0001567619-19-021359.txt : 20191114 0001567619-19-021359.hdr.sgml : 20191114 20191114103848 ACCESSION NUMBER: 0001567619-19-021359 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191114 DATE AS OF CHANGE: 20191114 EFFECTIVENESS DATE: 20191114 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: 191217427 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 09-30-2019 09-30-2019 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 11-14-2019 0 38 639397 false INFORMATION TABLE 2 form13fInfoTable.xml AMAZON COM INC COM 023135106 86796 50000 SH SOLE 50000 0 0 CODEXIS INC COM 192005106 45945 3350000 SH SOLE 3350000 0 0 SCHLUMBERGER LTD COM 806857108 34170 1000000 SH SOLE 1000000 0 0 WAYFAIR INC CL A 94419L101 33636 300000 SH SOLE 300000 0 0 TERADYNE INC COM 880770102 31851 550000 SH SOLE 550000 0 0 BAKER HUGHES A GE CO CL A 05722G100 30160 1300000 SH SOLE 1300000 0 0 UNITED RENTALS INC COM 911363109 28044 225000 SH SOLE 225000 0 0 VERISK ANALYTICS INC COM 92345Y106 23721 150000 SH SOLE 150000 0 0 CARGURUS INC COM CL A 141788109 21665 700000 SH SOLE 700000 0 0 NOVANTA INC COM 67000B104 20430 250000 SH SOLE 250000 0 0 BLACKSTONE GROUP INC COM CL A 09260D107 19536 400000 SH SOLE 400000 0 0 ANAPLAN INC COM 03272L108 18800 400000 SH SOLE 400000 0 0 FMC TECHNOLOGIES INC COM 30249U101 16898 700000 SH SOLE 700000 0 0 LYFT INC CL A COM 55087P104 16336 400000 SH SOLE 400000 0 0 FRONTDOOR INC COM 35905A109 14571 300000 SH SOLE 300000 0 0 INNOSPEC INC COM 45768S105 14262 160000 SH SOLE 160000 0 0 APPIAN CORP CL A 03782L101 14250 300000 SH SOLE 300000 0 0 TWILIO INC CL A 90138F102 13745 125000 SH SOLE 125000 0 0 BROOKS AUTOMATION INC COM 114340102 12961 350000 SH SOLE 350000 0 0 HEI CO CORP NEW COM 422806109 12488 100000 SH SOLE 100000 0 0 NVIDIA CORP COM 67066G104 12185 70000 SH SOLE 70000 0 0 HEICO CORP NEW COM 422806109 12164 125000 SH SOLE 125000 0 0 OKTA INC CL A 679295105 9846 100000 SH SOLE 100000 0 0 MICROSOFT CORP COM 594918104 9732 70000 SH SOLE 70000 0 0 HALLIBURTON CO COM 406216101 9425 500000 SH SOLE 500000 0 0 ASPEN AEROGELS INC COM 04523Y105 9178 1550311 SH SOLE 1550311 0 0 INGEVITY CORP COM 45688C107 8484 100000 SH SOLE 100000 0 0 TECHTARGET INC COM 87874R100 7884 350000 SH SOLE 350000 0 0 KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 7260 200000 SH SOLE 200000 0 0 LIBERTY LATIN AMERICAN LTD CLASS C COM 00BD9Q3Q6 6838 400000 SH SOLE 400000 0 0 OLD DOMINION FREIGHT LINE IN COM 679580100 6799 40000 SH SOLE 40000 0 0 ZYNGA INC CL A 98986T108 5820 1000000 SH SOLE 1000000 0 0 LAM RESEARCH CORP COM 512807108 5778 25000 SH SOLE 25000 0 0 OIL STS INTL INC COM 678026105 5320 400000 SH SOLE 400000 0 0 FRANKS INTL COM 00BCRY5H0 3563 750000 SH SOLE 750000 0 0 AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 3528 450000 SH SOLE 450000 0 0 HELIX ENERGY SOLUTIONS GRP I COM 42330P107 2821 350000 SH SOLE 350000 0 0 DRIL QUIP INC COM 262037104 2509 50000 SH SOLE 50000 0 0