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 12.48%
Capital Goods 10.34%
Conglomerates
Consumer Cyclical 13.01%
Consumer/Non-Cyclical 4.53%
Energy
Financial 0.63%
Healthcare 0.19%
Services 18.86%
Technology 33.29%
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 14,646 1,230 9.17 1,310,000
GOOGLE INC CL A 13,229 7,276 122.22 20,000
BUILDERS FIRSTSOURCE INC COM 11,385 1,035 10 825,000
COMPASS MINERALS INTL INC COM 11,044 2,659 31.71 135,000
ENTEGRIS INC COM 10,460 268 2.63 780,000
VISHAY PRECISION GROUP INC COM 9,780 1,456 17.49 700,097
XERIUM TECHNOLOGIES INC COM NEW 9,645 832 9.43 580,000
OIL DRI CORP AMER COM 9,154 1,087 13.47 347,000
CYTEC INDS INC COM 8,903 6,937 352.83 120,000
GTT COMMUNICATIONS INC COM 8,570 1,891 28.32 362,500
ANALOGIC CORP COM PAR $0.05 7,736 1,256 19.38 95,500
ULTRA CLEAN HLDGS INC COM 6,256 37 .59 850,000
CROCS INC COM 5,793 5,793 New 410,000
ORION ENGINEERED CARBONS S A COM 5,674 1,729 43.82 312,800
NN INC COM 5,253 5,253 New 227,500
TELENAV INC COM 4,428 228 5.42 632,500
THESTREET INC COM 4,244 59 1.40 2,357,500
TRIBUNE MEDIA CO CL A 3,765 3,765 New 72,500
MALIBU BOATS INC COM CL A 3,661 193 5.56 190,000
DEALERTRACK TECHNOLOGIES INC COM 3,103 3,103 New 50,000