HARVEY PARTNERS, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 60
New Positions 14
Increased Positions 33
Decreased Positions 20
Positions with Activity 53
Sold Out Positions 13
Total Mkt Value (in $ millions) 167

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

Sector Weighting

Basic Materials 14.22%
Capital Goods 12.7%
Conglomerates
Consumer Cyclical 17.4%
Consumer/Non-Cyclical 5.29%
Energy 0.71%
Financial
Healthcare 1.67%
Services 12.81%
Technology 28.12%
Transportation
Utilities

33 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
LIBBEY INC COM 13,493 409 3.13 412,500
INTRALINKS HLDGS INC COM 9,861 1,972 25 925,000
ENTEGRIS INC COM 8,873 1,723 24.09 682,500
OIL DRI CORP AMER COM 8,849 276 3.21 289,000
VISHAY PRECISION GROUP INC COM 8,342 1,686 25.33 501,300
COMPASS MINERALS INTL INC COM 8,303 1,967 31.03 95,000
XERIUM TECHNOLOGIES INC COM NEW 7,140 5,216 271.16 463,950
MINERALS TECHNOLOGIES INC COM 6,860 3,593 110 105,000
ANALOGIC CORP COM PAR $0.05 6,237 6,237 New 76,500
ENTRAVISION COMMUNICATIONS CP CL A 6,170 5,892 2,122.22 1,000,000
MYR GROUP INC DEL COM 5,945 2,125 55.64 237,500
THESTREET INC COM 4,742 185 4.06 2,280,000
FERRO CORP COM 4,341 4,341 New 390,000
JASON INDS INC COM 4,000 784 24.38 497,500
KVH INDS INC COM 3,630 777 27.23 300,000
ORION MARINE GROUP INC COM 2,967 2,967 New 325,000
KRISPY KREME DOUGHNUTS INC COM 2,823 2,823 New 145,000
QUANEX BUILDING PRODUCTS CORP COM 2,636 1,695 180 140,000
ORASURE TECHNOLOGIES INC COM 2,298 2,298 New 250,000
RIGHTSIDE GROUP LTD COM 2,094 2,094 New 265,000