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) 156

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

Sector Weighting

Basic Materials 14.52%
Capital Goods 9.42%
Conglomerates
Consumer Cyclical 20.34%
Consumer/Non-Cyclical 6.03%
Energy 6.31%
Financial
Healthcare 0.57%
Services 13.3%
Technology 27.4%
Transportation
Utilities

57 Positions as of 03/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AEROVIRONMENT INC COM 4,887 -2,688 (35.48) 150,000
AK STL HLDG CORP COM 1,124 -5,754 (83.66) 125,000
ARCH COAL INC COM 1,012 1,012 New 350,000
BRIGGS & STRATTON CORP COM 990 -472 (32.26) 52,500
CALUMET SPECIALTY PRODS PTNRS UT LTD PARTNER 343 343 New 10,395
CERAGON NETWORKS LTD ORD -1,085 Sold Out 0
CHEROKEE INC DEL NEW COM 1,652 1,652 New 100,500
COMPASS MINERALS INTL INC COM 5,848 5,848 New 61,800
COOPER TIRE & RUBR CO COM 10,042 10,042 New 330,000
DOUGLAS DYNAMICS INC COM 1,295 1,295 New 75,000
DSP GROUP INC COM 337 New 40,000
ENTEGRIS INC COM 5,900 1,241 26.64 475,000
ENTROPIC COMMUNICATIONS INC COM 2,227 366 19.67 730,000
EVOGENE LTD SHS 889 New 60,000
EXTREME NETWORKS INC COM 1,198 659 122.22 250,000
FAIRWAY GROUP HLDGS CORP CL A -57 Sold Out 0
GLOBE SPECIALTY METALS INC COM 3,567 New 172,000
GREIF INC CL A 4,177 4,177 New 80,000
GSE SYS INC COM 652 652 New 399,742
HILLENBRAND INC COM 2,855 New 92,500