0001214659-23-015099.txt : 20231114 0001214659-23-015099.hdr.sgml : 20231114 20231114160014 ACCESSION NUMBER: 0001214659-23-015099 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Harvey Partners, LLC CENTRAL INDEX KEY: 0001406484 IRS NUMBER: 203760303 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12901 FILM NUMBER: 231405495 BUSINESS ADDRESS: STREET 1: 120 WHITE PLAINS ROAD STREET 2: SUITE 430 CITY: TARRYTOWN STATE: NY ZIP: 10591 BUSINESS PHONE: (212) 389-8760 MAIL ADDRESS: STREET 1: 120 WHITE PLAINS ROAD STREET 2: SUITE 430 CITY: TARRYTOWN STATE: NY ZIP: 10591 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001406484 XXXXXXXX 09-30-2023 09-30-2023 false Harvey Partners, LLC

120 White Plains Road Suite 430 Tarrytown NY 10591

13F HOLDINGS REPORT 028-12901 000160681 801-73395 N Jeffrey Moskowitz 212-782-3737 /s/ Jeffrey Moskowitz New York NY 11-14-2023 0 42 788732081 INFORMATION TABLE 2 infotable.xml ADEIA INC COM 00676P107 33818220 3166500 SH SOLE 3166500 0 0 AIR PRODS & CHEMS INC COM 009158106 13603200 48000 SH SOLE 48000 0 0 ANALOG DEVICES INC COM 032654105 18034270 103000 SH SOLE 103000 0 0 APPLIED DIGITAL CORP COM NEW 038169207 2449200 392500 SH SOLE 392500 0 0 ARMSTRONG WORLD INDS INC NEW COM 04247X102 13068000 181500 SH SOLE 181500 0 0 ASPEN AEROGELS INC COM 04523Y105 2601500 302500 SH SOLE 302500 0 0 AZZ INC COM 002474104 32133900 705000 SH SOLE 705000 0 0 BWX TECHNOLOGIES INC COM 05605H100 43863300 585000 SH SOLE 585000 0 0 CABOT CORP COM 127055101 7836169 113125 SH SOLE 113125 0 0 CHART INDS INC COM 16115Q308 35938000 212500 SH SOLE 212500 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 11062240 83000 SH SOLE 83000 0 0 COMPASS MINERALS INTL INC COM 20451N101 19229600 688000 SH SOLE 688000 0 0 COPART INC COM 217204106 20112258 466750 SH SOLE 466750 0 0 CROWN HLDGS INC COM 228368106 23181760 262000 SH SOLE 262000 0 0 CTS CORP COM 126501105 14285515 342250 SH SOLE 342250 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 5731950 35000 SH SOLE 35000 0 0 ENPRO INDS INC COM 29355X107 25086330 207000 SH SOLE 207000 0 0 EVENTBRITE INC COM CL A 29975E109 19830925 2011250 SH SOLE 2011250 0 0 EVERBRIDGE INC COM 29978A104 17005570 758500 SH SOLE 758500 0 0 GREAT LAKES DREDGE & DOCK CO COM 390607109 27337100 3430000 SH SOLE 3430000 0 0 HARVARD BIOSCIENCE INC COM 416906105 10997250 2557500 SH SOLE 2557500 0 0 HUNTINGTON INGALLS INDS INC COM 446413106 28283185 138250 SH SOLE 138250 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 8061075 22500 SH Put SOLE 22500 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1767400 10000 SH Call SOLE 10000 0 0 MANCHESTER UTD PLC NEW ORD CL A G5784H106 3463250 175000 SH SOLE 175000 0 0 MARTIN MARIETTA MATLS INC COM 573284106 15187760 37000 SH SOLE 37000 0 0 MATRIX SVC CO COM 576853105 19552600 1657000 SH SOLE 1657000 0 0 MKS INSTRS INC COM 55306N104 14235830 164500 SH SOLE 164500 0 0 MRC GLOBAL INC COM 55345K103 20038750 1955000 SH SOLE 1955000 0 0 NLIGHT INC COM 65487K100 7711600 741500 SH SOLE 741500 0 0 ORION S.A. COM L72967109 33643680 1581000 SH SOLE 1581000 0 0 RENTOKIL INITIAL PLC SPONSORED ADR 760125104 23915775 645500 SH SOLE 645500 0 0 RISKIFIED LTD SHS CL A M8216R109 10931200 2440000 SH SOLE 2440000 0 0 SEALED AIR CORP NEW COM 81211K100 14343390 436500 SH SOLE 436500 0 0 STERICYCLE INC COM 858912108 21192540 474000 SH SOLE 474000 0 0 SUMMIT MATLS INC CL A 86614U100 16223940 521000 SH SOLE 521000 0 0 THERMON GROUP HLDGS INC COM 88362T103 41526399 1511700 SH SOLE 1511700 0 0 VARONIS SYS INC COM 922280102 38648370 1265500 SH SOLE 1265500 0 0 VIMEO INC COMMON STOCK 92719V100 14160000 4000000 SH SOLE 4000000 0 0 VISHAY PRECISION GROUP INC COM 92835K103 22280330 663500 SH SOLE 663500 0 0 WASTE CONNECTIONS INC COM 94106B101 29210250 217500 SH SOLE 217500 0 0 XPERI INC COMMON STOCK 98423J101 7148500 725000 SH SOLE 725000 0 0