0001140361-13-041724.txt : 20131112
0001140361-13-041724.hdr.sgml : 20131111
20131112144653
ACCESSION NUMBER: 0001140361-13-041724
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20130930
FILED AS OF DATE: 20131112
DATE AS OF CHANGE: 20131112
EFFECTIVENESS DATE: 20131112
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Telemark Asset Management, LLC
CENTRAL INDEX KEY: 0001420816
IRS NUMBER: 200269453
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12649
FILM NUMBER: 131209651
BUSINESS ADDRESS:
STREET 1: ONE INTERNATIONAL PLACE, SUITE 2401
CITY: BOSTON
STATE: MA
ZIP: 02110
BUSINESS PHONE: 617-526-8910
MAIL ADDRESS:
STREET 1: ONE INTERNATIONAL PLACE, SUITE 2401
CITY: BOSTON
STATE: MA
ZIP: 02110
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001420816
XXXXXXXX
09-30-2013
09-30-2013
Telemark Asset Management, LLC
ONE INTERNATIONAL PLACE, SUITE 2401
BOSTON
MA
02110
13F HOLDINGS REPORT
028-12649
N
Brian C. Miley
Chief Financial Officer
617-526-8910
/s/ Brian C. Miley
Boston
MA
11-12-2013
0
50
335925
false
INFORMATION TABLE
2
form13fInfoTable.xml
AMAZON.COM INC
Equity
023135106
25011
80000
SH
SOLE
80000
0
0
ARM HOLDINGS PLC-SPONS ADR
Equity
042068106
24060
500000
SH
SOLE
500000
0
0
GENERAL MOTORS ORD
Equity
37045V100
14388
400000
SH
SOLE
400000
0
0
AIXTRON AG-SPONSORED ADR
Equity
009606104
13568
800000
SH
SOLE
800000
0
0
KLA-TENCOR CORPORATION
Equity
482480100
13387
220000
SH
SOLE
220000
0
0
SPDR GOLD TRUST GOLD SHARES NPV
Equity
78463V107
12818
100000
SH
SOLE
100000
0
0
TOYOTA MOTOR CORP ADR-EACH REP 2 ORD NPV LVLIII(SPON)
Equity
892331307
11523
90000
SH
SOLE
90000
0
0
GREEN PLAINS RENEWABLE ENERG
Equity
393222104
10914
680000
SH
SOLE
680000
0
0
CREE INC
Equity
225447101
10232
170000
SH
SOLE
170000
0
0
STRATASYS- LTD
Equity
M85548101
10126
100000
SH
SOLE
100000
0
0
LIONS GATE ENTERTAINMENT CORP COM NPV
Equity
535919203
8763
250000
SH
SOLE
250000
0
0
MAZDA MOTOR CORP
Equity
J41551102
8674
1950000
SH
SOLE
1950000
0
0
COSTAR GROUP INC
Equity
22160N109
8396
50000
SH
SOLE
50000
0
0
BANK OF AMERICA -CORP
Equity
060505104
8280
600000
SH
SOLE
600000
0
0
DELTA AIR LINES INC
Equity
247361702
8257
350000
SH
SOLE
350000
0
0
FEI COMPANY
Equity
30241L109
7902
90000
SH
SOLE
90000
0
0
ACUITY BRANDS INC
Equity
00508Y102
7362
80000
SH
SOLE
80000
0
0
FORD MOTOR CO
Equity
345370860
6748
400000
SH
SOLE
400000
0
0
CORE MARK HLDG CO INC
Equity
218681104
6644
100000
SH
SOLE
100000
0
0
AGNICO-EAGLE MINES - LTD
Equity
008474108
6618
250000
SH
SOLE
250000
0
0
FREEPORT-MCMORAN COPPER
Equity
35671D857
6616
200000
SH
SOLE
200000
0
0
SILVER WHEATON CORP
Equity
828336107
6440
260000
SH
SOLE
260000
0
0
WASTE CONNECTIONS INC
Equity
941053100
6357
140000
SH
SOLE
140000
0
0
PORTFOLIO RECOVERY ASSOCIATE
Equity
73640Q105
5993
100000
SH
SOLE
100000
0
0
SALESFORCE.COM INC
Equity
79466L302
5710
110000
SH
SOLE
110000
0
0
METHODE ELECTRONICS INC
Equity
591520200
5564
198700
SH
SOLE
198700
0
0
SALIX PHARMACEUTICALS LTD
Equity
795435106
5350
80000
SH
SOLE
80000
0
0
ROYAL GOLD INC
Equity
780287108
4866
100000
SH
SOLE
100000
0
0
KENNEDY WILSON HOLDINGS - INC
Equity
489398107
4733
255000
SH
SOLE
255000
0
0
BEST BUY CO INC
Equity
086516101
4688
125000
SH
SOLE
125000
0
0
TRIPADVISOR - INC
Equity
896945201
4550
60000
SH
SOLE
60000
0
0
TASER INTERNATIONAL INC
Equity
87651B104
4464
300000
SH
SOLE
300000
0
0
ISETAN MITSUKOSHI HOLDINGS
Equity
J25038100
4440
300000
SH
SOLE
300000
0
0
GOLDCORP
Equity
380956409
4422
170000
SH
SOLE
170000
0
0
STAG INDUSTRIAL INC
Equity
85254J102
4024
200000
SH
SOLE
200000
0
0
NOMURA HOLDINGS INC
Equity
655361103
3894
500000
SH
SOLE
500000
0
0
ASAHI KASEI - ORD
Equity
J0242P110
3761
500000
SH
SOLE
500000
0
0
TAKASHIMAYA CO LTD
Equity
J81195125
3742
400000
SH
SOLE
400000
0
0
J FRONT RETAILING CO LTD
Equity
J11677101
3233
400000
SH
SOLE
400000
0
0
APPLIED MICRO CIRCUITS
Equity
03822W406
2580
200000
SH
SOLE
200000
0
0
ATMEL CORP
Equity
049513104
2232
300000
SH
SOLE
300000
0
0
TD AMERITRADE HOLDING CORP
Equity
87236Y108
2094
80000
SH
SOLE
80000
0
0
BLACK DIAMOND INC
Equity
09202G101
2067
170000
SH
SOLE
170000
0
0
GENTHERM - INC
Equity
37253A103
1909
100000
SH
SOLE
100000
0
0
PURE TECHNOLOGIES LTD
Equity
745915108
1879
400000
SH
SOLE
400000
0
0
SCHLUMBERGER LIMITED COM USD0.01
Equity
806857108
1767
20000
SH
SOLE
20000
0
0
F5 NETWORKS INC
Equity
315616102
1716
20000
SH
SOLE
20000
0
0
DELUXE CORP
Equity
248019101
1666
40000
SH
SOLE
40000
0
0
MCEWEN MINING - INC
Equity
58039P107
1200
500000
SH
SOLE
500000
0
0
PGT INC COM
Equity
69336V101
297
30000
SH
SOLE
30000
0
0