0001567619-19-010515.txt : 20190513 0001567619-19-010515.hdr.sgml : 20190513 20190513123659 ACCESSION NUMBER: 0001567619-19-010515 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190513 DATE AS OF CHANGE: 20190513 EFFECTIVENESS DATE: 20190513 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: 19817602 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 03-31-2019 03-31-2019 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 05-13-2019 0 37 791625 false INFORMATION TABLE 2 form13fInfoTable.xml AAR CORP COM 000361105 6502 200000 SH SOLE 200000 0 0 ADYEN N V ORD SHR 00BZ1HM42 11756 15000 SH SOLE 15000 0 0 ALPHABET INC CAP STK CL A 02079K305 47076 40000 SH SOLE 40000 0 0 AMAZON COM COM 023135106 89038 50000 SH SOLE 50000 0 0 AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 10211 794044 SH SOLE 794044 0 0 ANAPLAN INC COM 03272L108 15744 400000 SH SOLE 400000 0 0 ANGIES LIST INC COM 034754101 5404 350000 SH SOLE 350000 0 0 ARISTA NETWORKS INC COM 040413106 15723 50000 SH SOLE 50000 0 0 ASPEN AEROGELS INC COM 04523Y105 3862 1514500 SH SOLE 1514500 0 0 BAKER HUGHES CL A 05722G100 27720 1000000 SH SOLE 1000000 0 0 BENEFITFOCUS INC COM 08180D106 9904 200000 SH SOLE 200000 0 0 BROADCOM LTD COM 11135F101 15036 50000 SH SOLE 50000 0 0 BROOKS AUTOMATION INC COM 114340102 8799 300000 SH SOLE 300000 0 0 CARGURUS INC COM CL A 141788109 24036 400000 SH SOLE 400000 0 0 CODEXIS INC COM 192005106 68776 3350000 SH SOLE 3350000 0 0 CORNING INC COM 219350105 9930 300000 SH SOLE 300000 0 0 GLAUKOS CORP COM 377322102 7837 100000 SH SOLE 100000 0 0 HALLIBURTON CO COM 406216101 5860 200000 SH SOLE 200000 0 0 HEICO CORP NEW CL A 422806208 10508 125000 SH SOLE 125000 0 0 HEICO CORP NEW COM 422806109 9487 100000 SH SOLE 100000 0 0 IAC INTERACTIVECORP COM 44919P508 16809 80000 SH SOLE 80000 0 0 INGEVITY CORP COM 45688C107 15842 150000 SH SOLE 150000 0 0 INNOSPEC INC COM 45768S105 7710 92500 SH SOLE 92500 0 0 MICROSOFT CORP COM 594918104 11794 100000 SH SOLE 100000 0 0 NEW RELIC INC COM 64829B100 14805 150000 SH SOLE 150000 0 0 NOVANTA INC COM 67000B104 25419 300000 SH SOLE 300000 0 0 OKTA INC CL A 679295105 33092 400000 SH SOLE 400000 0 0 PLANET FITNESS INC CL A 72703H101 17180 250000 SH SOLE 250000 0 0 SALESFORCE COM INC COM 79466L302 7919 50000 SH SOLE 50000 0 0 SCHLUMBERGER COM 806857108 43570 1000000 SH SOLE 1000000 0 0 SQUARE INC CL A 852234103 3746 50000 SH SOLE 50000 0 0 TERADYNE INC COM 880770102 23904 600000 SH SOLE 600000 0 0 TWILIO INC CL A 90138F102 71049 550000 SH SOLE 550000 0 0 VERISK ANALYTICS INC COM 92345Y106 32691 245800 SH SOLE 245800 0 0 WAYFAIR INC CL A 94419L101 44535 300000 SH SOLE 300000 0 0 WORKDAY INC CL A 98138H101 7714 40000 SH SOLE 40000 0 0 ZSCALER INC COM 98980G102 10640 150000 SH SOLE 150000 0 0