0000898432-23-000583.txt : 20230810 0000898432-23-000583.hdr.sgml : 20230810 20230810094605 ACCESSION NUMBER: 0000898432-23-000583 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230810 DATE AS OF CHANGE: 20230810 EFFECTIVENESS DATE: 20230810 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: 231157604 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 X0202 13F-HR LIVE 0001420816 XXXXXXXX 06-30-2023 06-30-2023 false 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 08-10-2023 0 49 737189162 INFORMATION TABLE 2 informationtable.xml NVIDIA CORPORATION COM 67066G104 63453000 150000 SH SOLE 150000 0 0 AMAZON COM INC COM 023135106 39108000 300000 SH SOLE 300000 0 0 SP PLUS CORP COM 78469C103 38836230 993000 SH SOLE 993000 0 0 CAMECO CORP COM 13321L108 37596000 1200000 SH SOLE 1200000 0 0 FRANCO NEV CORP COM 351858105 32085000 225000 SH SOLE 225000 0 0 HESS CORP COM 42809H107 27190000 200000 SH SOLE 200000 0 0 NOVANTA INC COM 67000B104 26510400 144000 SH SOLE 144000 0 0 WASTE CONNECTIONS INC COM 94106B101 25727400 180000 SH SOLE 180000 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 25366250 35000 SH SOLE 35000 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 25230000 250000 SH SOLE 250000 0 0 HEICO CORP NEW COM 422806109 24771600 140000 SH SOLE 140000 0 0 CLEAN HARBORS INC COM 184496107 24664500 150000 SH SOLE 150000 0 0 MODERNA INC COM 60770K107 24300000 200000 SH SOLE 200000 0 0 LATTICE SEMICONDUCTOR CORP COM 518415104 24017500 250000 SH SOLE 250000 0 0 BOWLERO CORP CL A COM 10258P102 23441167 2013846 SH SOLE 2013846 0 0 VALMONT INDS INC COM 920253101 23284000 80000 SH SOLE 80000 0 0 HEICO CORP NEW CL A 422806208 17575000 125000 SH SOLE 125000 0 0 LANTHEUS HLDGS INC COM 516544103 16784000 200000 SH SOLE 200000 0 0 INNOSPEC INC COM 45768S105 16070400 160000 SH SOLE 160000 0 0 SERVICENOW INC COM 81762P102 14049250 25000 SH SOLE 25000 0 0 ASPEN AEROGELS INC COM 04523Y105 12268950 1555000 SH SOLE 1555000 0 0 ALPHABET INC CAP STK CL A 02079K305 11970000 100000 SH SOLE 100000 0 0 GARMIN LTD SHS H2906T109 10429000 100000 SH SOLE 100000 0 0 AIXTRON SE Equity 005468346 10177156 300000 SH SOLE 300000 0 0 WORKDAY INC CL A 98138H101 10165050 45000 SH SOLE 45000 0 0 COSTAR GROUP INC COM 22160N109 8900000 100000 SH SOLE 100000 0 0 ATI INC COM 01741R102 8403700 190000 SH SOLE 190000 0 0 MONGODB INC CL A 60937P106 8219800 20000 SH SOLE 20000 0 0 VERRA MOBILITY CORP CL A COM STK 92511U102 7493600 380000 SH SOLE 380000 0 0 SCHLUMBERGER LTD COM STK 806857108 7368000 150000 SH SOLE 150000 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 7334850 15000 SH SOLE 15000 0 0 CODEXIS INC COM 192005106 7124600 2544500 SH SOLE 2544500 0 0 MICROSOFT CORP COM 594918104 6810800 20000 SH SOLE 20000 0 0 VERISK ANALYTICS INC COM 92345Y106 6780900 30000 SH SOLE 30000 0 0 ENOVIX CORPORATION COM 293594107 6319159 350286 SH SOLE 350286 0 0 ALTUS POWER INC COM CL A 02217A102 5616000 1040000 SH SOLE 1040000 0 0 TERADYNE INC COM 880770102 5566500 50000 SH SOLE 50000 0 0 SYMBOTIC INC CLASS A COM 87151X101 5351250 125000 SH SOLE 125000 0 0 ADYEN NV Equity 00BZ1HM42 5191037 3000 SH SOLE 3000 0 0 DOXIMITY INC CL A 26622P107 5103000 150000 SH SOLE 150000 0 0 HILLMAN SOLUTIONS CORP COM 431636109 4955500 550000 SH SOLE 550000 0 0 SCHLUMBERGER LTD COM STK 806857108 4912000 100000 SH SOLE 100000 0 0 AXON ENTERPRISE INC COM 05464C101 3902400 20000 SH SOLE 20000 0 0 TECHTARGET INC COM 87874R100 3268650 105000 SH SOLE 105000 0 0 CCC INTELLIGENT SOLUTIONS HL COM 12510Q100 3026700 270000 SH SOLE 270000 0 0 GENTHERM INC COM 37253A103 2961463 52406 SH SOLE 52406 0 0 ZSCALER INC COM 98980G102 2926000 20000 SH SOLE 20000 0 0 MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 2305200 60000 SH SOLE 60000 0 0 ADVANCED MICRO DEVICES INC COM 007903107 2278200 20000 SH SOLE 20000 0 0