HARVEY PARTNERS, LLC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 50
New Positions 12
Increased Positions 31
Decreased Positions 16
Positions with Activity 47
Sold Out Positions 4
Total Mkt Value (in $ millions) 196

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

Sector Weighting

Basic Materials 14.23%
Capital Goods 8.49%
Conglomerates
Consumer Cyclical 11.96%
Consumer/Non-Cyclical 4.02%
Energy 0.86%
Financial 0.77%
Healthcare 0%
Services 20.54%
Technology 29.6%
Transportation 1.2%
Utilities

31 INCREASED Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BUILDERS FIRSTSOURCE INC COM 13,180 536 4.24 860,000
ANALOGIC CORP COM PAR $0.05 8,951 1,215 15.71 110,500
CYTEC INDS INC COM 8,941 52 .58 120,700
VISHAY PRECISION GROUP INC COM 8,842 244 2.84 720,000
OIL DRI CORP AMER COM 7,886 68 .87 350,000
XERIUM TECHNOLOGIES INC COM NEW 7,534 400 5.60 612,500
NN INC COM 7,293 2,265 45.06 330,000
ORION ENGINEERED CARBONS S A COM 6,549 1,459 28.68 402,500
ENTRAVISION COMMUNICATIONS CP CL A 5,388 507 10.39 717,500
TELENAV INC COM 5,229 877 20.16 760,000
DONALDSON INC COM 4,354 4,354 New 140,000
PRIMORIS SVCS CORP COM 4,326 2,464 132.38 244,000
KVH INDS INC COM 4,309 612 16.55 405,000
LANDAUER INC COM 4,267 4,267 New 115,000
CARPENTER TECHNOLOGY CORP COM 4,088 4,088 New 110,000
IMPRIVATA INC COM 3,888 1,882 93.78 202,500
MALIBU BOATS INC COM CL A 3,762 513 15.79 220,000
CALAMP CORP COM 3,609 3,609 New 225,000
KRISPY KREME DOUGHNUTS INC COM 2,855 735 34.69 165,000
CABOT CORP COM 2,811 2,811 New 82,500


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