 3COM CORP COM CS 885535104 3876 950000 SH SOLE 950000 AAR CORP CS 000361105 6729 391700 SH SOLE 391700 ABERCROMBIE & FITCH CS 002896207 8220 164900 SH SOLE 164900 ACTIVE POWER CS 00504W100 13271 3213230 SH SOLE 3213230 ADVENT SOFTWARE CS 007974108 14917 553700 SH SOLE 553700 AFCE ENTERPRISES INC CS 00104Q107 866 75000 SH SOLE 75000 AKAMAI TECHNOLOGIES INC CS 00971T101 5482 343700 SH SOLE 343700 ALCOA INC CALL 013817901 16 3125 SH CALL SOLE 3125 ALEXION PHARMACEUTICALS INC CS 015351109 9926 359000 SH SOLE 359000 AMERICAN EXPRESS COMPANY CS 025816109 348 6054 SH SOLE 6054 AMERICAN INTERNATIONAL GROUP CS 026874107 15294 246835 SH SOLE 246835 AMERISOURCEBERGEN CORP CS 03073E105 8070 104400 SH SOLE 104400 AMGEN INC USD.0001 COM CS 031162100 21292 267250 SH SOLE 267250 ANHEUSER BUSCH COS INC COM CS 035229103 3938 91500 SH SOLE 91500 APPLE COMPUTER INC COM CS 037833100 7495 139800 SH SOLE 139800 APPLEBEES INTER INC CS 037899101 27900 1348460 SH SOLE 1348460 ARRAY BIOPHARMA INC CS 04269X105 160 22300 SH SOLE 22300 ASHLAND INC CS 044209104 7717 139700 SH SOLE 139700 ASTEC INDUSTRIES CS 046224101 534 18800 SH SOLE 18800 ATLAS AIR WORLDWIDE HOLDINGS CS 049164205 2589 80900 SH SOLE 80900 AUTOMATIC DATA PROCESSING CS 053015103 20091 466800 SH SOLE 466800 BANK OF NEW YORK CO INC CS 064057102 6250 212500 SH SOLE 212500 BJ'S RESTAURANTS INC CS 09180C106 243 11900 SH SOLE 11900 BOB EVANS FARMS INC CS 096761101 28969 1275600 SH SOLE 1275600 BOEING CO. CS 097023105 7359 108300 SH SOLE 108300 BRIGGS AND STRATTON CORP CS 109043109 4217 121900 SH SOLE 121900 BRINKER INTERNATIONAL CS 109641100 3534 94100 SH SOLE 94100 BRISTOL MYERS SQUIBB CO CS 110122108 8967 372700 SH SOLE 372700 BUCA INC CS 117769109 416 68500 SH SOLE 68500 CABOT CORP CS 127055101 21301 645300 SH SOLE 645300 CAL DIVE INTERNATIONAL CS 127914109 9518 150100 SH SOLE 150100 CARDINAL HEALTH INC. CS 14149Y108 15378 242400 SH SOLE 242400 CAREMARK RX INC CS 141705103 16432 329100 SH SOLE 329100 CASH SYSTEMS INC CS 14756B102 4268 621200 SH SOLE 621200 CBRL GROUP CS 12489V106 3955 117500 SH SOLE 117500 CELADON GROUP INC CS 150838100 18323 821671 SH SOLE 821671 CEMEX SA DE CV CS 151290889 14383 275000 SH SOLE 275000 CHAMPION ENTERPRISES INC CS 158496109 8042 544100 SH SOLE 544100 CHARLES RIVER LABORATORIES CS 159864107 27084 620900 SH SOLE 620900 CHICAGO BRIDGE & IRON CO CS 167250109 13854 445600 SH SOLE 445600 CITI TRENDS INC CS 17306X102 393 18000 SH SOLE 18000 COOPER CAMERON CORP. CS 216640102 858 11600 SH SOLE 11600 COST-U-LESS INC CS 221492101 71 11600 SH SOLE 11600 CPI AEROSTRUCTURES INC CS 125919308 166 16700 SH SOLE 16700 CRESCENT REAL ESTATE EQUITY'S CS 225756105 24023 1171300 SH SOLE 1171300 CROWN CASTLE INTERNATIONAL CS 228227104 31874 1294100 SH SOLE 1294100 CTRIP.COM INTERNATIONAL LTD CS 22943F100 2518 39300 SH SOLE 39300 DAVE AND BUSTERS INC CS 23833N104 374 28000 SH SOLE 