HARVEY CAPITAL MANAGEMENT INC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 83
New Positions 13
Increased Positions 29
Decreased Positions 30
Positions with Activity 59
Sold Out Positions 2
Total Mkt Value (in $ millions) 285

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

Sector Weighting

Basic Materials 0.68%
Capital Goods 3.22%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.37%
Energy 6.05%
Financial 6.42%
Healthcare 34.08%
Services 16.1%
Technology 21.27%
Transportation 0.27%
Utilities 0.54%

29 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TETRAPHASE PHARMACEUTICALS INC COM 15,221 582 3.97 317,900
FIREEYE INC COM 10,294 5,244 103.84 212,200
E M C CORP MASS COM 9,721 1,775 22.34 367,950
CEMPRA INC COM 7,272 7,272 New 215,150
GOOGLE INC CL C 6,914 65 .95 13,250
PORTOLA PHARMACEUTICALS INC COM 6,875 599 9.55 149,680
NOVAVAX INC COM 6,786 245 3.75 616,950
OUTFRONT MEDIA INC COM 4,803 10 .22 190,894
ALIBABA GROUP HLDG LTD SPONSORED ADS 4,595 4,595 New 55,725
PRUDENTIAL FINL INC COM 4,110 4,110 New 46,187
PROOFPOINT INC COM 3,935 3,935 New 61,135
NEKTAR THERAPEUTICS COM 3,803 1,133 42.41 313,800
HEXCEL CORP NEW COM 3,384 40 1.20 67,400
AERIE PHARMACEUTICALS INC COM 2,591 211 8.86 147,400
BLACKROCK MUNI INTER DR FD INC COM 2,544 34 1.36 186,500
DISNEY WALT CO COM DISNEY 2,374 14 .59 20,620
DISCOVERY COMMUNICATNS NEW COM SER A 2,051 2,051 New 61,600
EOG RES INC COM 2,044 30 1.49 23,830
ISHARES IBOXX HI YD ETF 1,052 18 1.71 11,900
RITE AID CORP COM 925 925 New 110,000