Hedge Fund - Harvey Partners

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No. Security Ticker Shares Value Activity % Port History
1. NPO 249,000 $56,274,000 +5% 5%
2. BWXT 289,500 $53,375,115 -14% 4.75%
3. AZZ 485,414 $52,973,230 -20% 4.71%
4. GLDD 3,700,551 $44,369,606 -1% 3.94%
5. ADEA 2,614,500 $43,923,600 -19% 3.91%