HARVEY CAPITAL MANAGEMENT INC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 78
New Positions 2
Increased Positions 19
Decreased Positions 19
Positions with Activity 38
Sold Out Positions 5
Total Mkt Value (in $ millions) 250

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

Sector Weighting

Basic Materials 1.01%
Capital Goods 4.41%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.51%
Energy 12.98%
Financial 6.06%
Healthcare 34.63%
Services 14.48%
Technology 20.3%
Transportation 0.3%
Utilities 0.6%

19 DECREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 18,903 -81 (0.43) 179,649
GILEAD SCIENCES INC COM 16,698 -1,990 (10.65) 150,825
CELGENE CORP COM 15,951 -52 (0.32) 154,500
ACADIA PHARMACEUTICALS COM 15,511 -54 (0.35) 576,200
GENERAL ELECTRIC CO COM 8,078 -1,854 (18.67) 315,050
E M C CORP MASS COM 7,910 -465 (5.55) 280,800
MAGNUM HUNTER RES CORP DEL COM 6,247 -314 (4.79) 1,388,150
HALOZYME THERAPEUTICS INC COM 3,189 -421 (11.66) 348,550
NOVAVAX INC COM 2,539 -74 (2.85) 494,950
CARRIZO OIL & GAS INC COM 1,635 -2 (0.15) 33,850
PROCERA NETWORKS INC COM NEW 1,579 -866 (35.43) 221,100
ISHARES IBOXX HI YD ETF 1,072 -46 (4.15) 11,550
POWERSHARES ETF TRUST II SENIOR LN PORT 1,018 -29 (2.78) 41,900
CHEGG INC COM 245 -1,576 (86.56) 39,800
CHECK POINT SOFTWARE TECH LTD ORD -7,801 Sold Out 0
GW PHARMACEUTICALS PLC ADS -146 Sold Out 0
KERYX BIOPHARMACEUTICALS INC COM -15,599 Sold Out 0
SYNGENTA AG SPONSORED ADR -183 Sold Out 0
TWITTER INC COM -255 Sold Out 0


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