Harvey Capital Management as of Sept. 30, 2012
Portfolio Holdings for Harvey Capital Management
Harvey Capital Management holds 0 positions in its portfolio as reported in the September 2012 quarterly 13F filing
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FORM 13F INFORMATION
VALUE SHARES/ SH/ PUT/ INVSTM OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (X$1000) PRN AMT PRN CALL DSCRTN MGRS SOLE SHARED NONE
ACTIVISION COM 00507V109 4236 375700 SH SOLE 0 0 375700
ANCESTRY.COM COM 032803108 4740 157600 SH SOLE 0 0 157600
APPLE COMPUTER INC COM 037833100 19212 28800 SH SOLE 0 0 28800
ARM HOLDINGS PLC-SPONS ADR SPON ADR 042068106 699 25000 SH SOLE 0 0 25000
BAIDU.COM SPON ADR REP A 056752108 1794 15350 SH SOLE 0 0 15350
BERKSHIRE HATHAWAY INC. CL-A CL A 084670108 265 2 SH SOLE 0 0 2
BOEING CO COM 097023105 1412 20300 SH SOLE 0 0 20300
CF INDS HLDGS INC COM COM 125269100 988 4450 SH SOLE 0 0 4450
CARRIZO COM 144577103 1615 64600 SH SOLE 0 0 64600
CELGENE CORP COM 151020104 10167 133087 SH SOLE 0 0 133087
CHICAGO BRIDGE & IRON COMPA NY REG SH 167250109 952 25000 SH SOLE 0 0 25000
CISCO SYSTEMS COM 17275R102 1519 79600 SH SOLE 0 0 79600
CLEAN ENERGY FUELS CORP COM 184499101 2336 177400 SH SOLE 0 0 177400
COMCAST CL A VTG CL A 20030N101 1865 52202 SH SOLE 0 0 52202
COMCAST SPL A CL A SPL 20030N200 374 10772 SH SOLE 0 0 10772
CONCHO RESOURCES COM 20605P101 2662 28100 SH SOLE 0 0 28100
DEERE & CO COM 244199105 239 2900 SH SOLE 0 0 2900
THE WALT DISNEY CO. COM DISNEY 254687106 1071 20500 SH SOLE 0 0 20500
EMC CORPORATION COM 268648102 7949 291500 SH SOLE 0 0 291500
EOG RESOURCES INC COM 26875P101 5445 48600 SH SOLE 0 0 48600
EBAY COM 278642103 3081 63700 SH SOLE 0 0 63700
EXPRESS SCRIPTS HLDGCO COM COM 30219G108 1565 25000 SH SOLE 0 0 25000
FREEPORT MCMORAN COPPER & G COM 35671D857 1698 42911 SH SOLE 0 0 42911
GENERAL ELECTRIC CO COM 369604103 2178 95913 SH SOLE 0 0 95913
GILEAD SCIENCES COM 375558103 9090 137050 SH SOLE 0 0 137050
GOOGLE INC CL A 38259P508 4523 5995 SH SOLE 0 0 5995
HARRIS & HARRIS GROUP INC COM 413833104 37 10000 SH SOLE 0 0 10000
INTL BUSINESS MACH COM 459200101 1327 6400 SH SOLE 0 0 6400
ISHARES S^P 500 INDEX FUND S^P 500 INDEX 464287200 577 4000 SH SOLE 0 0 4000
ISHARES S^P500/BARRA GROWTH IN S^P 500 GRW 464287309 700 9000 SH SOLE 0 0 9000
ISHARES TR IBOXX $ HIGH YIE HIGH YLD CORP 464288513 507 5500 SH SOLE 0 0 5500
ISHARES SILVER TRUST ISHARES 46428Q109 267 8000 SH SOLE 0 0 8000
KINDER MORGAN ENERGY PARTNERS UT LTD PARTNER 494550106 330 4000 SH SOLE 0 0 4000
LOWE'S COMPANIES COM 548661107 414 13700 SH SOLE 0 0 13700
MAGNUM HUNTER RES CORP DEL C COM 55973B102 4545 1023800 SH SOLE 0 0 1023800
MARATHON OIL CORP COM 565849106 2868 97000 SH SOLE 0 0 97000
MICROSOFT CORP COM 594918104 3098 104100 SH SOLE 0 0 104100
MONSANTO CO NEW COM 61166W101 819 9000 SH SOLE 0 0 9000
MOSAIC CO NEW COM COM 61945C103 3710 64400 SH SOLE 0 0 64400
NATIONAL GRID NEW ADR EACH R SPON ADR NEW 636274300 830 15000 SH SOLE 0 0 15000
NORTH AMERICAN PALLADIUM COM 656912102 19 10000 SH SOLE 0 0 10000
NOVARTIS AG-ADR COM 66987V109 1577 25750 SH SOLE 0 0 25750
ORACLE CORPORATION COM 68389X105 814 25900 SH SOLE 0 0 25900
PEPSICO INC COM 713448108 403 5700 SH SOLE 0 0 5700
PLAINS EXPLORATION & PRODUCT COM 726505100 5759 153703 SH SOLE 0 0 153703
POTASH CORP SASK INC COM COM 73755L107 616 14200 SH SOLE 0 0 14200
QUALCOMM INC COM 747525103 8055 128952 SH SOLE 0 0 128952
ROSETTA RESOURCES INC COM 777779307 747 15600 SH SOLE 0 0 15600
SM ENERGY CO COM COM 78454L100 2750 50825 SH SOLE 0 0 50825
SHAW GROUP INC COM 820280105 872 20000 SH SOLE 0 0 20000
SOCIEDAD QUIMICA MINERA DE CH SPON ADR SER B 833635105 2373 38500 SH SOLE 0 0 38500
VERIFONE SYSTEMS I COM 92342Y109 3371 121050 SH SOLE 0 0 121050
VODAFONE GROUP SPON ADR REP 10 SPON ADR NEW 92857W209 2553 89600 SH SOLE 0 0 89600
CHECK POINT SOFTWARETECHNOLOGI ORD M22465104 3857 80100 SH SOLE 0 0 80100
YANDEX N.V. COM USD0.01 CL SHS CLASS A N97284108 1101 45600 SH SOLE 0 0 45600