13F-HR/A 1 m3310713famd.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, 2007 Check here if Amendment [x]; Amendment Number:1 This Amendment (Check only one.): [x] 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 January 11, 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: 130 Form 13F Information Table Value Total: 1,721,956,016 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 21941 1277100 SH SOLE 1277100 ACTIVE POWER CS 00504W100 4617 2379700 SH SOLE 2379700 AMAG PHARMACEUTICALS INC CS 00163U106 16460 273100 SH SOLE 273100 ADVENT SOFTWARE CS 007974108 12679 363600 SH SOLE 363600 AFFYMETRIX INC CS 00826T108 26143 869400 SH SOLE 869400 ALCAN INC CS 013716105 22618 433300 SH SOLE 433300 ALCATEL LUCENT CS 013904305 136 11516 SH SOLE 11516 ALCOA INC. CS 013817101 13031 384400 SH SOLE 384400 AMERICAN EXPRESS COMPANY CS 025816109 341 6054 SH SOLE 6054 AMERICAN INTL GROUP INC CS 026874107 20296 301935 SH SOLE 301935 AMETEK INC CS 031100100 9170 265500 SH SOLE 265500 ARROW INTERNATIONAL INC CS 042764100 19251 598600 SH SOLE 598600 ASSISTED LIVING CONCEPTS INC CS 04544X102 8850 750000 SH SOLE 750000 AUTOMATIC DATA PROCESSING CS 053015103 15989 330350 SH SOLE 330350 BALDOR ELECTRIC CO CS 057741100 6091 161400 SH SOLE 161400 BANK OF NEW YORK CO INC CS 064057102 24334 600100 SH SOLE 600100 BIOMET INC CS 090613100 11336 266800 SH SOLE 266800 BLOCKBUSTER INC. CS 093679108 31932 4958400 SH SOLE 4958400 BRISTOL MYERS SQUIBB CO CS 110122108 10096 363700 SH SOLE 363700 CAMERON INTERNATIONAL CORP. CS 13342B105 1457 23200 SH SOLE 23200 CARRIER ACCESS CORPORATION CS 144460102 5331 1043200 SH SOLE 1043200 CENTURY ALUMINUM CO CS 156431108 20215 431200 SH SOLE 431200 CF INDUSTRIES HOLDINGS INC CS 125269100 76815 1992600 SH SOLE 1992600 CHARTER COMMUNICATIONS CS 16117M107 11831 4240500 SH SOLE 4240500 CHICO'S FAS INC CALL 168615902 620 4000 SH CALL SOLE 4000 CIENA CORPORATION CS 171779101 34781 1244392 SH SOLE 1244392 CLINICAL DATA INC CS 18725U109 801 38600 SH SOLE 38600 COGENT COMMUNICATIONS GROUP INC CS 19239V302 6694 283300 SH SOLE 283300 COMCAST CORP CS 20030N101 8139 313650 SH SOLE 313650 COMPANHIA VALE DO RIO DOCE CS 204412209 21791 589100 SH SOLE 589100 CON-WAY INC CALL 205944901 300 2000 SH CALL SOLE 2000 CROCS INC CS 227046109 11987 253700 SH SOLE 253700 CROSS COUNTRY INC CS 22748P108 32468 1780995 SH SOLE 1780995 CROWN CASTLE INTERNATIONAL CORP CS 228227104 25053 779733 SH SOLE 779733 DEVON ENERGY CORP NEW CS 25179M103 3353 48436 SH SOLE 48436 DIANA SHIPPING INC CS Y2066G104 18557 1053800 SH SOLE 1053800 DOLLAR THRIFTY AUTO GROUP CS 256743105 13235 259300 SH SOLE 259300 DYADIC INTERNATIONAL INC CS 26745T101 731 115700 SH SOLE 115700 ECOLAB INC CS 