0001567619-18-000576.txt : 20180813
0001567619-18-000576.hdr.sgml : 20180813
20180813145840
ACCESSION NUMBER: 0001567619-18-000576
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180630
FILED AS OF DATE: 20180813
DATE AS OF CHANGE: 20180813
EFFECTIVENESS DATE: 20180813
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: 181011938
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
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true
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0001420816
XXXXXXXX
06-30-2018
06-30-2018
Telemark Asset Management, LLC
ONE INTERNATIONAL PLACE, SUITE 4620
BOSTON
MA
02110
13F HOLDINGS REPORT
028-12649
N
Brian C. Miley
Chief Financial Officer
617-526-8910
/s/ Brian C. Miley
Boston
MA
08-13-2018
0
55
794623
false
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SH
SOLE
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0
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ALIBABA GROUP HLDG LTD
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SH
SOLE
30000
0
0
ALPHABET INC
CAP STK CL A
02079K305
11292
11292
SH
SOLE
10000
0
0
AMAZON COM INC
COM
023135106
101988
60000
SH
SOLE
60000
0
0
AMERICAN SUPERCONDUCTOR CORP
SHS NEW
030111207
3808
544044
SH
SOLE
544044
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
5767
40000
SH
SOLE
40000
0
0
ANDEAVOR
COM
03349M105
13118
100000
SH
SOLE
100000
0
0
ANGI HOMESERVICES INC
COM CL A
00183L102
6152
400000
SH
SOLE
400000
0
0
APPIAN CORP
CL A
03782L101
13379
370000
SH
SOLE
370000
0
0
ASPEN AEROGELS INC
COM
04523Y105
5103
1041500
SH
SOLE
1041500
0
0
AXON ENTERPRISE INC
COM
05464C101
25272
400000
SH
SOLE
400000
0
0
BARRETT BUSINESS SERVICES IN
COM
068463108
2726
28233
SH
SOLE
28233
0
0
CARGURUS INC
COM CL A
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500000
SH
SOLE
500000
0
0
CODEXIS INC
COM
192005106
48240
3350000
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SOLE
3350000
0
0
EOG RES INC
COM
26875P101
31108
250000
SH
SOLE
250000
0
0
EVERSPIN TECHNOLOGIES INC
COM
30041T104
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297700
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FACEBOOK INC
COM
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SOLE
90000
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FLIR SYS INC
COM
302445101
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SH
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125000
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GLENCORE INTL PLC
Equity (UNSPONSORED ADR)
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HEICO CORP NEW
CL A
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COM
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300000
0
0
HUNT J B TRANS SVCS INC
COM
445658107
24310
200000
SH
SOLE
200000
0
0
IAC INTERACTIVECORP
COM
44919P508
15249
100000
SH
SOLE
100000
0
0
INGEVITY CORP
COM
45688C107
12129
150000
SH
SOLE
150000
0
0
IQE PLC ORD
ORD
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SH
SOLE
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0
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KANSAS CITY SOUTHERN
COM NEW
485170302
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150000
SH
SOLE
150000
0
0
KOPIN CORP
COM
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1542
539000
SH
SOLE
539000
0
0
MICROSOFT CORP
COM
594918104
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100000
SH
SOLE
100000
0
0
MOSAIC CO NEW
COM
61945C103
8415
300000
SH
SOLE
300000
0
0
NATIONAL OILWELL VARCO INC
COM
637071101
4340
100000
SH
SOLE
100000
0
0
NEW RELIC INC
COM
64829B100
28165
280000
SH
SOLE
280000
0
0
NOBLE ENERGY INC
COM
655044105
5292
150000
SH
SOLE
150000
0
0
NOVANTA INC
COM
67000B104
17133
275000
SH
SOLE
275000
0
0
OKTA INC
CL A
679295105
20148
400000
SH
SOLE
400000
0
0
PARSLEY ENERGY INC
CL A
701877102
6056
200000
SH
SOLE
200000
0
0
PHILLIPS 66
COM
718546104
22462
200000
SH
SOLE
200000
0
0
PIONEER NAT RES CO
COM
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18924
100000
SH
SOLE
100000
0
0
PIVOTAL SOFTWARE INC
COM CL A
72582H107
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300000
SH
SOLE
300000
0
0
RED HAT INC
COM
756577102
6719
50000
SH
SOLE
50000
0
0
RIO TINTO PLC
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767204100
5548
100000
SH
SOLE
100000
0
0
SCHNITZER STL INDS
CL A
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400000
SH
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SCORPIO TANKERS INC
SHS
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SH
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SOUTHERN COPPER CORP
COM
84265V105
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80000
SH
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SPOTIFY TECHNOLOGY S A
SHS
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SH
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TECHTARGET INC
COM
87874R100
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100000
SH
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0
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TECK RESOURCES LTD
CL B
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400000
SH
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TENARIS S A
SPONSORED ADR
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SH
SOLE
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0
TRIMBLE INC
COM
896239100
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200000
SH
SOLE
200000
0
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UNION PAC CORP
COM
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130000
SH
SOLE
130000
0
0
VALERO ENERGY CORP NEW
COM
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150000
SH
SOLE
150000
0
0
VERISK ANALYTICS INC
COM
92345Y106
21528
200000
SH
SOLE
200000
0
0
WANDISCO PLC
Equity (ORD 10p)
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352940
SH
SOLE
352940
0
0
WAYFAIR INC
CL A
94419L101
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300000
SH
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300000
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0
WHITING PETE CORP NEW
COM NEW
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200000
SH
SOLE
200000
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WILDHORSE RESOURCE DEV CORP
COM
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SH
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