HARVEY PARTNERS, LLC Information

551 FIFTH AVENUE, NEW YORK, New York, 10176, (212) 389-8760

Report Date: 03/31/2015

Position Statistics

Total Positions 55
New Positions 8
Increased Positions 26
Decreased Positions 24
Positions with Activity 50
Sold Out Positions 17
Total Mkt Value (in $ millions) 205

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

Sector Weighting

Basic Materials 12.13%
Capital Goods 10.76%
Conglomerates
Consumer Cyclical 13.19%
Consumer/Non-Cyclical 4.44%
Energy
Financial 0.6%
Healthcare 0.18%
Services 19.04%
Technology 33.01%
Transportation 1.24%
Utilities

55 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INTRALINKS HLDGS INC COM 14,882 1,250 9.17 1,310,000
GOOGLE INC CL A 13,150 7,233 122.22 20,000
BUILDERS FIRSTSOURCE INC COM 12,408 1,128 10 825,000
ENTEGRIS INC COM 11,556 296 2.63 780,000
LIBBEY INC COM 10,802 -4,919 (31.29) 290,300
COMPASS MINERALS INTL INC COM 10,800 2,600 31.71 135,000
XERIUM TECHNOLOGIES INC COM NEW 9,843 849 9.43 580,000
VISHAY PRECISION GROUP INC COM 9,773 1,455 17.49 700,097
OIL DRI CORP AMER COM 9,112 1,082 13.47 347,000
CYTEC INDS INC COM 8,908 6,941 352.83 120,000
GTT COMMUNICATIONS INC COM 8,421 1,858 28.32 362,500
ANALOGIC CORP COM PAR $0.05 7,693 1,249 19.38 95,500
CROCS INC COM 6,449 6,449 New 410,000
ULTRA CLEAN HLDGS INC COM 6,443 38 .59 850,000
ORION ENGINEERED CARBONS S A COM 5,834 1,777 43.82 312,800
NN INC COM 5,194 5,194 New 227,500
ENTRAVISION COMMUNICATIONS CP CL A 4,986 -2,685 (35) 650,000
MYR GROUP INC DEL COM 4,656 -5,107 (52.31) 155,000
TELENAV INC COM 4,428 228 5.42 632,500
THESTREET INC COM 4,385 60 1.40 2,357,500