HARVEY CAPITAL MANAGEMENT INC Information

400 ROYAL PALM WAY, PALM BEACH, Florida, 33480, (561) 804-9181

Report Date: 06/30/2014

Position Statistics

Total Positions 85
New Positions 6
Increased Positions 25
Decreased Positions 22
Positions with Activity 47
Sold Out Positions 9
Total Mkt Value (in $ millions) 273

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.06%
Capital Goods 3.9%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.47%
Energy 16.36%
Financial 6.12%
Healthcare 34.58%
Services 11.91%
Technology 22.92%
Transportation 0.24%
Utilities 0.55%

85 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 18,215 -13 (0.07) 180,419
GILEAD SCIENCES INC COM 17,886 56 .31 168,800
ACADIA PHARMACEUTICALS COM 15,403 531 3.57 578,200
CELGENE CORP COM 14,547 2,731 23.11 155,000
KERYX BIOPHARMACEUTICALS INC COM 12,569 224 1.81 932,400
NPS PHARMACEUTICALS INC COM 11,702 194 1.69 431,325
GENERAL ELECTRIC CO COM 10,183 -26 (0.26) 387,350
E M C CORP MASS COM 8,779 -1,016 (10.37) 297,300
MAGNUM HUNTER RES CORP DEL COM 8,558 -1,538 (15.23) 1,457,950
QUALCOMM INC COM 8,311 -1,665 (16.69) 110,030
GOODRICH PETE CORP COM NEW 7,814 53 .69 460,450
TIME WARNER INC COM NEW 7,709 2,418 45.69 99,091
SANCHEZ ENERGY CORP COM 7,671 238 3.21 270,500
CHECK POINT SOFTWARE TECH LTD ORD 7,555 -21 (0.28) 107,310
TETRAPHASE PHARMACEUTICALS INC COM 6,241 362 6.15 352,000
CONCHO RES INC COM 6,167 -1,870 (23.27) 46,820
CHICAGO BRIDGE & IRON CO N V COM 5,947 3,952 198.15 97,126
CBS CORP (CLASS B) CL B 5,905 5,905 New 105,625
AT&T INC COM 5,711 -1,323 (18.81) 161,007
CABOT OIL & GAS CORP COM 5,274 5,274 New 159,950


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