HARVEY PARTNERS, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 61
New Positions 14
Increased Positions 35
Decreased Positions 17
Positions with Activity 52
Sold Out Positions 14
Total Mkt Value (in $ millions) 211

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

Sector Weighting

Basic Materials 13.33%
Capital Goods 13.31%
Conglomerates
Consumer Cyclical 14.48%
Consumer/Non-Cyclical 4.89%
Energy 0%
Financial 0.6%
Healthcare 1.11%
Services 16.54%
Technology 27.68%
Transportation
Utilities

61 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 6,800 New 1,000,000
EVINE LIVE INC CL A 1,878 1,878 New 300,000
GOOGLE INC CL A 5,163 5,163 New 9,000
MCCLATCHY CO CL A 355 New 240,000
SALEM MEDIA GROUP INC CL A 1,196 1,196 New 230,000
ABRAXAS PETE CORP COM -1,452 Sold Out 0
AK STL HLDG CORP COM 3,992 1,497 60 800,000
AMERICAN AIRLS GROUP INC COM 3,953 3,953 New 75,000
BROOKS AUTOMATION INC COM 709 709 New 65,000
BUILDERS FIRSTSOURCE INC COM 9,593 9,593 New 750,000
COMPASS MINERALS INTL INC COM 9,066 663 7.90 102,500
COOPER TIRE & RUBR CO COM -6,781 Sold Out 0
CYPRESS SEMICONDUCTOR CORP COM -5,813 Sold Out 0
CYTEC INDS INC COM 1,502 1,502 New 26,500
ENTEGRIS INC COM 10,347 1,055 11.36 760,000
ENTROPIC COMMUNICATIONS INC COM -2,234 Sold Out 0
FERRO CORP COM 3,786 -1,136 (23.08) 300,000
GIGAMON INC COM 3,332 New 112,000
GLOBE SPECIALTY METALS INC COM 180 -75 (29.41) 8,522
GTT COMMUNICATIONS INC COM 5,286 5,286 New 282,500