HARVEY CAPITAL MANAGEMENT INC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 91
New Positions 7
Increased Positions 31
Decreased Positions 32
Positions with Activity 63
Sold Out Positions 12
Total Mkt Value (in $ millions) 261

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

Sector Weighting

Basic Materials 1.16%
Capital Goods 2.5%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 1%
Energy 19.04%
Financial 6.03%
Healthcare 31.69%
Services 11.57%
Technology 24.26%
Transportation 0.24%
Utilities 0.59%

63 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 17,762 1,222 7.39 180,544
GILEAD SCIENCES INC COM 15,648 663 4.43 168,275
KERYX BIOPHARMACEUTICALS INC COM 13,984 386 2.84 915,800
NPS PHARMACEUTICALS INC COM 12,394 -3,660 (22.8) 424,175
MAGNUM HUNTER RES CORP DEL COM 12,022 411 3.54 1,719,900
ACADIA PHARMACEUTICALS COM 11,578 390 3.49 558,250
CELGENE CORP COM 11,045 -877 (7.36) 125,900
QUALCOMM INC COM 9,946 -261 (2.55) 132,072
GENERAL ELECTRIC CO COM 9,884 7,363 292.15 388,350
GOODRICH PETE CORP COM NEW 9,827 9,827 New 457,300
E M C CORP MASS COM 9,775 25 .26 331,700
CONCHO RES INC COM 8,903 -15 (0.16) 61,020
SANCHEZ ENERGY CORP COM 8,660 149 1.75 262,100
CHECK POINT SOFTWARE TECH LTD ORD 7,345 -41 (0.55) 107,610
AT&T INC COM 7,256 352 5.09 198,307
TIME WARNER INC COM NEW 5,703 5,312 1,357.69 68,016
INTEL CORP COM 5,170 -325 (5.91) 151,209
EBAY INC COM 4,786 -114 (2.33) 89,950
ROSETTA RESOURCES INC COM 4,696 98 2.14 88,400
PHARMACYCLICS INC COM 4,129 4,129 New 33,095