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
Chief Financial Officer
617-526-8910
/s/ Brian C. Miley
Boston
MA
08-06-2015
0
31
378803
false
INFORMATION TABLE
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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