0001140361-16-076009.txt : 20160812 0001140361-16-076009.hdr.sgml : 20160812 20160812065705 ACCESSION NUMBER: 0001140361-16-076009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160630 FILED AS OF DATE: 20160812 DATE AS OF CHANGE: 20160812 EFFECTIVENESS DATE: 20160812 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: 161826191 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 06-30-2016 06-30-2016 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 08-05-2016 0 34 434680 false INFORMATION TABLE 2 form13fInfoTable.xml AMAZON COM INC COM 023135106 50093 70000 SH SOLE 70000 0 0 WAYFAIR INC COM CL A 94419L101 28860 740000 SH SOLE 740000 0 0 EOG RES INC COM 26875P101 25026 300000 SH SOLE 300000 0 0 RAYTHEON CO COM NEW 755111507 24471 180000 SH SOLE 180000 0 0 PIONEER NAT RES CO COM 723787107 22682 150000 SH SOLE 150000 0 0 FACEBOOK INC CL A 30303M102 21713 190000 SH SOLE 190000 0 0 CONCHO RES INC COM 20605P101 21469 180000 SH SOLE 180000 0 0 PANDORA MEDIA INC COM 698354107 20543 1650000 SH SOLE 1650000 0 0 ACUITY BRANDS INC COM 00508Y102 17357 70000 SH SOLE 70000 0 0 SALESFORCE COM INC COM 79466L302 15882 200000 SH SOLE 200000 0 0 ALPHABET INC CL A 02079K305 14071 20000 SH SOLE 20000 0 0 CORE MARK HOLDING CO INC COM 218681104 14058 300000 SH SOLE 300000 0 0 NEW RELIC INC COM 64829B100 13809 470000 SH SOLE 470000 0 0 GOLDCORP INC NEW COM 380956409 13391 700000 SH SOLE 700000 0 0 UNION PAC CORP COM 907818108 13088 150000 SH SOLE 150000 0 0 SPDR GOLD TR GOLD SHS GOLD SHS 78463V107 12652 100000 SH SOLE 100000 0 0 CLEAN HARBORS INC COM 184496107 11204 215000 SH SOLE 215000 0 0 COGNEX CORP COM 192422103 10775 250000 SH SOLE 250000 0 0 LKQ CORP COM 501889208 9510 300000 SH SOLE 300000 0 0 ARM HLDGS PLC SPONS ADR 042068106 9102 200000 SH SOLE 200000 0 0 CIMAREX ENERGY CO COM 171798101 8352 70000 SH SOLE 70000 0 0 AGNICO EAGLE MINES LTD COM 008474108 8025 150000 SH SOLE 150000 0 0 MARTIN MARIETTA MATLS COM 573284106 7680 40000 SH SOLE 40000 0 0 MOTORCAR PTS AMER INC COM 620071100 6964 256200 SH SOLE 256200 0 0 SHOPIFY INC CL A 82509L107 5537 180000 SH SOLE 180000 0 0 HEICO CORP NEW COM 422806208 5365 100000 SH SOLE 100000 0 0 PTC INC COM 69370C100 5073 135000 SH SOLE 135000 0 0 NOVAGOLD RES INC COM NEW 66987E206 4284 700000 SH SOLE 700000 0 0 PURE TECHNOLOGIES LTD COM 745915108 4231 928400 SH SOLE 928400 0 0 ARCAM - AB COM W05243238 4061 158643 SH SOLE 158643 0 0 RANDGOLD RES LTD ADR 752344309 3361 30000 SH SOLE 30000 0 0 II VI INC COM 902104108 1126 60000 SH SOLE 60000 0 0 NOVANTA INC COM 67000B104 682 45000 SH SOLE 45000 0 0 TWILIO INC CL A 90138F102 183 5000 SH SOLE 5000 0 0