278865100 9163 213100 SH SOLE 213100 EDGAR ONLINE INC CS 279765101 1863 685100 SH SOLE 685100 EMCOR GROUP INC CS 29084Q100 23580 399800 SH SOLE 399800 EVERLAST WORLDWIDE INC CS 300355104 598 29800 SH SOLE 29800 EXIDE TECHNOLOGIES CS 302051206 499 57300 SH SOLE 57300 FIBERTOWER CORP CS 31567R100 243 46900 SH SOLE 46900 FINISAR CS 31787A101 26677 7621900 SH SOLE 7621900 FOSTER LB CO CS 350060109 985 47800 SH SOLE 47800 FOSTER WHEELER LTD CS G36535139 95748 1639800 SH SOLE 1639800 GENCO SHIPPING & TRADING LTD CS Y2685T107 1837 57800 SH SOLE 57800 GENERAL MOTORS CORP CS 370442105 17888 583800 SH SOLE 583800 GENTIUM SPA CS 37250B104 11146 557292 SH SOLE 557292 GLOBAL CROSSING LTD CS G3921A175 7681 279300 SH SOLE 279300 GLOBAL SANTAFE CORP CS G3930E101 301 4887 SH SOLE 4887 GREAT ATLANTIC & PAC TEA INC CS 390064103 29129 877900 SH SOLE 877900 HEWLETT PACKARD CO CS 428236103 3565 88822 SH SOLE 88822 HONEYWELL INTERNATIONAL INC. CS 438506107 507 11000 SH SOLE 11000 HOUSTON WIRE & CABLE CO CS 44244K109 16903 603234 SH SOLE 603234 INTEL CORP COM CS 458140100 5219 272800 SH SOLE 272800 INTERCONTINENTAL EXCHANGE INC CS 45865V100 12184 99700 SH SOLE 99700 INTERFACE INC CS 458665106 1199 75000 SH SOLE 75000 INTERNATIONAL GAME TECH. CS 459902102 8032 198900 SH SOLE 198900 ISHARES TRUST RUSSELL 2000 PUT 464287955 10548 99340 SH PUT SOLE 99340 JAZZ TECH INC WT 47214E110 1155 1500000 SH SOLE 1500000 JDS UNIPHASE CS 46612J101 19843 1302900 SH SOLE 1302900 JOY GLOBAL INC CALL 481165908 413 2500 SH CALL SOLE 2500 KAISER ALUMINUM CORP CS 483007704 8135 104300 SH SOLE 104300 KERYX BIOPHARMACEUTICALS INC CS 492515101 6931 658800 SH SOLE 658800 KINETIC CONCEPTS INC CS 49460W208 17567 346900 SH SOLE 346900 LAM RESEARCH CORP CS 512807108 1094 23100 SH SOLE 23100 LANDEC CORP CS 514766104 352 24800 SH SOLE 24800 LEVEL 3 COMM INC. CS 52729N100 40107 6574900 SH SOLE 6574900 LIBERTY GLOBAL INC. CS 530719103 7050 214100 SH SOLE 214100 LIFEPOINT HOSPITALS INC CS 53219L109 27507 719700 SH SOLE 719700 LINDSAY CORPORATION CS 535555106 636 20000 SH SOLE 20000 LSI CORP CS 502161102 244 23400 SH SOLE 23400 MANITOWOC CS 563571108 31377 493900 SH SOLE 493900 MATTEL INC COM CS 577081102 502 18192 SH SOLE 18192 MEDICAL STAFFING NETWORK HLDG CS 58463F104 261 41100 SH SOLE 41100 MICROSOFT CORP COM CS 594918104 19632 704400 SH SOLE 704400 MRV COMMUNICATIONS CS 553477100 9496 2674800 SH SOLE 2674800 MYRIAD GENETICS CS 62855J104 21713 630100 SH SOLE 630100 NATIONAL OILWELL VARCO INC CS 637071101 521 6700 SH SOLE 6700 NETSMART TECHNOLOGIES CS 64114W306 11758 715203 SH SOLE 715203 NEW FRONTIER MEDIA INC CS 644398109 531 59000 SH SOLE 59000 NOBILITY HOMES INC. CS 654892108 789 33000 SH SOLE 33000 OAKLEY CS 