0001567619-20-002868.txt : 20200212 0001567619-20-002868.hdr.sgml : 20200212 20200212110459 ACCESSION NUMBER: 0001567619-20-002868 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200212 DATE AS OF CHANGE: 20200212 EFFECTIVENESS DATE: 20200212 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: 20601443 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 12-31-2019 12-31-2019 Telemark Asset Management, LLC

ONE INTERNATIONAL PLACE, SUITE 4620 BOSTON MA 02110

13F HOLDINGS REPORT 028-12649 Y The Institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Brian C. Miley 617-526-8910 /s/ Brian C. Miley Boston MA 02-05-2020 0 50 690007 false INFORMATION TABLE 2 form13fInfoTable.xml AMAZON COM INC COM 023135106 92392 50000 SH SOLE 50000 0 0 CODEXIS INC COM 192005106 53567 3350000 SH SOLE 3350000 0 0 TERADYNE INC COM 880770102 30686 450000 SH SOLE 450000 0 0 SCHLUMBERGER LTD COM 806857108 24120 600000 SH SOLE 600000 0 0 CARGURUS INC COM CL A 141788109 23747 675000 SH SOLE 675000 0 0 BAKER HUGES COMPANY CL A 05722G100 23067 900000 SH SOLE 900000 0 0 UNITED RENTALS INC COM 911363109 21680 130000 SH SOLE 130000 0 0 JPMORGAN CHASE & CO COM 46625H100 20910 150000 SH SOLE 150000 0 0 INNOSPEC INC COM 45768S105 20688 200000 SH SOLE 200000 0 0 WAYFAIR INC CL A 94419L101 20333 225000 SH SOLE 225000 0 0 HESS CORP COM 42809H107 20043 300000 SH SOLE 300000 0 0 NOVANTA INC COM 67000B104 19457 220000 SH SOLE 220000 0 0 ASML HOLDING N V COM 00B908F01 17756 60000 SH SOLE 60000 0 0 ALPHABET INC CAP STK CL A 02079K305 16073 12000 SH SOLE 12000 0 0 BROOKS AUTOMATION INC COM 114340102 14686 350000 SH SOLE 350000 0 0 HEICO CORP NEW COM 422806109 14269 125000 SH SOLE 125000 0 0 ASPEN AEROGELS INC COM 04523Y105 13388 1725311 SH SOLE 1725311 0 0 TRIMBLE INC COM 896239100 12507 300000 SH SOLE 300000 0 0 FACEBOOK INC CL A 30303M102 12315 60000 SH SOLE 60000 0 0 LAM RESEARCH CORP COM 512807108 11696 40000 SH SOLE 40000 0 0 OKTA INC CL A 679295105 11537 100000 SH SOLE 100000 0 0 BANK AMER CORP COM 060505104 11447 325000 SH SOLE 325000 0 0 HEICO CORP NEW COM 422806109 11191 125000 SH SOLE 125000 0 0 MICROSOFT CORP COM 594918104 11039 70000 SH SOLE 70000 0 0 ANAPLAN INC COM 03272L108 10480 200000 SH SOLE 200000 0 0 LIBERTY LATIN AMERICAN LTD CLASS C COM 00BD9Q3Q6 10314 530000 SH SOLE 530000 0 0 HALLIBURTON CO COM 406216101 9788 400000 SH SOLE 400000 0 0 FRONTDOOR INC COM 35905A109 9484 200000 SH SOLE 200000 0 0 ADVANCED MICRO DEVICES INC COM 007903107 9172 200000 SH SOLE 200000 0 0 UBER TECHNOLOGIES INC COM 90353T100 8922 300000 SH SOLE 300000 0 0 INGEVITY CORP COM 45688C107 8301 95000 SH SOLE 95000 0 0 TECHTARGET INC COM 87874R100 7900 302700 SH SOLE 302700 0 0 CARDLYTICS INC COM 14161W105 7543 120000 SH SOLE 120000 0 0 EVERQUOTE INC COM 29977G102 6870 200000 SH SOLE 200000 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6795 30000 SH SOLE 30000 0 0 TIMKEN CO COM 887389104 6757 120000 SH SOLE 120000 0 0 ZYNGA INC CL A 98986T108 6732 1100000 SH SOLE 1100000 0 0 BWX TECHNOLOGIES INC COM 05605H100 6643 107000 SH SOLE 107000 0 0 VERISK ANALYTICS INC COM 92345Y106 5974 40000 SH SOLE 40000 0 0 FLIR SYS INC COM 302445101 5207 100000 SH SOLE 100000 0 0 SP PLUS CORP COM 78469C103 5134 121000 SH SOLE 121000 0 0 ACTIVISION BLIZZARD INC COM 00507V109 4754 80000 SH SOLE 80000 0 0 LYFT INC CL A COM 55087P104 4302 100000 SH SOLE 100000 0 0 OIL STS INTL INC COM 678026105 3670 225000 SH SOLE 225000 0 0 HELIX ENERGY SOLUTIONS GRP I COM 42330P107 3371 350000 SH SOLE 350000 0 0 MOLECULAR TEMPLATES INC COM 608550109 3147 225000 SH SOLE 225000 0 0 APPIAN CORP CL A 03782L101 3057 80000 SH SOLE 80000 0 0 TWILIO INC CL A 90138F102 2948 30000 SH SOLE 30000 0 0 AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 2120 270000 SH SOLE 270000 0 0 PFENEX INC COM 717071104 2031 185000 SH SOLE 185000 0 0