0001567619-20-014835.txt : 20200812 0001567619-20-014835.hdr.sgml : 20200812 20200812113644 ACCESSION NUMBER: 0001567619-20-014835 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200812 DATE AS OF CHANGE: 20200812 EFFECTIVENESS DATE: 20200812 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: 201094713 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 06-30-2020 06-30-2020 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 08-12-2020 0 56 631667 false INFORMATION TABLE 2 form13fInfoTable.xml AMAZON COM INC COM 023135106 96559 35000 SH SOLE 35000 0 0 CODEXIS INC COM 192005106 35228 3090211 SH SOLE 3090211 0 0 WAYFAIR INC CL A 94419L101 33594 170000 SH SOLE 170000 0 0 TERADYNE INC COM 880770102 25353 300000 SH SOLE 300000 0 0 ATLAS AIR WORLDWIDE HLDGS INC COM NEW 049164205 22376 520000 SH SOLE 520000 0 0 NOVANTA INC COM 67000B104 19219 180000 SH SOLE 180000 0 0 KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 18352 440000 SH SOLE 440000 0 0 HEICO CORP COM 422806109 17439 175000 SH SOLE 175000 0 0 KANSAS CITY SOUTHERN COM NEW 485170302 14929 100000 SH SOLE 100000 0 0 AXON ENTERPRISE INC COM 05464C101 14720 150000 SH SOLE 150000 0 0 APPLE INC COM 037833100 14592 40000 SH SOLE 40000 0 0 EVERQUOTE INC COM CL A 30041R108 14540 250000 SH SOLE 250000 0 0 SERVICENOW INC COM 81762P102 14177 35000 SH SOLE 35000 0 0 MICROSOFT CORP COM 594918104 13228 65000 SH SOLE 65000 0 0 TWILIO INC CL A 90138F102 13165 60000 SH SOLE 60000 0 0 ASPEN AEROGELS INC COM 04523Y105 12998 1975311 SH SOLE 1975311 0 0 NEWMONT CORP COM 651639106 12348 200000 SH SOLE 200000 0 0 ANALOG DEVICES INC COM 032654105 12264 100000 SH SOLE 100000 0 0 FACEBOOK INC CL A 30303M102 11354 50000 SH SOLE 50000 0 0 HEICO CORP NEW CL A 422806208 10155 125000 SH SOLE 125000 0 0 ALPHABET INC CAP STK CL A 02079K305 9926 7000 SH SOLE 7000 0 0 GARMIN LTD COM 00B3Z5T14 9750 100000 SH SOLE 100000 0 0 BROOKS AUTOMATION INC COM 114340102 9733 220000 SH SOLE 220000 0 0 CARGURUS INC COM CL A 141788109 8873 350000 SH SOLE 350000 0 0 ZYNGA INC CL A 98986T108 8586 900000 SH SOLE 900000 0 0 PFENEX INC COM 717071104 8350 1000000 SH SOLE 1000000 0 0 BARRICK GOLD CORPORATION COM 067901108 8082 300000 SH SOLE 300000 0 0 ACTIVISION BLIZZARD INC COM 00507V109 7590 100000 SH SOLE 100000 0 0 ASML HOLDING COM 00B908F01 7361 20000 SH SOLE 20000 0 0 API GROUP CORP COM STK 00187Y100 7290 600000 SH SOLE 600000 0 0 AUTODESK INC COM 052769106 7176 30000 SH SOLE 30000 0 0 SPDR GOLD SHARES GOLD SHS 78463V107 6695 40000 SH SOLE 40000 0 0 TRIMBLE INC COM 896239100 6479 150000 SH SOLE 150000 0 0 LAM RESEARCH CORP COM 512807108 6469 20000 SH SOLE 20000 0 0 THOR INDS INC COM 885160101 6392 60000 SH SOLE 60000 0 0 PATRICK INDS INC COM 703343103 6125 100000 SH SOLE 100000 0 0 2U INC COM 90214J101 5694 150000 SH SOLE 150000 0 0 WORKDAY INC CL A 98138H101 5621 30000 SH SOLE 30000 0 0 WINNEBAGO INDS INC COM 974637100 5330 80000 SH SOLE 80000 0 0 NVIDIA CORP COM 67066G104 5319 14000 SH SOLE 14000 0 0 FLIR SYS INC COM 302445101 5274 130000 SH SOLE 130000 0 0 VISA INC COM CL A 92826C839 4829 25000 SH SOLE 25000 0 0 MOLECULAR TEMPLATES INC COM 608550109 4827 350000 SH SOLE 350000 0 0 MICROCHIP TECHNOLOGY INC COM 595017104 4212 40000 SH SOLE 40000 0 0 SP PLUS CORP COM 78469C103 4142 200000 SH SOLE 200000 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 3838 40000 SH SOLE 40000 0 0 LIVONGO HEALTH INC COM 539183103 3760 50000 SH SOLE 50000 0 0 MASTERCARD INC CL A 57636Q104 3548 12000 SH SOLE 12000 0 0 II-VI INC COM 902104108 3542 75000 SH SOLE 75000 0 0 TECHTARGET INC COM 87874R100 3475 115700 SH SOLE 115700 0 0 YETI HLDGS INC COM 98585X104 3418 80000 SH SOLE 80000 0 0 AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 2805 345000 SH SOLE 345000 0 0 AMERESCO INC CL A 02361E108 2778 100000 SH SOLE 100000 0 0 QUALCOMM INC COM 747525103 2736 30000 SH SOLE 30000 0 0 ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 2552 50000 SH SOLE 50000 0 0 HOME DEPOT INC COM 437076102 2505 10000 SH SOLE 10000 0 0