HARVEY PARTNERS, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 57
New Positions 19
Increased Positions 28
Decreased Positions 22
Positions with Activity 50
Sold Out Positions 9
Total Mkt Value (in $ millions) 156

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

Sector Weighting

Basic Materials 14.52%
Capital Goods 9.42%
Conglomerates
Consumer Cyclical 20.34%
Consumer/Non-Cyclical 6.03%
Energy 6.31%
Financial
Healthcare 0.57%
Services 13.3%
Technology 27.4%
Transportation
Utilities

50 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LIBBEY INC COM 11,742 -484 (3.96) 520,000
COOPER TIRE & RUBR CO COM 10,042 10,042 New 330,000
OIL DRI CORP AMER COM 7,846 1,290 19.67 269,262
TETRA TECH INC NEW COM 7,786 7,786 New 287,500
INTRALINKS HLDGS INC COM 7,388 763 11.52 920,000
THESTREET INC COM 6,424 -14 (0.21) 2,699,235
REMY INTL INC COM 6,286 -64 (1.01) 272,235
ENTEGRIS INC COM 5,900 1,241 26.64 475,000
COMPASS MINERALS INTL INC COM 5,848 5,848 New 61,800
POTASH CORP SASK INC COM 5,471 5,471 New 150,000
PBF ENERGY INC CL A 4,909 4,568 1,340 180,000
AEROVIRONMENT INC COM 4,887 -2,688 (35.48) 150,000
VISHAY PRECISION GROUP INC COM 4,762 223 4.92 320,000
QUALCOMM INC COM 4,747 4,747 New 62,375
TUESDAY MORNING CORP COM NEW 4,732 -3,853 (44.88) 282,500
SILICON IMAGE INC COM 4,212 -5,031 (54.43) 900,000
GREIF INC CL A 4,177 4,177 New 80,000
ULTRA CLEAN HLDGS INC COM 3,818 -10,234 (72.83) 430,000
MATRIX SVC CO COM 3,216 -3,758 (53.89) 110,000
KVH INDS INC COM 3,135 1,942 162.86 230,000