-----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, NfpZrtcgY78BjB+rT/hrWfi8f4F1bt7WY9JYoyQuAadfetdPr/JU7U4lWnaKGdD4 sM7xAAyTPuG9lmjxF845PA== 0000906305-08-000021.txt : 20080214 0000906305-08-000021.hdr.sgml : 20080214 20080214162226 ACCESSION NUMBER: 0000906305-08-000021 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20071231 FILED AS OF DATE: 20080214 DATE AS OF CHANGE: 20080214 EFFECTIVENESS DATE: 20080214 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: 08616442 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 m12310713f.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: December 31, 2007 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 February 14, 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: 97 Form 13F Information Table Value Total: 2,803,657,714 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 97042 3369500 SH SOLE 3369500 ACTIVE POWER CS 00504W100 4958 2253700 SH SOLE 2253700 ADVENT SOFTWARE CS 007974108 18362 339400 SH SOLE 339400 AGCO CORP. CS 001084102 70645 1039200 SH SOLE 1039200 ALCATEL LUCENT CS 013904305 84 11516 SH SOLE 11516 AMAG PHARMACEUTICALS INC CS 00163U106 41872 696350 SH SOLE 696350 AMERICAN EXPRESS COMPANY CS 025816109 315 6054 SH SOLE 6054 AMERICAN INTERNATIONAL GROUP CS 026874107 7464 128035 SH SOLE 128035 ARACRUZ CELULOSE CS 038496204 40803 548800 SH SOLE 548800 AUTOMATIC DATA PROCESSING CS 053015103 12457 279750 SH SOLE 279750 BEST BUY INC COM CS 086516101 6960 132200 SH SOLE 132200 BLOCKBUSTER INC. CS 093679108 29030 7443500 SH SOLE 7443500 BRISTOL MYERS SQUIBB CO CS 110122108 9645 363700 SH SOLE 363700 CAMECO CORP CS 13321L108 36840 925400 SH SOLE 925400 CARRIER ACCESS CORPORATION CS 144460102 2166 902700 SH SOLE 902700 CF INDUSTRIES HOLDINGS INC CS 125269100 161719 1469373 SH SOLE 1469373 CHARTER COMMUNICATIONS CS 16117M107 4747 4057300 SH SOLE 4057300 CHICAGO BRIDGE & IRON COMPANY CS 167250109 52208 863800 SH SOLE 863800 CIENA CORPORATION CS 171779309 78364 2297392 SH SOLE 2297392 CISCO SYS INC COM CS 17275R102 12828 473900 SH SOLE 473900 CLINICAL DATA INC CS 18725U109 965 43350 SH SOLE 43350 COMPANHIA SIDERURGICA NACIONAL CS 20440W105 31385 350400 SH SOLE 350400 CONTINENTAL RESOURCES INC CS 212015101 39410 1508232 SH SOLE 1508232 CREE INC CS 225447101 50289 1830682 SH SOLE 1830682 CROSS COUNTRY HEALTHCARE INC CS 227483104 24869 1746395 SH SOLE 1746395 CROWN CASTLE INTERNATIONAL CORP CS 228227104 27012 649333 SH SOLE 649333 DOLBY LABORATORIES INC CS 25659T107 19341 389000 SH SOLE 389000 EDGAR ONLINE INC CS 279765101 2856 840020 SH SOLE 840020 EMCOR GROUP INC CS 29084Q100 30485 1290100 SH SOLE 1290100 ENERNOC INC CS 292764107 417 8500 SH SOLE 8500 FIBERTOWER CORP CS 31567R100 80 35200 SH SOLE 35200 FOSTER LB CO CS 350060109 1852 35800 SH SOLE 35800 FOSTER WHEELER LTD CS G36535139 91584 590788 SH SOLE 590788 GAP INC COM CS 364760108 36940 1735900 SH SOLE 1735900 GENCO SHIPPING & TRADING LTD CS Y2685T107 1128 20600 SH SOLE 20600 GENERAL CABLE CORP CS 369300108 24688 336900 SH SOLE 336900 GENERAL MOTORS CORP CS 370442105 17065 685600 SH SOLE 685600 GENTIUM SPA CS 37250B104 9710 697542 SH SOLE 697542 GEO GROUP INC CS 36159R103 34210 1221800 SH SOLE 1221800 GOL LINHAS AEREAS CS 38045R107 839 33800 SH SOLE 33800 GOODRICH PETROLEUM CORP. CS 382410405 5655 250000 SH SOLE 250000 GUESS INC CS 401617105 8582 226500 SH SOLE 226500 