HARVEY PARTNERS, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 57
New Positions 19
Increased Positions 28
Decreased Positions 22
Positions with Activity 50
Sold Out Positions 9
Total Mkt Value (in $ millions) 154

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

Sector Weighting

Basic Materials 14.2%
Capital Goods 9.25%
Conglomerates
Consumer Cyclical 20.28%
Consumer/Non-Cyclical 6.1%
Energy 6.25%
Financial
Healthcare 0.54%
Services 13.39%
Technology 27.94%
Transportation
Utilities

19 New Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
COOPER TIRE & RUBR CO COM 9,455 9,455 New 330,000
TETRA TECH INC NEW COM 7,699 7,699 New 287,500
POTASH CORP SASK INC COM 5,408 5,408 New 150,000
COMPASS MINERALS INTL INC COM 5,388 5,388 New 61,800
QUALCOMM INC COM 4,743 4,743 New 62,375
GREIF INC CL A 4,078 4,078 New 80,000
INSTALLED BLDG PRODS INC COM 2,878 2,878 New 250,000
TELENAV INC COM 2,453 2,453 New 480,000
CHEROKEE INC DEL NEW COM 1,684 1,684 New 100,500
OMEGA PROTEIN CORP COM 1,485 1,485 New 110,000
DOUGLAS DYNAMICS INC COM 1,281 1,281 New 75,000
SIRIUS XM HLDGS INC COM 1,246 1,246 New 360,000
ARCH COAL INC COM 1,029 1,029 New 350,000
LAYNE CHRISTENSEN CO COM 984 984 New 90,500
GSE SYS INC COM 656 656 New 399,742
QUANEX BUILDING PRODUCTS CORP COM 613 613 New 35,000
CALUMET SPECIALTY PRODS PTNRS UT LTD PARTNER 336 336 New 10,395
MALIBU BOATS INC COM CL A 301 301 New 15,000
NETLIST INC COM 260 260 New 200,000