HARVEY PARTNERS, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 62
New Positions 14
Increased Positions 28
Decreased Positions 28
Positions with Activity 56
Sold Out Positions 15
Total Mkt Value (in $ millions) 152

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

Sector Weighting

Basic Materials 17.24%
Capital Goods 7.34%
Conglomerates
Consumer Cyclical 19.13%
Consumer/Non-Cyclical 6.78%
Energy 6.13%
Financial
Healthcare 0.51%
Services 9.11%
Technology 29.03%
Transportation
Utilities

14 New Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CYPRESS SEMICONDUCTOR CORP COM 5,608 5,608 New 540,000
JASON INDS INC COM 4,280 4,280 New 400,000
MYR GROUP INC DEL COM 3,632 3,632 New 152,600
DRIL-QUIP INC COM 3,283 3,283 New 35,000
MINERALS TECHNOLOGIES INC COM 3,064 3,064 New 50,000
PEREGRINE SEMICONDUCTOR CORP COM 3,036 3,036 New 245,000
KNOWLES CORP COM 2,637 2,637 New 86,000
DEMAND MEDIA INC COM NEW 2,113 2,113 New 210,000
ABRAXAS PETE CORP COM 2,104 2,104 New 400,000
TETRA TECHNOLOGIES INC DEL COM 1,531 1,531 New 135,000
ORBITZ WORLDWIDE INC COM 1,472 1,472 New 180,000
TURTLE BEACH CORP COM 356 356 New 50,000
ENTRAVISION COMMUNICATIONS CP CL A 203 203 New 45,000
IMMERSION CORP COM 199 199 New 20,000