0001140361-14-020625.txt : 20140514 0001140361-14-020625.hdr.sgml : 20140514 20140514082027 ACCESSION NUMBER: 0001140361-14-020625 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140514 DATE AS OF CHANGE: 20140514 EFFECTIVENESS DATE: 20140514 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: 14839270 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 03-31-2014 03-31-2014 Telemark Asset Management, LLC

ONE INTERNATIONAL PLACE, SUITE 2401 BOSTON MA 02110

13F HOLDINGS REPORT 028-12649 N Brian C. Miley 617-526-8910 /s/ Brian C. Miley Boston MA 05-14-2014 0 45 396675 false INFORMATION TABLE 2 form13fInfoTable.xml ACUITY BRANDS INC Equity 00508Y102 15908400 120000 SH SOLE 120000 0 0 AGNICO-EAGLE MINES - LTD Equity 008474108 9075000 300000 SH SOLE 300000 0 0 AIXTRON AG-SPONSORED ADR Equity 009606104 13040000 800000 SH SOLE 800000 0 0 AMAZON.COM INC- Equity 023135106 26909200 80000 SH SOLE 80000 0 0 APPLE INC Equity 037833100 10734800 20000 SH SOLE 20000 0 0 ARCAM - AB Equity W05243238 3653444 120000 SH SOLE 120000 0 0 ARCHER DANIELS MIDLAND Equity 039483102 8678000 200000 SH SOLE 200000 0 0 ARM HOLDINGS PLC-SPONS ADR Equity 042068106 22936500 450000 SH SOLE 450000 0 0 BANK OF AMERICA CORP Equity 060505104 11180000 650000 SH SOLE 650000 0 0 CAMECO - ORD Equity 13321L108 5725000 250000 SH SOLE 250000 0 0 CORE MARK HLDG CO INC Equity 218681104 7260000 100000 SH SOLE 100000 0 0 COSTAR GROUP INC Equity 22160N109 5602200 30000 SH SOLE 30000 0 0 CREE INC Equity 225447101 9615200 170000 SH SOLE 170000 0 0 DELTA AIR LINES INC Equity 247361702 15592500 450000 SH SOLE 450000 0 0 DELUXE CORP Equity 248019101 6296400 120000 SH SOLE 120000 0 0 EOG RESOURCES INC Equity 26875P101 3923400 20000 SH SOLE 20000 0 0 FEI COMPANY Equity 30241L109 10302000 100000 SH SOLE 100000 0 0 FRANCO NEVADA - CORP Equity 351858105 11465000 250000 SH SOLE 250000 0 0 GENTHERM - INC Equity 37253A103 10589600 305000 SH SOLE 305000 0 0 GOLDCORP INC Equity 380956409 4896000 200000 SH SOLE 200000 0 0 GOOGLE CL A ORD Equity 38259P508 11145100 10000 SH SOLE 10000 0 0 GREEN PLAINS RENEWABLE ENERG Equity 393222104 17976000 600000 SH SOLE 600000 0 0 IROBOT CORP COM Equity 462726100 4926000 120000 SH SOLE 120000 0 0 KENNEDY WILSON HOLDINGS - INC Equity 489398107 4502000 200000 SH SOLE 200000 0 0 KLA-TENCOR CORPORATION Equity 482480100 13136600 190000 SH SOLE 190000 0 0 MCEWEN MINING - INC Equity 58039P107 2133000 900000 SH SOLE 900000 0 0 PURE TECHNOLOGIES LTD Equity 745915108 4300199 711400 SH SOLE 711400 0 0 RANGE RESOURCES CORP Equity 75281A109 8297000 100000 SH SOLE 100000 0 0 RITCHIE BROS AUCTIONEERS Equity 767744105 3619500 150000 SH SOLE 150000 0 0 ROYAL GOLD INC Equity 780287108 11271600 180000 SH SOLE 180000 0 0 SALESFORCE.COM INC Equity 79466L302 9134400 160000 SH SOLE 160000 0 0 SALIX PHARMACEUTICALS LTD Equity 795435106 10361000 100000 SH SOLE 100000 0 0 SEAGATE TECHNOLOGY - PLC Equity G7945M107 561600 10000 SH SOLE 10000 0 0 SILVER WHEATON CORP Equity 828336107 3405000 150000 SH SOLE 150000 0 0 SOUTHWEST AIRLINES CO Equity 844741108 4722000 200000 SH SOLE 200000 0 0 SPDR GOLD TRUST GOLD SHARES - NPV Equity 78463V107 12361000 100000 SH SOLE 100000 0 0 STAG INDUSTRIAL INC Equity 85254J102 3615000 150000 SH SOLE 150000 0 0 STRATASYS- LTD Equity M85548101 6365400 60000 SH SOLE 60000 0 0 TASER INTERNATIONAL INC Equity 87651B104 10059500 550000 SH SOLE 550000 0 0 TRIPADVISOR - INC Equity 896945201 9059000 100000 SH SOLE 100000 0 0 UBS AG-REG Equity H89231338 6216000 300000 SH SOLE 300000 0 0 UNITED CONTINENTAL HOLDINGS Equity 910047109 8926000 200000 SH SOLE 200000 0 0 VEECO INSTRUMENTS INC Equity 922417100 8386000 200000 SH SOLE 200000 0 0 WASTE CONNECTIONS INC Equity 941053100 7894800 180000 SH SOLE 180000 0 0 WESTERN DIGITAL CORP Equity 958102105 918200 10000 SH SOLE 10000 0 0