13F-HR 1 rccp2q08.txt RAMSEY ASSET MANAGEMENT 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, 2008 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: Ramsey Asset Management Address: 8200 Greensboro Drive, Suite 1550 McLean, VA 22102 13F File Number: 28-10611 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: Daniel Bender Title: Chief Financial Officer Phone: 703-269-1900 Signature, Place, and Date of Signing: /s/ Daniel Bender McLean, VA July 25, 2008 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form13F Information Table Entry Total: 18 Form13F Information Table Value Total: $89,720 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE 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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ANNALY CAP MGMT INC COM 035710409 1643 105940 SH SOLE 105940 0 0 ASHFORD HOSPITALITY TR INC COM SHS 044103109 3735 808430 SH SOLE 808430 0 0 ASSURANT INC COM 04621x108 2184 33110 SH SOLE 33110 0 0 BOYD GAMING CORP COM 103304101 2156 171670 SH SOLE 171670 0 0 DOLLAR THRIFTY AUTOMOTIVE GP COM 256743105 7544 798260 SH SOLE 798260 0 0 FIDELITY NATL INFORMATION SV COM 31620m106 1428 38700 SH SOLE 38700 0 0 GOOGLE INC CL A 38259p508 6975 13250 SH SOLE 13250 0 0 INTERNATIONAL SPEEDWAY CORP CL A 460335201 1182 30280 SH SOLE 30280 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540r409 1323 19000 SH SOLE 19000 0 0 MERITAGE HOMES CORP COM 59001a102 5454 359496 SH SOLE 359496 0 0 O REILLY AUTOMOTIVE INC COM 686091109 3464 154970 SH SOLE 154970 0 0 PENN NATL GAMING INC COM 707569109 17257 536768 SH SOLE 536768 0 0 PENN NATL GAMING INC COM 707569109 3633 113000 SH CALL SOLE 113000 0 0 REPUBLIC AWYS HLDGS INC COM 760276105 13976 1613845 SH SOLE 1613845 0 0 RIVIERA HLDGS CORP COM 769627100 3419 336859 SH SOLE 336859 0 0 SLM CORP COM 78442p106 3526 182210 SH SOLE 182210 0 0 THORNBURG MTG INC PFD CONV SER F 885218701 5599 1365550 SH SOLE 1365550 0 0 VIACOM INC NEW CL B 92553p201 5222 170980 SH SOLE 170980 0 0