0001567619-18-005660.txt : 20181113
0001567619-18-005660.hdr.sgml : 20181113
20181113103010
ACCESSION NUMBER: 0001567619-18-005660
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180930
FILED AS OF DATE: 20181113
DATE AS OF CHANGE: 20181113
EFFECTIVENESS DATE: 20181113
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: 181176009
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
09-30-2018
09-30-2018
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
11-09-2018
0
39
802399
false
INFORMATION TABLE
2
form13fInfoTable.xml
AAR CORP
COM
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9578
200000
SH
SOLE
200000
0
0
ALPHABET INC
CAP STK CL A
02079K305
18106
15000
SH
SOLE
15000
0
0
AMAZON.COM
COM
023135106
100150
50000
SH
SOLE
50000
0
0
AMERICAN SUPERCONDUCTOR
SHS NEW
030111207
3781
544044
SH
SOLE
544044
0
0
ANDEAVOR
COM
03349M105
19955
130000
SH
SOLE
130000
0
0
ANGI HOMESERVICES INC COM CL A
COM CL A
00183L102
9392
400000
SH
SOLE
400000
0
0
APPIAN
CL A
03782L101
8937
270000
SH
SOLE
270000
0
0
ASPEN AEROGELS INC
COM
04523Y105
4760
1041500
SH
SOLE
1041500
0
0
AXON ENTERPRISE INC
CM
05464C101
13686
200000
SH
SOLE
200000
0
0
CARGURUS CL A
COM CL A
141788109
27845
500000
SH
SOLE
500000
0
0
CODEXIS INC
COM
192005106
57453
3350000
SH
SOLE
3350000
0
0
EOG RESOURCES
COM
26875P101
16584
130000
SH
SOLE
130000
0
0
EVERSPIN TECHNOLOGIES INC
COM
30041T104
3493
454869
SH
SOLE
454869
0
0
FLIR SYSTEMS
COM
302445101
27662
450000
SH
SOLE
450000
0
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HEICO CL A
CL A
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9438
125000
SH
SOLE
125000
0
0
HESS CORP
COM
42809H107
35790
500000
SH
SOLE
500000
0
0
HUNT J B TRANS SVCS INC
COM
445658107
17841
150000
SH
SOLE
150000
0
0
IAC INTERACTIVECORP
COM
44919P508
21672
100000
SH
SOLE
100000
0
0
INGEVITY CORP
COM
45688C107
15282
150000
SH
SOLE
150000
0
0
INNOSPEC INC
COM
45768S105
7675
100000
SH
SOLE
100000
0
0
KANSAS CITY SOUTHERN
COM NEW
485170302
28320
250000
SH
SOLE
250000
0
0
LIVEPERSON
COM
538146101
7785
300000
SH
SOLE
300000
0
0
MICROSOFT CORP
COM
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11437
100000
SH
SOLE
100000
0
0
NEW RELIC INC
COM
64829B100
18846
200000
SH
SOLE
200000
0
0
NOVANTA INC
COM
67000B104
18810
275000
SH
SOLE
275000
0
0
OKTA INC
CL A
679295105
28144
400000
SH
SOLE
400000
0
0
PHILLIPS 66
COM
718546104
33816
300000
SH
SOLE
300000
0
0
SCHNITZER STL INDS
CL A
806882106
6763
250000
SH
SOLE
250000
0
0
SCORPIO TANKERS INC
SHS
Y7542C106
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8000000
SH
SOLE
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0
0
TELADOC HEALTH INC
COM
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25905
300000
SH
SOLE
300000
0
0
TRIMBLE INC
COM
896239100
17384
400000
SH
SOLE
400000
0
0
TWILIO
CL A
90138F102
17256
200000
SH
SOLE
200000
0
0
UNION PACIFIC CORP
COM
907818108
32566
200000
SH
SOLE
200000
0
0
VALERO ENERGY CORP
COM
91913Y100
17063
150000
SH
SOLE
150000
0
0
VERISK ANALYTICS
COM
92345Y106
29631
245800
SH
SOLE
245800
0
0
WANDISCO PLC
EQUITY (ORD 10P)
G9381R103
2681
321187
SH
SOLE
321187
0
0
WAYFAIR INC CL A
CL A
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44301
300000
SH
SOLE
300000
0
0
WHITING PETE CORP
CO NEW
966387409
10608
200000
SH
SOLE
200000
0
0
YEXT INC
COM
98585N106
5925
250000
SH
SOLE
250000
0
0