28000 DENNYS CORP CS 24869P104 2737 659400 SH SOLE 659400 DEVON ENERGY CORP NEW CS 25179M103 3728 54312 SH SOLE 54312 DIAMOND FOODS INC CS 252603105 715 41800 SH SOLE 41800 DIAMOND OFFSHORE CS 25271C102 6591 107600 SH SOLE 107600 DIANA SHIPPING INC CS Y2066G104 11359 688400 SH SOLE 688400 DIGITAS INC CS 25388K104 5430 478000 SH SOLE 478000 DISCOVERY HOLDING CO CS 25468Y107 464 32131 SH SOLE 32131 EBAY INC CS 278642103 14375 348900 SH SOLE 348900 ECHO STAR COMMUNICAT CS 278762109 6872 232400 SH SOLE 232400 ECOLAB INC CS 278865100 3235 101300 SH SOLE 101300 ECVI CAREER COLLEGES CS 26926P100 905 141900 SH SOLE 141900 EDDIE BAUER HOLDINGS INC CS 071625107 540 21800 SH SOLE 21800 ELECTRONIC DATA SYS CALL 285661904 420 12000 SH CALL SOLE 12000 ELECTRONIC DATA SYS CS 285661104 12378 551600 SH SOLE 551600 EMCOR GROUP INC CS 29084Q100 23222 391600 SH SOLE 391600 ENCYSIVE PHARMACEUTICALS INC CS 29256X107 6775 575100 SH SOLE 575100 ENSCO INTERNATIONAL INC CS 26874Q100 26180 561933 SH SOLE 561933 EOG RESOURCES INC CS 26875P101 4434 59200 SH SOLE 59200 ESSEX CORP CS 296744105 570 26300 SH SOLE 26300 FIRSTSERVICE CORP CS 33761N109 473 20600 SH SOLE 20600 FLORIDA EAST COAST INDUSTRIES CS 340632108 281 6200 SH SOLE 6200 FOREST LABS INC COM CS 345838106 9914 254400 SH SOLE 254400 FOSTER WHEELER LTD CS G36535139 33333 1079100 SH SOLE 1079100 FOX & HOUND RESTAURANT GROUP CS 351321104 344 33800 SH SOLE 33800 FREDDIE MAC CS 313400301 10185 180400 SH SOLE 180400 FRESH CHOICE INC CS 358032100 0 11700 SH SOLE 11700 FUEL TECH NV CS 359523107 425 45900 SH SOLE 45900 GAP INC COM CALL 364760908 1 250 SH CALL SOLE 250 GAP INC COM CS 364760108 4358 250000 SH SOLE 250000 GAYLORD ENTERTAINMENT CO CS 367905106 26946 565500 SH SOLE 565500 GENCORP INC CS 368682100 2285 122500 SH SOLE 122500 GENZYME CORP COM CS 372917104 27015 377100 SH SOLE 377100 GLENCAIRN GOLD CORP CS 377903109 54 123400 SH SOLE 123400 GLOBAL SANTAFE CORP CS G3930E101 6696 146787 SH SOLE 146787 GOODRICH B F CO COM CS 382388106 12131 273600 SH SOLE 273600 GOOGLE INC CS 38259P508 7247 22900 SH SOLE 22900 GRANITE CITY FOOD & BREWERY CS 38724Q107 511 98500 SH SOLE 98500 GRANITE CONSTRUCTION INC CS 387328107 24019 628100 SH SOLE 628100 HALLIBURTON CO CS 406216101 25078 366000 SH SOLE 366000 HARRAHS ENTERTAINMENT INC CS 413619107 2282 35000 SH SOLE 35000 HAWK CORP CL A CS 420089104 488 39000 SH SOLE 39000 HERMAN MILLER INC CS 600544100 6590 217500 SH SOLE 217500 HEWLETT PACKARD CO CS 428236103 2594 88822 SH SOLE 88822 HOMEX DEVELOPMENT CORP CS 25030W100 11682 380400 SH SOLE 380400 HONEYWELL INC. CS 438506107 12148 323948 SH SOLE 323948 HUNT J B TRANS SVCS INC COM CS 445658107 3327 175000 SH SOLE 175000 ICON PLC ADS CS 45103T107 8940 178800 SH SOLE 178800 IFLOW CORP CS 449520303 4169 304100 SH SOLE 304100 INFORMATICA CORP CS 45666Q102 287 23900 SH SOLE 23900 INTEL CORP COM CS 458140100 6725 