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) 260

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 3.85%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 0.51%
Energy 9.61%
Financial 5.89%
Healthcare 38.17%
Services 14.82%
Technology 20.46%
Transportation 0.32%
Utilities 0.58%

78 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
CHECK POINT SOFTWARE TECH LTD ORD -8,591 Sold Out 0
GW PHARMACEUTICALS PLC ADS -136 Sold Out 0
KERYX BIOPHARMACEUTICALS INC COM -13,268 Sold Out 0
SYNGENTA AG SPONSORED ADR -197 Sold Out 0
TWITTER INC COM -192 Sold Out 0
CHEGG INC COM 279 -1,797 (86.56) 39,800
PROCERA NETWORKS INC COM NEW 1,663 -912 (35.43) 221,100
GENERAL ELECTRIC CO COM 8,122 -1,864 (18.67) 315,050
HALOZYME THERAPEUTICS INC COM 3,353 -443 (11.66) 348,550
GILEAD SCIENCES INC COM 14,146 -1,686 (10.65) 150,825
E M C CORP MASS COM 8,674 -510 (5.55) 280,800
MAGNUM HUNTER RES CORP DEL COM 4,636 -233 (4.79) 1,388,150
ISHARES IBOXX HI YD ETF 1,039 -45 (4.15) 11,550
NOVAVAX INC COM 2,930 -86 (2.85) 494,950
POWERSHARES ETF TRUST II SENIOR LN PORT 1,003 -29 (2.78) 41,900
APPLE INC COM 20,478 -88 (0.43) 179,649
ACADIA PHARMACEUTICALS COM 18,283 -63 (0.35) 576,200
CELGENE CORP COM 17,513 -57 (0.32) 154,500
CARRIZO OIL & GAS INC COM 1,403 -2 (0.15) 33,850
3M CO COM 914 New 5,500