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) 252

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

Sector Weighting

Basic Materials 1.05%
Capital Goods 3.62%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.49%
Energy 13.31%
Financial 6.35%
Healthcare 37.65%
Services 12.15%
Technology 22.6%
Transportation 0.25%
Utilities 0.58%

47 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 17,622 -12 (0.07) 180,419
GILEAD SCIENCES INC COM 17,007 53 .31 168,800
ACADIA PHARMACEUTICALS COM 15,068 520 3.57 578,200
KERYX BIOPHARMACEUTICALS INC COM 14,331 255 1.81 932,400
CELGENE CORP COM 13,659 2,564 23.11 155,000
NPS PHARMACEUTICALS INC COM 11,283 187 1.69 431,325
GENERAL ELECTRIC CO COM 9,614 -25 (0.26) 387,350
TETRAPHASE PHARMACEUTICALS INC COM 8,487 492 6.15 352,000
E M C CORP MASS COM 8,060 -933 (10.37) 297,300
QUALCOMM INC COM 7,969 -1,597 (16.69) 110,030
TIME WARNER INC COM NEW 7,516 2,357 45.69 99,091
CHECK POINT SOFTWARE TECH LTD ORD 7,299 -20 (0.28) 107,310
MAGNUM HUNTER RES CORP DEL COM 6,882 -1,236 (15.23) 1,457,950
CBS CORP (CLASS B) CL B 5,529 5,529 New 105,625
AT&T INC COM 5,487 -1,271 (18.81) 161,007
SANCHEZ ENERGY CORP COM 5,145 160 3.21 270,500
GOODRICH PETE CORP COM NEW 4,996 34 .69 460,450
CABOT OIL & GAS CORP COM 4,950 4,950 New 159,950
CONCHO RES INC COM 4,909 -1,489 (23.27) 46,820
CHICAGO BRIDGE & IRON CO N V COM 4,670 3,104 198.15 97,126