0001140361-17-019985.txt : 20170512
0001140361-17-019985.hdr.sgml : 20170512
20170512130126
ACCESSION NUMBER: 0001140361-17-019985
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170331
FILED AS OF DATE: 20170512
DATE AS OF CHANGE: 20170512
EFFECTIVENESS DATE: 20170512
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: 17837550
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
03-31-2017
03-31-2017
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
05-12-2017
0
44
424829
false
INFORMATION TABLE
2
form13fInfoTable.xml
AMAZON COM INC
COM
023135106
53192
60000
SH
SOLE
60000
0
0
COHERENT INC
COM
192479103
24677
120000
SH
SOLE
120000
0
0
WAYFAIR INC
CL A
94419L101
21055
520000
SH
SOLE
520000
0
0
PIONEER NAT RES CO
COM
723787107
20485
110000
SH
SOLE
110000
0
0
FACEBOOK INC
COM
30303M102
19887
140000
SH
SOLE
140000
0
0
EOG RES INC
COM
26875P101
19510
200000
SH
SOLE
200000
0
0
ORACLE CORP
COM
68389X105
17844
400000
SH
SOLE
400000
0
0
ALPHABET INC
CAP STK CL A
02079K305
14413
17000
SH
SOLE
17000
0
0
PANDORA MEDIA INC
COM
698354107
14172
1200000
SH
SOLE
1200000
0
0
INTL BUSINESS MACHINES
COM
459200101
13931
80000
SH
SOLE
80000
0
0
TRIMBLE INC
COM
896239100
13444
420000
SH
SOLE
420000
0
0
SHOPIFY INC
CL A
82509L107
12256
180000
SH
SOLE
180000
0
0
APPLE INC
COM
037833100
11493
80000
SH
SOLE
80000
0
0
NEW RELIC INC
COM
64829B100
11121
300000
SH
SOLE
300000
0
0
COGNEX CORP
COM
192422103
10914
130000
SH
SOLE
130000
0
0
SOUTHWEST AIRLS CO
COM
844741108
10752
200000
SH
SOLE
200000
0
0
UNION PAC CORP
COM
907818108
10592
100000
SH
SOLE
100000
0
0
BANK OF AMER CORP
COM
060505104
8610
365000
SH
SOLE
365000
0
0
MICROSOFT CORP
COM
594918104
8562
130000
SH
SOLE
130000
0
0
NOVANTA INC
COM
67000B104
8496
320000
SH
SOLE
320000
0
0
JPMORGAN CHASE & CO
COM
46625H100
7906
90000
SH
SOLE
90000
0
0
WIX COM LTD
COM
M98068105
6790
100000
SH
SOLE
100000
0
0
INGEVITY CORP COM
SHS
45688C107
6085
100000
SH
SOLE
100000
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
6077
50000
SH
SOLE
50000
0
0
HEICO CORP NEW
CL A
422806208
6000
80000
SH
SOLE
80000
0
0
TWILIO INC
CL A
90138F102
5774
200000
SH
SOLE
200000
0
0
SBA COMMUNICATIONS CORP NEW
CL A
78410G104
4815
40000
SH
SOLE
40000
0
0
CROWN CASTLE INTL CORP NEW
COM
22822V101
4723
50000
SH
SOLE
50000
0
0
PDF SOLUTIONS INC
COM
693282105
4537
200595
SH
SOLE
200595
0
0
WELLS FARGO & CO NEW
COM
949746101
4453
80000
SH
SOLE
80000
0
0
OLD DOMINION FGHT LINES INC
COM
679580100
4279
50000
SH
SOLE
50000
0
0
UNITED CONT HLDGS INC
COM
910047109
4238
60000
SH
SOLE
60000
0
0
US BANCORP DEL
COM NEW
902973304
4120
80000
SH
SOLE
80000
0
0
KNIGHT TRANS INC
COM
499064103
3919
125000
SH
SOLE
125000
0
0
ALASKA AIR GROUP INC
COM
011659109
3689
40000
SH
SOLE
40000
0
0
PURE TECHNOLOGIES LTD
COM
745915108
3415
968400
SH
SOLE
968400
0
0
TRUECAR INC
COM
89785L107
3094
200000
SH
SOLE
200000
0
0
ASPEN AEROGELS INC
COM
04523Y105
2953
711500
SH
SOLE
711500
0
0
SUNTRUST BKS INC
COM
867914103
2765
50000
SH
SOLE
50000
0
0
CRITEO S A
SPON ADR
226718104
2500
50000
SH
SOLE
50000
0
0
DELTA AIR LINES INC DEL
COM NEW
247361702
2298
50000
SH
SOLE
50000
0
0
CLEAN HARBORS INC
COM
184496107
2225
40000
SH
SOLE
40000
0
0
GROUPON INC
COM
399473107
1965
500000
SH
SOLE
500000
0
0
IQE PLC
SHS
0961992GB
803
1050000
SH
SOLE
1050000
0
0