0001140361-16-086016.txt : 20161114 0001140361-16-086016.hdr.sgml : 20161111 20161114094755 ACCESSION NUMBER: 0001140361-16-086016 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161114 DATE AS OF CHANGE: 20161114 EFFECTIVENESS DATE: 20161114 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: 161991385 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 09-30-2016 09-30-2016 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 11-03-2016 0 36 482059 false
INFORMATION TABLE 2 form13fInfoTable.xml AMAZON COM INC COM 023135106 58612 70000 SH SOLE 70000 0 0 EOG RES INC COM 26875P101 29013 300000 SH SOLE 300000 0 0 PIONEER NAT RES CO COM 723787107 27848 150000 SH SOLE 150000 0 0 WAYFAIR INC CL A 94419L101 27559 700000 SH SOLE 700000 0 0 CONCHO RES INC COM 20605P101 24723 180000 SH SOLE 180000 0 0 RAYTHEON CO COM NEW 755111507 24503 180000 SH SOLE 180000 0 0 FACEBOOK INC CL A 30303M102 24371 190000 SH SOLE 190000 0 0 UNION PAC CORP COM 907818108 21944 225000 SH SOLE 225000 0 0 PANDORA MEDIA INC COM 698354107 19346 1350000 SH SOLE 1350000 0 0 ACUITY BRANDS INC COM 00508Y102 18522 70000 SH SOLE 70000 0 0 NEW RELIC INC COM 64829B100 18010 470000 SH SOLE 470000 0 0 ALPHABET INC CAP STK CL A 02079K305 16081 20000 SH SOLE 20000 0 0 COGNEX CORP COM 192422103 13215 250000 SH SOLE 250000 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 12564 100000 SH SOLE 100000 0 0 GOLDCORP INC NEW COM 380956409 11564 700000 SH SOLE 700000 0 0 INTEL CORP COM 458140100 11325 300000 SH SOLE 300000 0 0 APPLE INC COM 037833100 11305 100000 SH SOLE 100000 0 0 LKQ CORP COM 501889208 10638 300000 SH SOLE 300000 0 0 RANDGOLD RES LTD ADR 752344309 10007 100000 SH SOLE 100000 0 0 CIMAREX ENERGY CO COM 171798101 9406 70000 SH SOLE 70000 0 0 PTC INC COM 69370C100 8862 200000 SH SOLE 200000 0 0 SHOPIFY INC CL A 82509L107 8584 200000 SH SOLE 200000 0 0 CORE MARK HOLDING CO INC COM 218681104 8234 230000 SH SOLE 230000 0 0 CLEAN HARBORS INC COM 184496107 8157 170000 SH SOLE 170000 0 0 AGNICO EAGLE MINES LTD COM 008474108 8127 150000 SH SOLE 150000 0 0 MARTIN MARIETTA MATLS INC COM 573284106 7164 40000 SH SOLE 40000 0 0 HEICO CORP NEW CL A 422806208 6051 100000 SH SOLE 100000 0 0 NOVAGOLD RES INC COM NEW 66987EZ06 4480 800000 SH SOLE 800000 0 0 PURE TECHNOLOGIES LTD COM 745915108 4145 928400 SH SOLE 928400 0 0 NOVANTA INC COM 67000B104 4121 237526 SH SOLE 237526 0 0 RED HAT INC COM 756577102 3233 40000 SH SOLE 40000 0 0 TWILIO INC CL A 90138F102 2574 40000 SH SOLE 40000 0 0 PDF SOLUTIONS INC COM 693282105 2558 140800 SH SOLE 140800 0 0 HALLIBURTON CO COM 406216101 2244 50000 SH SOLE 50000 0 0 OCLARO INC COM NEW 67555N206 1924 225000 SH SOLE 225000 0 0 LUMENTUM HLDGS INC COM 55024U109 1044 25000 SH SOLE 25000 0 0