0001140361-15-030667.txt : 20150810 0001140361-15-030667.hdr.sgml : 20150810 20150810151257 ACCESSION NUMBER: 0001140361-15-030667 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150810 DATE AS OF CHANGE: 20150810 EFFECTIVENESS DATE: 20150810 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: 151040433 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 06-30-2015 06-30-2015 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 08-06-2015 0 31 378803 false INFORMATION TABLE 2 form13fInfoTable.xml AMAZONCOM INC COM 023135106 43409 100000 SH SOLE 100000 0 0 TABLEAU SOFTWARE INC CL A 87336U105 36896 320000 SH SOLE 320000 0 0 MOBILEYE NV AMSTELVEEN ORD SHS N51488117 21268 400000 SH SOLE 400000 0 0 ARM HLDGS PLC SPONSORED ADR 042068106 20693 420000 SH SOLE 420000 0 0 COGNEX CORP COM 192422103 20683 430000 SH SOLE 430000 0 0 LIFEPOINT HEALTH INC COM 53219L109 19999 230000 SH SOLE 230000 0 0 APPLE INC COM 037833100 18814 150000 SH SOLE 150000 0 0 ACUITY BRANDS INC COM 00508Y102 17998 100000 SH SOLE 100000 0 0 COSTAR GROUP INC COM 22160N109 16101 80000 SH SOLE 80000 0 0 HEICO CORP NEW COM 422806109 14575 250001 SH SOLE 250001 0 0 NOVARTIS AG SPONSORED ADR 66987V109 13768 140000 SH SOLE 140000 0 0 DELPHI AUTOMOTIVE PLC SHS G27823106 13614 160000 SH SOLE 160000 0 0 TRANSDIGM GROUP INC COM 893641100 13480 60000 SH SOLE 60000 0 0 CORE MARK HOLDING CO INC COM 218681104 13266 223904 SH SOLE 223904 0 0 GENTHERM INC COM 37253A103 12080 220000 SH SOLE 220000 0 0 NEW RELIC INC COM 64829B100 10557 300000 SH SOLE 300000 0 0 SNAP ON INC COM 833034101 8759 55000 SH SOLE 55000 0 0 MAGNA INTL INC COM 559222401 8414 150000 SH SOLE 150000 0 0 MOTORCAR PTS AMER INC COM 620071100 8010 266200 SH SOLE 266200 0 0 KENNEDY-WILSON HLDG INC COM 489398107 7377 300000 SH SOLE 300000 0 0 FACEBOOK INC CL A 30303M102 6861 80000 SH SOLE 80000 0 0 DELUXE CORP COM 248019101 5580 90000 SH SOLE 90000 0 0 PURE TECHNOLOGIES LTD COM 745915108 5448 939000 SH SOLE 939000 0 0 MINERALS TECHNOLOGIES INC COM 603158106 4769 70000 SH SOLE 70000 0 0 APPLIED MICRO CIRCUITS CORP COM NEW 03822W406 3375 500000 SH SOLE 500000 0 0 TECHTARGET INC COM 87874R100 3282 367500 SH SOLE 367500 0 0 UNITED CONTL HLDGS INC COM 910047109 3181 60000 SH SOLE 60000 0 0 ANALOG DEVICES INC COM 032654105 2567 40000 SH SOLE 40000 0 0 WORKIVA INC COM CL A 98139A105 1946 140700 SH SOLE 140700 0 0 WAYFAIR INC CL A 94419L101 1882 50000 SH SOLE 50000 0 0 DIGITAL TURBINE INC COM NEW 25400W102 151 50000 SH SOLE 50000 0 0