0001493152-23-028650.txt : 20230814 0001493152-23-028650.hdr.sgml : 20230814 20230814171529 ACCESSION NUMBER: 0001493152-23-028650 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 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: 231171990 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 true false 0001406484 XXXXXXXX 06-30-2023 06-30-2023 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 08-14-2023 0 41 817738576 INFORMATION TABLE 2 infotable.xml ADEIA INC COM 00676P107 33855750 3075000 SH SOLE 3075000 0 0 ADTRAN HOLDINGS INC COM 00486H105 11514555 1093500 SH SOLE 1093500 0 0 AIR PRODS & CHEMS INC COM 009158106 13928145 46500 SH SOLE 46500 0 0 ANALOG DEVICES INC COM 032654105 29318905 150500 SH SOLE 150500 0 0 APPLIED DIGITAL CORP COM NEW 038169207 4048961 433044 SH SOLE 433044 0 0 AZZ INC COM 002474104 30639300 705000 SH SOLE 705000 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 4464000 40000 SH SOLE 40000 0 0 BWX TECHNOLOGIES INC COM 05605H100 40794900 570000 SH SOLE 570000 0 0 CABOT CORP COM 127055101 19264320 288000 SH SOLE 288000 0 0 CHART INDS INC COM 16115Q308 33875480 212000 SH SOLE 212000 0 0 COMPASS MINERALS INTL INC COM 20451N101 22780000 670000 SH SOLE 670000 0 0 COPART INC COM 217204106 20339830 223000 SH SOLE 223000 0 0 CROWN HLDGS INC COM 228368106 22759940 262000 SH SOLE 262000 0 0 CTS CORP COM 126501105 14110530 331000 SH SOLE 331000 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 5158890 33000 SH SOLE 33000 0 0 ENPRO INDS INC COM 29355X107 26973060 202000 SH SOLE 202000 0 0 EVENTBRITE INC COM CL A 29975E109 18049500 1890000 SH SOLE 1890000 0 0 EVERBRIDGE INC COM 29978A104 19717700 733000 SH SOLE 733000 0 0 GREAT LAKES DREDGE & DOCK CO COM 390607109 27376800 3355000 SH SOLE 3355000 0 0 HARVARD BIOSCIENCE INC COM 416906105 13856760 2524000 SH SOLE 2524000 0 0 HUNTINGTON INGALLS INDS INC COM 446413106 29132800 128000 SH SOLE 128000 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 9235500 25000 SH Put SOLE 25000 0 0 MANCHESTER UTD PLC NEW ORD CL A G5784H106 4266500 175000 SH SOLE 175000 0 0 MARTIN MARIETTA MATLS INC COM 573284106 14081545 30500 SH SOLE 30500 0 0 MATRIX SVC CO COM 576853105 9759730 1657000 SH SOLE 1657000 0 0 MKS INSTRS INC COM 55306N104 16755500 155000 SH SOLE 155000 0 0 MRC GLOBAL INC COM 55345K103 19686850 1955000 SH SOLE 1955000 0 0 NLIGHT INC COM 65487K100 10470180 679000 SH SOLE 679000 0 0 ORION S.A. COM L72967109 42641590 2009500 SH SOLE 2009500 0 0 RENTOKIL INITIAL PLC SPONSORED ADR 760125104 23113425 592500 SH SOLE 592500 0 0 RISKIFIED LTD SHS CL A M8216R109 7290000 1500000 SH SOLE 1500000 0 0 SEALED AIR CORP NEW COM 81211K100 15300000 382500 SH SOLE 382500 0 0 STERICYCLE INC COM 858912108 13932000 300000 SH SOLE 300000 0 0 SUMMIT MATLS INC CL A 86614U100 16994650 449000 SH SOLE 449000 0 0 THERMON GROUP HLDGS INC COM 88362T103 44860900 1686500 SH SOLE 1686500 0 0 VALMONT INDS INC COM 920253101 16298800 56000 SH SOLE 56000 0 0 VARONIS SYS INC COM 922280102 32193200 1208000 SH SOLE 1208000 0 0 VIMEO INC COMMON STOCK 92719V100 14914400 3620000 SH SOLE 3620000 0 0 VISHAY PRECISION GROUP INC COM 92835K103 24649025 663500 SH SOLE 663500 0 0 WASTE CONNECTIONS INC COM 94106B101 29800905 208500 SH SOLE 208500 0 0 XPERI INC COMMON STOCK 98423J101 9533750 725000 SH SOLE 725000 0 0