13F-HR/A 1 m9300713famd.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, 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: 108 Form 13F Information Table Value Total: 2,177,210,906 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 82522 3146100 SH SOLE 3146100 ACE AVIATION HOLDING INC CS 00440P201 12165 454400 SH SOLE 454400 ACTIVE POWER CS 00504W100 4981 2253700 SH SOLE 2253700 ADVENT SOFTWARE CS 007974108 15242 324500 SH SOLE 324500 AGCO CORP. CS 001084102 45459 895400 SH SOLE 895400 ALCATEL LUCENT CS 013904305 117 11516 SH SOLE 11516 AMAG PHARMACEUTICALS INC CS 00163U106 33674 588700 SH SOLE 588700 AMERICAN EXPRESS COMPANY CS 025816109 359 6054 SH SOLE 6054 AMERICAN HOME PATIENT INC. CS 026649103 90 80000 SH SOLE 80000 ARACRUZ CELULOSE CS 038496204 33918 460900 SH SOLE 460900 ASTEC INDUSTRIES CS 046224101 6222 108300 SH SOLE 108300 AUTOMATIC DATA PROCESSING CS 053015103 12886 280550 SH SOLE 280550 BLACKSTONE GROUP LP CS 09253U108 6270 250000 SH SOLE 250000 BLOCKBUSTER INC. CS 093679108 35656 6639900 SH SOLE 6639900 BRISTOL MYERS SQUIBB CO CS 110122108 10482 363700 SH SOLE 363700 CAMECO CORP CS 13321L108 33316 720500 SH SOLE 720500 CARRIER ACCESS CORPORATION CS 144460102 3430 902700 SH SOLE 902700 CF INDUSTRIES HOLDINGS INC CS 125269100 121925 1606173 SH SOLE 1606173 CHARTER COMMUNICATIONS CS 16117M107 10468 4057300 SH SOLE 4057300 CHICAGO BRIDGE & IRON COMPANY CS 167250109 27989 650000 SH SOLE 650000 CHICOS FAS INC CALL 168615902 25 5000 SH CALL SOLE 5000 CIENA CORPORATION CS 171779309 70273 1845392 SH SOLE 1845392 CISCO SYS INC COM CS 17275R102 41339 1247800 SH SOLE 1247800 CLINICAL DATA INC CS 18725U109 1170 28900 SH SOLE 28900 CONTINENTAL RESOURCES INC CS 212015101 31727 1749000 SH SOLE 1749000 CREE INC CS 225447101 41869 1346282 SH SOLE 1346282 CROSS COUNTRY INC CS 22748P108 30162 1726495 SH SOLE 1726495 CROWN CASTLE INTERNATIONAL CORP CS 228227104 25911 637733 SH SOLE 637733 DEVON ENERGY CORP NEW CS 25179M103 4030 48436 SH SOLE 48436 DOLBY LABORATORIES INC CS 25659T107 12511 359300 SH SOLE 359300 EDGAR ONLINE INC CS 279765101 2503 840020 SH SOLE 840020 EMCOR GROUP INC CS 29084Q100 34966 1115000 SH SOLE 1115000 ENERNOC INC CS 2927641047 325 8500 SH SOLE 8500 FIBERTOWER CORP CS 31567R100 135 35200 SH SOLE 35200 FORTRESS INVESTMENT GROUP LLC CS 34958B106 3452 161900 SH SOLE 161900 FOSTER LB CO CS 350060109 1556 35800 SH SOLE 35800 FOSTER WHEELER LTD CS G36535139 94483 719706 SH SOLE 719706 GAP INC COM CS 364760108 4396 238400 SH SOLE 238400 GENCO SHIPPING & TRADING LTD CS Y2685T107 1350 20600 SH SOLE 20600 GENERAL CABLE CORP CS 369300108 19881 296200 SH SOLE 296200 GENERAL MOTORS CORP CS 370442105 22020 600000 SH SOLE 600000 GENTIUM SPA CS 37250B104 14065 612342 SH SOLE 612342 GILEAD SCIENCES INC COM CS 375558103 19107 467500 SH SOLE 467500 GRANITE CONSTRUCTION INC CS 387328107 7709 145400 SH SOLE 145400 HEWLETT PACKARD CO CS 428236103 4422 88822 SH SOLE 88822 HILLENBRAND INDUSTRIES INC CS 431573104 6333 115100 SH SOLE 115100 HONEYWELL INTERNATIONAL INC. CS 438506107 595 10000 SH SOLE 10000 ILLUMINA INC CS 452327109 14008 270000 SH SOLE 270000 INTEL CORP COM CS 458140100 7055 272800 SH SOLE 272800 INTERFACE INC CS 458665106 1014 56200 SH SOLE 56200 ISHARES TRUST RUSSELL 2000 PUT 464287955 3284 23600 SH PUT SOLE 23600 JAZZ TECH INC WARRANTS WT 47214E110 634 