673662102 5472 271700 SH SOLE 271700 OPNEXT INC CS 68375V105 296 20000 SH SOLE 20000 ORCHID BIOSCIENCES INC CS 68571P506 1291 206600 SH SOLE 206600 PIKE ELECTRIC CORP CS 721283109 5523 305500 SH SOLE 305500 PINNACLE ENTERTAINMENT INC CS 723456109 23044 792700 SH SOLE 792700 PLAYTEX PRODUCTS INC CS 72813P100 6577 484700 SH SOLE 484700 PLUG POWER INC CS 72919P103 4420 1398600 SH SOLE 1398600 PMC SIERRA INC CS 69344F106 188 26800 SH SOLE 26800 POTASH CORP SASK INC CS 73755L107 70673 441900 SH SOLE 441900 PREMIER EXHIBITIONS INC CS 74051E102 981 82800 SH SOLE 82800 QUALCOMM INC CS 747525103 19986 468500 SH SOLE 468500 QUANTA SERVICES INC. CS 74762E102 11021 437000 SH SOLE 437000 RANGE RESOURCES CORP CS 75281A109 5010 150000 SH SOLE 150000 RELIANCE STEEL & ALUMINIUM CO. CS 759509102 14520 300000 SH SOLE 300000 RELIANT ENERGY INC CS 75952B105 14427 710000 SH SOLE 710000 RUSH ENTERPRISES CLASSA CS 781846209 192 10000 SH SOLE 10000 SANDERSON FARMS INC CS 800013104 12845 346600 SH SOLE 346600 SBA COMMUICATIONS CORP CS 78388J106 2196 74300 SH SOLE 74300 SCHLUMBERGER LTD CS 806857108 3123 45200 SH SOLE 45200 SINOFERT HOLDINGS LTD CS 573932G20 14684 26561000 SH SOLE 26561000 SMITH INTERNATIONAL CS 832110100 3258 67800 SH SOLE 67800 SOLUTIA INC CS 834376105 466 684200 SH SOLE 684200 SPDR TRUST PUT 78462F953 9076 57055 SH PUT SOLE 57055 STRYKER CORP CS 863667101 6082 91700 SH SOLE 91700 SUN HEALTHCARE GROUP INC CS 866933401 14277 1156000 SH SOLE 1156000 SUN MICROSYSTEMS INC CS 866810104 10623 1767500 SH SOLE 1767500 SYCAMORE NETWORKS INC CS 871206108 19495 5212600 SH SOLE 5212600 TECK COMINCO LTD CS 878742204 11735 168600 SH SOLE 168600 TELLABS INC COM CS 879664100 9381 947600 SH SOLE 947600 TEREX CORP CS 880779103 23078 321600 SH SOLE 321600 TERRA INDUSTRIES INC CALL 880915903 273 4200 SH CALL SOLE 4200 TERRA INDUSTRIES INC CS 880915103 96450 5511400 SH SOLE 5511400 TERREMARK WORLDWIDE INC CS 881448203 1263 156700 SH SOLE 156700 THE GEO GROUP INC CS 36159R103 21418 472600 SH SOLE 472600 THE MOSAIC CO CS 61945A107 53965 2024200 SH SOLE 2024200 THORATEC CORP CS 885175307 14933 714500 SH SOLE 714500 TITAN PHARMACEUTICALS CS 888314101 5062 2032900 SH SOLE 2032900 TITAN INTERNATIONAL CS 88830M102 9296 367000 SH SOLE 367000 TRANSOCEAN INC. CS G90078109 2198 26900 SH SOLE 26900 TRINITY INDUSTRIES CS 896522109 34272 817550 SH SOLE 817550 VALMONT INDUSTRIES INC CS 920253101 53285 921400 SH SOLE 921400 VIVUS INC CS 928551100 85 16600 SH SOLE 16600 WESTERN DIGITAL CORP COM CS 958102105 804 47800 SH SOLE 47800 WHOLE FOODS MARKET INC CALL 966837906 638 5000 SH CALL SOLE 5000 WIDEPOINT CORP CS 967590100 829 458100 SH SOLE 458100 ZIMMER HOLDINGS INC CS 98956P102 20669 242000 SH SOLE 242000