HONEYWELL INTERNATIONAL INC. CS 438516106 616 10000 SH SOLE 10000 ILLUMINA INC CS 452327109 4024 67900 SH SOLE 67900 INTEL CORP COM CS 458140100 6932 260000 SH SOLE 260000 INTERFACE INC CS 458665106 917 56200 SH SOLE 56200 INTERNATIONAL GAME TECH. CS 459902102 338 7700 SH SOLE 7700 ISHARES TRUST RUSSELL 2000 PUT 464287955 18183 86000 SH PUT SOLE 86000 JAZZ TECH INC WARRANTS WT 47214E110 207 1379100 SH SOLE 1379100 KOHLS CORP CS 500255104 9160 200000 SH SOLE 200000 LANDEC CORP CS 514766104 249 18600 SH SOLE 18600 LAYNE CHRISTENSEN CO CS 521050104 31165 633300 SH SOLE 633300 LIBERTY GLOBAL INC. CS 530555101 7752 197800 SH SOLE 197800 LINDSAY CORPORATION CS 535555106 1060 15000 SH SOLE 15000 MANITOWOC CS 563571108 58537 1198800 SH SOLE 1198800 MEMC ELECTRONIC MATLS CS 552715104 62784 709500 SH SOLE 709500 MICROSOFT CORP COM CS 594918104 6180 173600 SH SOLE 173600 MONSANTO CO CS 6116W101 111869 1001600 SH SOLE 1001600 MORGAN STANLEY GROUP INC CS 617446448 44750 842600 SH SOLE 842600 MOSAIC CO CS 61945A107 141727 1502300 SH SOLE 1502300 MYRIAD GENETICS CS 62855J104 5399 116300 SH SOLE 116300 NOBILITY HOMES INC. CS 654892108 456 25006 SH SOLE 25006 NORTHERN TRUST CORPORATION CS 665859104 345 4500 SH SOLE 4500 OCEANEERING INTL INC COM CS 675232102 10008 148600 SH SOLE 148600 OIL SERVICE HOLDRS TRUST PUT 678002956 735 7000 SH PUT SOLE 7000 PIKE ELECTRIC CORP CS 721283109 8925 532500 SH SOLE 532500 PINNACLE ENTERTAINMENT INC CS 723456109 46156 1959100 SH SOLE 1959100 PMC SIERRA INC CS 69344F106 175 26800 SH SOLE 26800 POTASH CS 73755L107 151835 1054700 SH SOLE 1054700 QUALCOMM INC CS 747525103 14847 377300 SH SOLE 377300 QUANTA SERVICES INC. CS 74762E102 68423 2607600 SH SOLE 2607600 RUSH ENTERPRISES CLASS B CS 781846308 195 10950 SH SOLE 10950 RUSH ENTERPRISES CLASS A CS 781846209 205 11250 SH SOLE 11250 RYANAIR HLDGS PLC REP 5 SHRS CS 783513104 2035 51600 SH SOLE 51600 SBA COMMUICATIONS CORP CS 78388J106 1885 55700 SH SOLE 55700 SELECT SECTOR SPDR FINANCE CS 81369Y605 36163 1250000 SH SOLE 1250000 SIRIUS SATELLITE RADIO INC CS 82966U103 12120 4000000 SH SOLE 4000000 SPDR S&P DEP RCPT PUT 78462F953 22459 77420 SH PUT SOLE 77420 SUN HEALTHCARE GROUP INC CS 866933401 14976 872200 SH SOLE 872200 SYCAMORE NETWORKS INC CS 871206108 15184 3954200 SH SOLE 3954200 TEREX CORP CS 880779103 43984 670800 SH SOLE 670800 TERRA INDUSTRIES INC CS 880915103 221601 4639895 SH SOLE 4639895 TEXTRON INC CS 883203101 61289 859600 SH SOLE 859600 TIFFANY & CO CS 886547108 8239 179000 SH SOLE 179000 TITAN INTERNATIONAL CS 88830M102 91398 2923800 SH SOLE 2923800 TITAN PHARMACEUTICALS CS 888314101 280 166400 SH SOLE 166400 TJX COS INC NEW COM CS 872540109 54716 1904500 SH SOLE 1904500 UNDER ARMOUR INC CS 904311107 24516 561400 SH SOLE 561400 URANIUM RESOURCES INC CS 916901507 467 37400 SH SOLE 37400 URBAN OUTFITTERS INC COM CS 917047102 15075 553000 SH SOLE 553000 US AIRWAYS GROUP INC CS 90341W108 19141 1301200 SH SOLE 1301200 VALMONT INDUSTRIES INC CS 920253101 90110 1011110 SH SOLE 1011110 WHOLE FOODS MARKET INC CS 966837106 8017 196500 SH SOLE 196500 WIDEPOINT CORP CS 967590100 368 343600 SH SOLE 343600 WILLBROS GROUP INC CS 969199108 84935 2218200 SH SOLE 2218200 WRIGLEY WM JR CS 982526105 4134 70600 SH SOLE 70600 ZIMMER HOLDINGS INC CS 98956P102 8540 129100 SH SOLE 129100
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