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) 172

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

Sector Weighting

Basic Materials 15.25%
Capital Goods 12.77%
Conglomerates
Consumer Cyclical 16.03%
Consumer/Non-Cyclical 5.22%
Energy 0.69%
Financial
Healthcare 1.77%
Services 13.43%
Technology 27.78%
Transportation
Utilities

60 Positions as of 09/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ENTRAVISION COMMUNICATIONS CP CL A 7,130 6,809 2,122.22 1,000,000
GREIF INC CL A -4,355 Sold Out 0
MCCLATCHY CO CL A 809 130 19.07 240,000
ABRAXAS PETE CORP COM 1,196 New 400,000
AK STL HLDG CORP COM 3,010 1,866 163.16 500,000
COMPASS MINERALS INTL INC COM 8,179 1,937 31.03 95,000
COOPER TIRE & RUBR CO COM 5,157 -3,868 (42.86) 160,000
CYPRESS SEMICONDUCTOR CORP COM 6,516 -1,217 (15.74) 455,000
DRIL-QUIP INC COM -2,600 Sold Out 0
ENTEGRIS INC COM 8,968 1,741 24.09 682,500
ENTROPIC COMMUNICATIONS INC COM 1,635 New 730,000
FERRO CORP COM 5,203 5,203 New 390,000
GIGAMON INC COM 1,921 1,921 New 112,000
GLOBE SPECIALTY METALS INC COM 196 -2,591 (92.98) 12,072
GSE SYS INC COM -549 Sold Out 0
HILLENBRAND INC COM 3,063 New 92,500
HORSEHEAD HLDG CORP COM 1,894 New 125,000
IMMERSION CORP COM 202 22 12.50 22,500
INTRALINKS HLDGS INC COM 10,240 2,048 25 925,000
INTREPID POTASH INC COM 537 537 New 40,000


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