0001140361-17-031499.txt : 20170814 0001140361-17-031499.hdr.sgml : 20170814 20170814072527 ACCESSION NUMBER: 0001140361-17-031499 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170814 DATE AS OF CHANGE: 20170814 EFFECTIVENESS DATE: 20170814 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: 171026875 BUSINESS ADDRESS: STREET 1: ONE INTERNATIONAL PLACE, SUITE 4620 CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 617-526-8910 MAIL ADDRESS: STREET 1: ONE INTERNATIONAL PLACE, SUITE 4620 CITY: BOSTON STATE: MA ZIP: 02110 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001420816 XXXXXXXX 06-30-2017 06-30-2017 Telemark Asset Management, LLC

ONE INTERNATIONAL PLACE, SUITE 4620 BOSTON MA 02110

13F HOLDINGS REPORT 028-12649 N Brian C. Miley 617-526-8910 /s/ Brian C. Miley Boston MA 08-10-2017 0 43 462757 false INFORMATION TABLE 2 form13fInfoTable.xml AMAZON COM INC COM 023135106 58080 60000 SH SOLE 60000 0 0 PIONEER NAT RES CO COM 723787107 31916 200000 SH SOLE 200000 0 0 EOG RES INC COM 26875P101 30777 340000 SH SOLE 340000 0 0 WAYFAIR INC CL A 94419L101 30752 400000 SH SOLE 400000 0 0 COHERENT INC COM 192479103 26999 120000 SH SOLE 120000 0 0 FACEBOOK INC COM 30303M102 19627 130000 SH SOLE 130000 0 0 PANDORA MEDIA INC COM 698354107 17840 2000000 SH SOLE 2000000 0 0 ALPHABET INC CAP STK CL A 02079K305 15805 17000 SH SOLE 17000 0 0 TRIMBLE INC COM 896239100 14268 400000 SH SOLE 400000 0 0 AXON ENTERPRISE INC COM 05464C101 12570 500000 SH SOLE 500000 0 0 SOUTHWEST AIRLNS CO COM 844741108 12428 200000 SH SOLE 200000 0 0 NEW RELIC INC COMM 64829B100 12043 280000 SH SOLE 280000 0 0 ORACLE CORP COM 68389X105 11532 230000 SH SOLE 230000 0 0 SHOPIFY INC CL A 82509L107 11297 130000 SH SOLE 130000 0 0 APPLE INC COM 037833100 10802 75000 SH SOLE 75000 0 0 TRUECAR INC COM 89785L107 10164 510000 SH SOLE 510000 0 0 AMERICAN TOWER CORP NEW COM 03027X100 9924 75000 SH SOLE 75000 0 0 NOVANTA INC COM 67000B104 9900 275000 SH SOLE 275000 0 0 RED HAT INC COM 756577102 9575 100000 SH SOLE 100000 0 0 OKTA INC COM 679295105 9120 400000 SH SOLE 400000 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 8061 150000 SH SOLE 150000 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 7013 70000 SH SOLE 70000 0 0 MICROSOFT CORP COM 594918104 6893 100000 SH SOLE 100000 0 0 TERADYNE INC COM 880770102 6006 200000 SH SOLE 200000 0 0 COGNEX CORP COM COM 192422103 5943 70000 SH SOLE 70000 0 0 WIX COM LTD COM M98068105 5916 85000 SH SOLE 85000 0 0 UNION PAC CORP COM 907818108 5446 50000 SH SOLE 50000 0 0 HEICO CORP NEW CL A 422806208 4964 80000 SH SOLE 80000 0 0 CIMAREX ENERGY CO COM 171798101 4701 50000 SH SOLE 50000 0 0 INGEVITY CORP COM SHS 45688C107 4592 80000 SH SOLE 80000 0 0 UNITED CONT HLDGS INC COM 910047109 4515 60000 SH SOLE 60000 0 0 TILE SHOP HLDGS INC COM 88677Q109 4130 200000 SH SOLE 200000 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 4047 30000 SH SOLE 30000 0 0 PURE TECHNOLOGIES LTD COM 745915108 3653 968400 SH SOLE 968400 0 0 APPIAN CORP COM 03782L101 3630 200000 SH SOLE 200000 0 0 AAR CORP COM 000361105 3476 100000 SH SOLE 100000 0 0 ASPEN AEROGELS INC COM 04523Y105 3166 711500 SH SOLE 711500 0 0 AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 2513 544044 SH SOLE 544044 0 0 CLEAN HARBORS INC COM 184496107 2233 40000 SH SOLE 40000 0 0 CRITEO S A SPON ADR 226718104 1962 40000 SH SOLE 40000 0 0 TRECORA RES COM 894648104 1688 150000 SH SOLE 150000 0 0 IQE PLC SHS 0961992GB 1477 1350000 SH SOLE 1350000 0 0 HUBSPOT INC COM 443573100 1315 20000 SH SOLE 20000 0 0