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) 206

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

Sector Weighting

Basic Materials 13.56%
Capital Goods 13.34%
Conglomerates
Consumer Cyclical 14.44%
Consumer/Non-Cyclical 4.9%
Energy 0%
Financial 0.6%
Healthcare 1.11%
Services 16.62%
Technology 27.74%
Transportation
Utilities

61 Positions as of 12/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ABRAXAS PETE CORP COM -1,456 Sold Out 0
AK STL HLDG CORP COM 3,808 1,428 60 800,000
AMERICAN AIRLS GROUP INC COM 3,614 3,614 New 75,000
ANALOGIC CORP COM PAR $0.05 6,959 304 4.58 80,000
BROOKS AUTOMATION INC COM 727 727 New 65,000
BUILDERS FIRSTSOURCE INC COM 9,743 9,743 New 750,000
COMPASS MINERALS INTL INC COM 9,134 668 7.90 102,500
COOPER TIRE & RUBR CO COM -6,686 Sold Out 0
CYPRESS SEMICONDUCTOR CORP COM -6,020 Sold Out 0
CYTEC INDS INC COM 1,465 1,465 New 26,500
ENTEGRIS INC COM 10,351 1,056 11.36 760,000
ENTRAVISION COMMUNICATIONS CP CL A 6,580 New 1,000,000
ENTROPIC COMMUNICATIONS INC COM -2,234 Sold Out 0
EVINE LIVE INC CL A 1,956 1,956 New 300,000
EVOGENE LTD SHS -603 Sold Out 0
FERRO CORP COM 3,792 -1,138 (23.08) 300,000
FIDELITY NATIONAL FINANCIAL IN FNFV GROUP COM 1,244 1,244 New 85,000
GIGAMON INC COM 2,576 New 112,000
GLOBE SPECIALTY METALS INC COM 178 -74 (29.41) 8,522
GOOGLE INC CL A 4,795 4,795 New 9,000


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