0001567619-21-009661.txt : 20210512 0001567619-21-009661.hdr.sgml : 20210512 20210512132559 ACCESSION NUMBER: 0001567619-21-009661 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210512 DATE AS OF CHANGE: 20210512 EFFECTIVENESS DATE: 20210512 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: 21914513 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 03-31-2021 03-31-2021 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 04-30-2021 0 64 1181127 false INFORMATION TABLE 2 form13fInfoTable.xml AMAZON.COM INC COM 023135106 108293 35000 SH SOLE 35000 0 0 CODEXIS INC COM 192005106 56184 2454500 SH SOLE 2454500 0 0 ASPEN AEROGELS INC COM 04523Y105 41189 2025000 SH SOLE 2025000 0 0 CATERPILLAR INC COM 149123101 34781 150000 SH SOLE 150000 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 33253 275000 SH SOLE 275000 0 0 TRIPADVISOR INC COM 896945201 32274 600000 SH SOLE 600000 0 0 ATLAS AIR WORLDWIDE HLDINGS IN COM NEW 049164205 31731 525000 SH SOLE 525000 0 0 TRIMBLE INC COM 896239100 31116 400000 SH SOLE 400000 0 0 MODERNA INC COM 60770K107 30773 235000 SH SOLE 235000 0 0 AXON ENTERPRISE INC COM 05464C101 30620 215000 SH SOLE 215000 0 0 ZOOM VIDEO COMMUNICATIONS INC CL A 98980L101 28916 90000 SH SOLE 90000 0 0 HEI CO CORP NEW COM 422806109 28305 225000 SH SOLE 225000 0 0 SP PLUS CORP COM 78469C103 27852 849400 SH SOLE 849400 0 0 ALASKA AIR GROUP INC COM 011659109 26646 385000 SH SOLE 385000 0 0 NOVANTA INC COM 67000B104 25059 190000 SH SOLE 190000 0 0 TWILIO INC CL A 90138F102 23853 70000 SH SOLE 70000 0 0 WAYFAIR INC CL A 94419L101 22033 70000 SH SOLE 70000 0 0 TERADYNE INC COM 880770102 21902 180000 SH SOLE 180000 0 0 UBER TECHNOLOGIES INC COM 90353T100 21804 400000 SH SOLE 400000 0 0 ALPHABET INC CAP STK SL A 02079K305 20625 10000 SH SOLE 10000 0 0 DISNEY WALT CO COM 254687106 20297 110000 SH SOLE 110000 0 0 BROOKS AUTOMATION INC COM 114340102 19596 240000 SH SOLE 240000 0 0 SOUTHWEST AIRLS CO COM 844741108 19539 320000 SH SOLE 320000 0 0 JETBLUE AWYS CORP COM 477143101 19323 950000 SH SOLE 950000 0 0 VALMONT INDS INC COM 920253101 19014 80000 SH SOLE 80000 0 0 BOOKING HOLDINGS INC COM 09857L108 18639 8000 SH SOLE 8000 0 0 DOCUSIGN INC COM 256163106 18221 90000 SH SOLE 90000 0 0 DAVE & BUSTER'S ENTMT INC COM 238337109 16765 350000 SH SOLE 350000 0 0 TECHTARGET INC COM 87874R100 16668 240000 SH SOLE 240000 0 0 MICROSOFT CORP COM 594918104 16504 70000 SH SOLE 70000 0 0 FIVE9 INC COM 338307101 15633 100000 SH SOLE 100000 0 0 TECK RESOURCES LTD CL B 878742204 15344 800000 SH SOLE 800000 0 0 FACEBOOK INC CL A 30303M102 14727 50000 SH SOLE 50000 0 0 AMERESCO INC CL A 02361E108 14589 300000 SH SOLE 300000 0 0 HEICO CORP NEW CL A 422806208 14200 125000 SH SOLE 125000 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 13036 270000 SH SOLE 270000 0 0 TWITTER INC COM 90184L102 12726 200000 SH SOLE 200000 0 0 HESS CORP COM 42809H107 12029 170000 SH SOLE 170000 0 0 RODGERS SILICON VALLEY AQ CO COM 774873103 11979 900000 SH SOLE 900000 0 0 PATRICK INDS INC COM 703343103 11900 140000 SH SOLE 140000 0 0 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 11590 200000 SH SOLE 200000 0 0 GENERAL MTRS CO COM 37045V100 11492 200000 SH SOLE 200000 0 0 API GROUP CORP COM STK 00187Y100 11374 550000 SH SOLE 550000 0 0 NVIDIA CORPORATION COM 67066G104 10679 20000 SH SOLE 20000 0 0 GARMIN LTD COM 00B3Z5T14 10548 80000 SH SOLE 80000 0 0 F5 NETWORKS INC COM 315616102 10431 50000 SH SOLE 50000 0 0 INNOSPEC INC COM 45768S105 10269 100000 SH SOLE 100000 0 0 SOUTHERN COPPER CORP COM 84265V105 10181 150000 SH SOLE 150000 0 0 SERVICENOW INC COM 81762P102 10002 20000 SH SOLE 20000 0 0 FREEPORT-MCMORAN INC CL B 35671D857 9879 300000 SH SOLE 300000 0 0 GLENCORE PLC COM 00B4T3BW6 9800 2500000 SH SOLE 2500000 0 0 BORGWARNER INC COM 099724106 9272 200000 SH SOLE 200000 0 0 AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 8722 460000 SH SOLE 460000 0 0 GIBRALTAR INDS INC COM 374689107 8053 88000 SH SOLE 88000 0 0 RINGCENTRAL INC CL A 76680R206 7447 25000 SH SOLE 25000 0 0 ALTIMETER GROWTH CORP 2 COM CL A G0371B109 7266 700000 SH SOLE 700000 0 0 ENVIRONMENTAL IMPACT ACQU CO COM CL A 29408N106 5814 600000 SH SOLE 600000 0 0 FORTRESS TRANS INFRST INVS L COM REP LTD LIAB 34960P101 5638 200000 SH SOLE 200000 0 0 LIBERTY MEDIA ACQUISITION CO UNIT 01/22/2026 53073L203 5087 475000 SH SOLE 475000 0 0 VERRA MOBILITY CORP COM 92511U102 4061 300000 SH SOLE 300000 0 0 MOTORSPORT GAMES INC COM CL A 62011B102 3419 147000 SH SOLE 147000 0 0 RODGERS SILICON VALLEY AQ CO *W EXP 11/30/202 774873111 1778 450000 SH SOLE 450000 0 0 ENVIRONMENTAL IMPACT ACQU CO *W EXP 09/30/202 29408N114 261 300000 SH SOLE 300000 0 0 IONEER LTD COM 00BGYBHZ4 130 500000 SH SOLE 500000 0 0