272800 SH SOLE 272800 INTERFACE INC CS 458665106 937 113400 SH SOLE 113400 INTERNATIONAL GAME TECH. CS 459902102 11902 440800 SH SOLE 440800 INTEROIL CORP CS 460951106 3845 165000 SH SOLE 165000 ISHARES RUSSELL 2000 PUT 464287955 4320 68250 SH PUT SOLE 68250 JLG INDUSTRIES INC CS 466210101 10000 273300 SH SOLE 273300 JOY GLOBAL INC CS 481165108 7894 156449 SH SOLE 156449 KANSAS CITY SOUTHN INDS INC. CS 485170104 7876 337900 SH SOLE 337900 KERYX BIOPHARMACEUTICALS INC CS 492515101 4679 296900 SH SOLE 296900 KIRBY EXPL CO COM CS 497266106 6179 125000 SH SOLE 125000 KNOLL INC CS 498904200 4076 222100 SH SOLE 222100 KONA GRILL INC CS 50047H201 1214 107900 SH SOLE 107900 LAM RESEARCH CORP CS 512807108 704 23100 SH SOLE 23100 LANDRY'S RESTAURANTS INC CS 51508L103 6874 234600 SH SOLE 234600 LEVEL 3 COMM INC. CS 52729N100 133 57400 SH SOLE 57400 LIVEPERSON INC CS 538146101 287 76000 SH SOLE 76000 LSI LOGIC CORP COM CS 502161102 230 23400 SH SOLE 23400 LUCENT TECHNOLOGIES CS 549463107 192 59000 SH SOLE 59000 MACROMEDIA CS 556100105 281 6900 SH SOLE 6900 MANITOWOC CS 563571108 15939 317200 SH SOLE 317200 MATTEL INC COM CS 577081102 303 18192 SH SOLE 18192 MICROSOFT CORP COM CS 594918104 19725 766600 SH SOLE 766600 MIDAS INC CS 595626102 471 23700 SH SOLE 23700 MOLSON COORS BREWING CO CS 60871R209 3201 50000 SH SOLE 50000 MOTIENT CORP CS 619908304 4939 243900 SH SOLE 243900 MYRIAD GENETICS CS 62855J104 11461 524300 SH SOLE 524300 NABORS INDUSTRIES LTD CS G6359F103 11557 160900 SH SOLE 160900 NATCO GROUP CS 63227W203 246 9700 SH SOLE 9700 NATIONAL OILWELL VARCO INC CS 637071101 441 6700 SH SOLE 6700 NAUTILUS INC CS 63910B102 13769 623900 SH SOLE 623900 NBTY INC CS 628782104 1391 59200 SH SOLE 59200 NEIMAN MARCUS GROUP CS 640204202 5247 52500 SH SOLE 52500 NETSMART TECHNOLOGIES CS 64114W306 8935 731150 SH SOLE 731150 NOBILITY HOMES INC. CS 654892108 731 28000 SH SOLE 28000 NOBLE CORP CS G65422100 6394 93400 SH SOLE 93400 NOVA CHEMICALS CORP CS 66977W109 2293 62300 SH SOLE 62300 NOVELL INC COM CS 670006105 13975 1875900 SH SOLE 1875900 OREGON STEEL MILLS INC CS 686079104 377 13500 SH SOLE 13500 OSCIENT PHARMACEUTICALS CORP CS 68812R105 3447 1625800 SH SOLE 1625800 OUTBACK STEAKHOUSE INC CS 689899102 14497 396100 SH SOLE 396100 OWENS ILLINOIS INC CS 690768403 12143 588900 SH SOLE 588900 PAPA JOHNS INTL COM CS 698813102 14951 298300 SH SOLE 298300 PATHMARK STORES INC CS 70322A101 210 18600 SH SOLE 18600 PINNACLE ENTERTAINMENT INC CS 723456109 10631 580000 SH SOLE 580000 PIONEER COMPANIES INC CS 723643300 570 23700 SH SOLE 23700 PLAYTEX PRODUCTS INC CS 72813P100 12740 1158200 SH SOLE 1158200 PMC SIERRA INC CS 69344F106 486 55200 SH SOLE 55200 PRECISION CASTPARTS CS 740189105 6606 124400 SH SOLE 124400 PRIMEDIA INC CS 74157K101 2908 710900 SH SOLE 710900 QSGI INC. CS 37380P100 141 80500 SH SOLE 80500 QUALCOMM INC CS 747525103 4296 96000 