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) 252

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

Sector Weighting

Basic Materials 1%
Capital Goods 3.76%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.52%
Energy 9.64%
Financial 5.91%
Healthcare 38.82%
Services 14.53%
Technology 20.03%
Transportation 0.32%
Utilities 0.57%

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 19,655 -84 (0.43) 179,649
ACADIA PHARMACEUTICALS COM 18,150 -63 (0.35) 576,200
CELGENE CORP COM 17,431 -56 (0.32) 154,500
GILEAD SCIENCES INC COM 15,444 -1,841 (10.65) 150,825
E M C CORP MASS COM 8,022 -471 (5.55) 280,800
GENERAL ELECTRIC CO COM 7,769 -1,783 (18.67) 315,050
MAGNUM HUNTER RES CORP DEL COM 4,706 -237 (4.79) 1,388,150
HALOZYME THERAPEUTICS INC COM 3,015 -398 (11.66) 348,550
NOVAVAX INC COM 2,925 -86 (2.85) 494,950
PROCERA NETWORKS INC COM NEW 1,526 -837 (35.43) 221,100
CARRIZO OIL & GAS INC COM 1,274 -2 (0.15) 33,850
ISHARES IBOXX HI YD ETF 1,024 -44 (4.15) 11,550
POWERSHARES ETF TRUST II SENIOR LN PORT 993 -28 (2.78) 41,900
CHEGG INC COM 263 -1,692 (86.56) 39,800
CHECK POINT SOFTWARE TECH LTD ORD -8,275 Sold Out 0
GW PHARMACEUTICALS PLC ADS -140 Sold Out 0
KERYX BIOPHARMACEUTICALS INC COM -13,138 Sold Out 0
SYNGENTA AG SPONSORED ADR -189 Sold Out 0
TWITTER INC COM -181 Sold Out 0