HARVEY PARTNERS, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 60
New Positions 13
Increased Positions 34
Decreased Positions 17
Positions with Activity 51
Sold Out Positions 14
Total Mkt Value (in $ millions) 198

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

Sector Weighting

Basic Materials 14.14%
Capital Goods 14.19%
Conglomerates
Consumer Cyclical 14.33%
Consumer/Non-Cyclical 5.1%
Energy 0%
Financial 0.6%
Healthcare 1.09%
Services 12.35%
Technology 30.23%
Transportation
Utilities

60 Positions as of 12/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ENTRAVISION COMMUNICATIONS CP CL A 6,430 New 1,000,000
EVINE LIVE INC CL A 2,016 2,016 New 300,000
GOOGLE INC CL A 5,018 5,018 New 9,000
MCCLATCHY CO CL A 432 New 240,000
SALEM MEDIA GROUP INC CL A 1,398 1,398 New 230,000
ABRAXAS PETE CORP COM -1,304 Sold Out 0
AK STL HLDG CORP COM 3,592 1,347 60 800,000
AMERICAN AIRLS GROUP INC COM 3,950 3,950 New 75,000
BROOKS AUTOMATION INC COM 761 761 New 65,000
BUILDERS FIRSTSOURCE INC COM 4,890 4,890 New 750,000
COMPASS MINERALS INTL INC COM 9,385 687 7.90 102,500
COOPER TIRE & RUBR CO COM -6,602 Sold Out 0
CYPRESS SEMICONDUCTOR CORP COM -6,534 Sold Out 0
CYTEC INDS INC COM 1,406 1,406 New 26,500
ENTEGRIS INC COM 10,306 1,051 11.36 760,000
ENTROPIC COMMUNICATIONS INC COM -2,154 Sold Out 0
FERRO CORP COM 3,747 -1,124 (23.08) 300,000
GIGAMON INC COM 2,363 New 112,000
GLOBE SPECIALTY METALS INC COM 159 -66 (29.41) 8,522
HILLENBRAND INC COM -2,773 Sold Out 0


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