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) 204

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

Sector Weighting

Basic Materials 11.89%
Capital Goods 10.52%
Conglomerates
Consumer Cyclical 13.81%
Consumer/Non-Cyclical 5.16%
Energy
Financial 0.65%
Healthcare 0.19%
Services 19.01%
Technology 32.06%
Transportation 1.2%
Utilities

50 Activity 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 15,550 1,306 9.17 1,310,000
LIBBEY INC COM 11,777 -5,363 (31.29) 290,300
COMPASS MINERALS INTL INC COM 11,139 2,682 31.71 135,000
GOOGLE INC CL A 10,947 6,021 122.22 20,000
ENTEGRIS INC COM 10,936 280 2.63 780,000
OIL DRI CORP AMER COM 10,552 1,253 13.47 347,000
XERIUM TECHNOLOGIES INC COM NEW 10,475 903 9.43 580,000
BUILDERS FIRSTSOURCE INC COM 10,453 950 10 825,000
VISHAY PRECISION GROUP INC COM 10,438 1,554 17.49 700,097
GTT COMMUNICATIONS INC COM 8,729 1,926 28.32 362,500
ANALOGIC CORP COM PAR $0.05 7,458 1,210 19.38 95,500
CYTEC INDS INC COM 7,265 5,660 352.83 120,000
CROCS INC COM 5,986 5,986 New 410,000
NN INC COM 5,910 5,910 New 227,500
ORION ENGINEERED CARBONS S A COM 5,793 1,765 43.82 312,800
ENTRAVISION COMMUNICATIONS CP CL A 5,285 -2,846 (35) 650,000
ULTRA CLEAN HLDGS INC COM 5,219 31 .59 850,000
TELENAV INC COM 5,092 262 5.42 632,500
MYR GROUP INC DEL COM 4,745 -5,204 (52.31) 155,000
KVH INDS INC COM 4,587 -185 (3.87) 347,500