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