SH SOLE 96000 REFCO CS 75866G109 1462 51700 SH SOLE 51700 REGEN BIOLOGICS INC CS 75884M104 60 80800 SH SOLE 80800 RENOVIS INC CS 759885106 3400 251280 SH SOLE 251280 RETAIL HOLDRS TR CALL 76127U901 70 1000 SH CALL SOLE 1000 ROCKY SHOES AND BOOTS INC. CS 774830103 1722 60200 SH SOLE 60200 RUBIO'S RESTAURANTS INC CS 78116B102 995 107100 SH SOLE 107100 RUSH ENTERPRISES CLASSA CS 781846209 153 10000 SH SOLE 10000 RUTH'S CHRIS STEAK HOUSE INC CS 783332109 2500 136000 SH SOLE 136000 RYAN'S FAMILY STEAK HOUSE CS 783519101 229 19600 SH SOLE 19600 SBA COMMUICATIONS CORP CS 78388J106 1146 74300 SH SOLE 74300 SCP POOL CORP CS 784028102 4901 140300 SH SOLE 140300 SHERWIN WILLIAMS CO. CS 824348106 7329 166300 SH SOLE 166300 SILICON GRAPHICS INC COM CS 827056102 16 20000 SH SOLE 20000 SIRIUS SATELLITE RADIO INC CS 82966U103 8502 1300000 SH SOLE 1300000 SOURCE INTERLINK INC CS 836151209 407 36800 SH SOLE 36800 SPDR TR PUT 78462F953 2260 33400 SH PUT SOLE 33400 SPECTRANETICS CORP CS 84760C107 212 22500 SH SOLE 22500 SPECTRUM BRANDS INC CS 84762L105 3224 136900 SH SOLE 136900 SRS LABS INC CS 78464M106 548 85600 SH SOLE 85600 ST JOE CO CS 790148100 17773 284600 SH SOLE 284600 STAGE STORE NEW CS 85254C305 8805 327700 SH SOLE 327700 STANDARD PARKING CORP CS 853790103 255 13400 SH SOLE 13400 STEVE MADDEN LTD CS 556269108 591 25800 SH SOLE 25800 SULPHCO INC CS 865378103 230 55400 SH SOLE 55400 SYMANTEC CORP COM CS 871503108 4704 207600 SH SOLE 207600 TASKER CAPITAL CP CS 87652D109 93 38900 SH SOLE 38900 TENNANT CO CS 880345103 1254 30600 SH SOLE 30600 TEREX CORP CS 880779103 16668 337200 SH SOLE 337200 TEXAS MERIDIAN RESOURCES LTD CS 882545106 82 19548 SH SOLE 19548 THOR INDS INC COM CS 885160101 3774 111000 SH SOLE 111000 TIFFANY & CO CS 886547108 8149 204900 SH SOLE 204900 TITAN PHARMACEUTICALS CS 888314101 153 86700 SH SOLE 86700 TRAMMELL CROW CO CS 89288R106 4869 197300 SH SOLE 197300 TRANSOCEAN INC. CS G90078109 13476 219800 SH SOLE 219800 TRINITY INDUSTRIES CS 896522109 2223 54900 SH SOLE 54900 UNITED RENTALS INC CS 911363109 10846 550300 SH SOLE 550300 VICOR CORP CS 925815102 7096 468400 SH SOLE 468400 VIVUS INC CS 928551100 60 16600 SH SOLE 16600 WABTEC CS 919740108 12104 443700 SH SOLE 443700 WALTER INDUSTRIES INC CS 93317Q105 10156 207600 SH SOLE 207600 WASHINGTON GROUP INTL CS 938862208 9156 169900 SH SOLE 169900 WESTERN DIGITAL CORP COM CS 958102105 618 47800 SH SOLE 47800 WILLAMETTE VALLEY VINYARDS CS 969136100 232 46140 SH SOLE 46140 WILLIAMS SCOTSMAN INTL CS 96950G102 10653 665800 SH SOLE 665800 WINNEBAGO INDUSTRIES CS 974637100 9244 319100 SH SOLE 319100 WORLD AIR HOLDINGS INC CS 98142V104 392 37000 SH SOLE 37000 WPT ENTERPRISES INC CS 98211W108 181 20500 SH SOLE 20500 XTO ENERGY INC CS 98385X106 1122 24763 SH SOLE 24763 YAHOO INC CALL 984332906 315 4500 SH CALL SOLE 4500 ZIMMER HOLDINGS INC CS 98956P102 792 11500 SH SOLE 11500