0001140361-18-023151.txt : 20180514 0001140361-18-023151.hdr.sgml : 20180514 20180514100911 ACCESSION NUMBER: 0001140361-18-023151 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180514 DATE AS OF CHANGE: 20180514 EFFECTIVENESS DATE: 20180514 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: 18829056 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 03-31-2018 03-31-2018 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 05-14-2018 0 57 685429 false INFORMATION TABLE 2 form13fInfoTable.xml 2U INC COM 90214J101 12605 150000 SH SOLE 150000 0 0 AMAZON COM INC COM 023135106 86840 60000 SH SOLE 60000 0 0 AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 3166 544044 SH SOLE 544044 0 0 AMERICAN TOWER CORP NEW COM 03027X100 12354 85000 SH SOLE 85000 0 0 ANDEAVOR COM 03349M105 10056 100000 SH SOLE 100000 0 0 ANGI HOMESERVICES INC COM CL A 00183L102 4753 350000 SH SOLE 350000 0 0 APPIAN CORP CL A 03782L101 9317 370000 SH SOLE 370000 0 0 ARCH COAL INC CL A 039380407 11944 130000 SH SOLE 130000 0 0 ASPEN AEROGELS INC COM 04523Y105 4447 1041500 SH SOLE 1041500 0 0 AXON ENTERPRISE INC COM 05464C101 19655 500000 SH SOLE 500000 0 0 BANK AMER CORP COM 060505104 7797 260000 SH SOLE 260000 0 0 BARRETT BUSINESS SERVICES IN COM 068463108 2340 28233 SH SOLE 28233 0 0 CABOT MICROELECTRONICS CORP COM 12709P103 2142 20000 SH SOLE 20000 0 0 CARGURUS INC COM CL A 141788109 8463 220000 SH SOLE 220000 0 0 CLOUDERA INC COM 18914U100 8632 400000 SH SOLE 400000 0 0 CODEXIS INC COM 192005106 35750 3250000 SH SOLE 3250000 0 0 COHERENT INC COM 192479103 22488 120000 SH SOLE 120000 0 0 CONCHO RES INC COM 20605P101 1503 10000 SH SOLE 10000 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 7673 70000 SH SOLE 70000 0 0 EOG RES INC COM 26875P101 26318 250000 SH SOLE 250000 0 0 FACEBOOK INC COM 30303M102 14381 90000 SH SOLE 90000 0 0 GLENCORE INTL PLC SHS G39420107 4989 1000000 SH SOLE 1000000 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 2519 10000 SH SOLE 10000 0 0 HALLIBURTON CO COM 406216101 9388 200000 SH SOLE 200000 0 0 HEICO CORP NEW CL A 422806208 7095 100000 SH SOLE 100000 0 0 HUNT J B TRANS SVCS INC COM 445658107 17573 150000 SH SOLE 150000 0 0 IAC INTERACTIVECORP COM 44919P508 15638 100000 SH SOLE 100000 0 0 INGEVITY CORP COM 45688C107 5895 80000 SH SOLE 80000 0 0 INTEL CORP COM 458140100 20832 400000 SH SOLE 400000 0 0 IQE PLC ORD ORD 0961992GB 9009 5000000 SH SOLE 5000000 0 0 JPMORGAN CHASE & CO COM 46625H100 8798 80000 SH SOLE 80000 0 0 MARATHON PETE CORP COM 56585A102 15353 210000 SH SOLE 210000 0 0 MATCH GROUP INC COM 57665R106 2222 50000 SH SOLE 50000 0 0 MICROSOFT CORP COM 594918104 9127 100000 SH SOLE 100000 0 0 MORGAN STANLEY COM NEW 617446448 2698 50000 SH SOLE 50000 0 0 MOSAIC CO NEW COM 61945C103 4856 200000 SH SOLE 200000 0 0 NEW RELIC INC COM 64829B100 20754 280000 SH SOLE 280000 0 0 NOVANTA INC COM 67000B104 14341 275000 SH SOLE 275000 0 0 OIL STS INTL INC COM 678026105 3930 150000 SH SOLE 150000 0 0 OKTA INC CL A 679295105 15940 400000 SH SOLE 400000 0 0 PHILLIPS 66 COM 718546104 14388 150000 SH SOLE 150000 0 0 PIONEER NAT RES CO COM 723787107 1718 10000 SH SOLE 10000 0 0 RED HAT INC COM 756577102 14951 100000 SH SOLE 100000 0 0 RIO TINTO PLC SPONSORED ADR 767204100 5153 100000 SH SOLE 100000 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 8546 50000 SH SOLE 50000 0 0 SCHNITZER STL INDS CL A 806882106 3235 100000 SH SOLE 100000 0 0 SOUTHERN COPPER CORP COM 84265V105 4334 80000 SH SOLE 80000 0 0 SUNTRUST BKS INC COM 867914103 6804 100000 SH SOLE 100000 0 0 TECHTARGET INC COM 87874R100 944 47500 SH SOLE 47500 0 0 TECK RESOURCES LTD CL B 878742204 10304 400000 SH SOLE 400000 0 0 TERADYNE INC COM 880770102 11428 250000 SH SOLE 250000 0 0 TRIMBLE INC COM 896239100 14352 400000 SH SOLE 400000 0 0 UNION PAC CORP COM 907818108 13443 100000 SH SOLE 100000 0 0 UNITED RENTALS INC COM 911363109 17273 100000 SH SOLE 100000 0 0 VALERO ENERGY CORP NEW COM 91913Y100 13916 150000 SH SOLE 150000 0 0 VERISK ANALYTICS INC COM 92345Y106 20800 200000 SH SOLE 200000 0 0 WAYFAIR INC CL A 94419L101 20259 300000 SH SOLE 300000 0 0