HARVEY PARTNERS, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 62
New Positions 14
Increased Positions 28
Decreased Positions 28
Positions with Activity 56
Sold Out Positions 15
Total Mkt Value (in $ millions) 154

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

Sector Weighting

Basic Materials 17.44%
Capital Goods 7.21%
Conglomerates
Consumer Cyclical 19.05%
Consumer/Non-Cyclical 7%
Energy 6.5%
Financial
Healthcare 0.55%
Services 8.6%
Technology 28.98%
Transportation
Utilities

62 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LIBBEY INC COM 11,108 -3,332 (23.08) 400,000
OIL DRI CORP AMER COM 8,593 330 3.99 280,000
COOPER TIRE & RUBR CO COM 8,411 -1,502 (15.15) 280,000
ENTEGRIS INC COM 6,644 906 15.79 550,000
VISHAY PRECISION GROUP INC COM 6,516 1,303 25 400,000
COMPASS MINERALS INTL INC COM 6,413 947 17.31 72,500
INTRALINKS HLDGS INC COM 6,016 -1,463 (19.57) 740,000
CYPRESS SEMICONDUCTOR CORP COM 5,854 5,854 New 540,000
THESTREET INC COM 5,258 -1,220 (18.83) 2,191,024
REMY INTL INC COM 4,929 -842 (14.6) 232,500
POTASH CORP SASK INC COM 4,841 -440 (8.33) 137,500
QUALCOMM INC COM 4,801 10 .20 62,500
GREIF INC CL A 4,653 629 15.63 92,500
JASON INDS INC COM 4,120 4,120 New 400,000
TELENAV INC COM 3,778 624 19.79 575,000
MYR GROUP INC DEL COM 3,559 3,559 New 152,600
DRIL-QUIP INC COM 3,460 3,460 New 35,000
TUESDAY MORNING CORP COM NEW 3,460 -1,684 (32.74) 190,000
SIRIUS XM HLDGS INC COM 3,396 2,109 163.89 950,000
GLOBE SPECIALTY METALS INC COM 3,339 New 172,000