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) 202

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

Sector Weighting

Basic Materials 12.4%
Capital Goods 10.81%
Conglomerates
Consumer Cyclical 13.96%
Consumer/Non-Cyclical 5.28%
Energy
Financial 0.63%
Healthcare 0.24%
Services 18.47%
Technology 30.98%
Transportation 1.26%
Utilities

26 INCREASED 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 13,716 1,152 9.17 1,310,000
COMPASS MINERALS INTL INC COM 11,864 2,856 31.71 135,000
GOOGLE INC CL A 11,136 6,125 122.22 20,000
ENTEGRIS INC COM 10,787 277 2.63 780,000
OIL DRI CORP AMER COM 10,670 1,267 13.47 347,000
BUILDERS FIRSTSOURCE INC COM 10,667 970 10 825,000
XERIUM TECHNOLOGIES INC COM NEW 10,022 864 9.43 580,000
VISHAY PRECISION GROUP INC COM 9,234 1,374 17.49 700,097
ANALOGIC CORP COM PAR $0.05 8,355 1,356 19.38 95,500
GTT COMMUNICATIONS INC COM 7,286 1,608 28.32 362,500
CYTEC INDS INC COM 7,067 5,506 352.83 120,000
ORION ENGINEERED CARBONS S A COM 6,434 1,960 43.82 312,800
CROCS INC COM 6,388 6,388 New 410,000
NN INC COM 6,124 6,124 New 227,500
TELENAV INC COM 5,629 289 5.42 632,500
ULTRA CLEAN HLDGS INC COM 5,355 32 .59 850,000
THESTREET INC COM 4,456 61 1.40 2,357,500
TRIBUNE MEDIA CO CL A 4,006 4,006 New 72,500
MALIBU BOATS INC COM CL A 3,906 206 5.56 190,000
MACQUARIE INFRASTR CO LLC MEMBERSHIP INT 2,550 2,550 New 30,000