1379100 SH SOLE 1379100 KOHLS CORP CS 500255104 29284 510800 SH SOLE 510800 LANDEC CORP CS 514766104 288 18600 SH SOLE 18600 LAYNE CHRISTENSEN CO CS 521050104 32411 584200 SH SOLE 584200 LEVEL 3 COMM INC. CS 52729N100 267 57400 SH SOLE 57400 LIBERTY GLOBAL INC. CS 530719103 7318 178400 SH SOLE 178400 LINDSAY CORPORATION CS 535555106 657 15000 SH SOLE 15000 LSI CORP CS 502161102 200 26903 SH SOLE 26903 MANITOWOC CS 563571108 35548 802800 SH SOLE 802800 MEDCATH CORPORATION CS 58404W109 17978 654700 SH SOLE 654700 MEMC ELECTRONIC MATE CS 552715104 20730 352200 SH SOLE 352200 MICROSOFT CORP COM CS 594918104 14453 490600 SH SOLE 490600 MITSUBISHI HEAVY INDUSTRIES CS 606793107 13645 2045000 SH SOLE 2045000 MONSANTO CO CS 6166W101 84188 981900 SH SOLE 981900 MYRIAD GENETICS INC CALL 62855J904 270 1384 SH CALL SOLE 1384 NATIONAL OILWELL VARCO INC CS 637071101 968 6700 SH SOLE 6700 NATIONAL OILWELL VARCO INC PUT 637071951 2695 3500 SH PUT SOLE 3500 NAVISITE INC. CS 63935M109 607 69101 SH SOLE 69101 NAVISTAR INTERNATIONAL CORP CS 63934E108 21595 350000 SH SOLE 350000 NOBILITY HOMES INC. CS 654892108 475 25006 SH SOLE 25006 OIL SERVICE HOLDERS TRUST PUT 678002956 2764 4125 SH PUT SOLE 4125 PIKE ELECTRIC CORP CS 721283109 9990 532500 SH SOLE 532500 PINNACLE ENTERTAINMENT INC CS 723456109 32248 1184300 SH SOLE 1184300 PLAYTEX PRODUCTS INC CS 72813P100 316 17300 SH SOLE 17300 PMC SIERRA INC CS 69344F106 225 26800 SH SOLE 26800 POTASH CS 73755L107 106065 1003450 SH SOLE 1003450 QUALCOMM INC CS 747525103 32599 771400 SH SOLE 771400 QUANTA SERVICES INC. CS 74762E102 42899 1621900 SH SOLE 1621900 SBA COMMUICATIONS CORP CS 78388J106 1965 55700 SH SOLE 55700 SCHLUMBERGER LTD PUT 806857958 1380 2300 SH PUT SOLE 2300 SIRIUS SATELLITE RADIO INC CS 82966U103 13960 4000000 SH SOLE 4000000 SPDR TRUST PUT 78462F953 3661 25730 SH PUT SOLE 25730 STRYKER CORP CS 863667101 4662 67800 SH SOLE 67800 SUN HEALTHCARE GROUP INC CS 866933401 14574 872200 SH SOLE 872200 SYCAMORE NETWORKS INC CS 871206108 16109 3958000 SH SOLE 3958000 TARGET CORPORATION CS 87612E106 18740 294800 SH SOLE 294800 TELLABS INC COM CS 879664100 7362 773300 SH SOLE 773300 TEREX CORP CS 880779103 24623 276600 SH SOLE 276600 TERRA INDUSTRIES INC CS 880915103 164762 5270700 SH SOLE 5270700 TEXTRON INC CS 883203101 45214 726800 SH SOLE 726800 THE GEO GROUP INC CS 36159R103 25100 847700 SH SOLE 847700 THE MOSAIC CO CS 61945A107 78016 1457700 SH SOLE 1457700 TITAN INTERNATIONAL CS 88830M102 50753 1590000 SH SOLE 1590000 TITAN PHARMACEUTICALS CS 888314101 366 166400 SH SOLE 166400 TJX COS INC NEW COM CS 872540109 41931 1442400 SH SOLE 1442400 TRANSOCEAN INC. CS G90078109 3041 26900 SH SOLE 26900 UNDER ARMOUR INC CS 904311107 19334 323200 SH SOLE 323200 URANIUM RESOURCES INC CS 916901507 351 37400 SH SOLE 37400 URBAN OUTFITTERS INC COM CS 917047102 3841 176200 SH SOLE 176200 US AIRWAYS GROUP INC CS 90341W108 12272 467500 SH SOLE 467500 VALMONT INDUSTRIES INC CS 920253101 56367 664310 SH SOLE 664310 WESTERN DIGITAL CORP COM CS 958102105 1210 47800 SH SOLE 47800 WHOLE FOODS MARKET INC. CS 966837106 7368 150500 SH SOLE 150500 WIDEPOINT CORP CS 967590100 268 343600 SH SOLE 343600 WILLBROS GROUP INC CS 969199108 9921 291800 SH SOLE 291800 WRIGLEY WM JR CS 982526105 1169 18200 SH SOLE 18200 ZIMMER HOLDINGS INC CS 98956P102 18725 231200 SH SOLE 231200