0001567619-21-002955.txt : 20210211
0001567619-21-002955.hdr.sgml : 20210211
20210211111203
ACCESSION NUMBER: 0001567619-21-002955
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210211
DATE AS OF CHANGE: 20210211
EFFECTIVENESS DATE: 20210211
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: 21617596
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
12-31-2020
12-31-2020
Telemark Asset Management, LLC
ONE INTERNATIONAL PLACE, SUITE 4620
BOSTON
MA
02110
13F HOLDINGS REPORT
028-12649
N
Brian C. Miley
Chief Financial Officer
617-526-8910
/s/ Brian C. Miley
Boston
MA
02-11-2021
0
52
964514
false
INFORMATION TABLE
2
form13fInfoTable.xml
AMAZON COM INC
COM
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35000
SH
SOLE
35000
0
0
CODEXIS INC
COM
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2945211
0
0
ASPEN AEROGELS INC
COM
04523Y105
37553
2250000
SH
SOLE
2250000
0
0
TRIMBLE NAVIGATION LTD
COM
896239100
32050
480000
SH
SOLE
480000
0
0
TERADYNE INC
COM
880770102
29973
250000
SH
SOLE
250000
0
0
HEICO CORP NEW
COM
422806109
29790
225000
SH
SOLE
225000
0
0
ALPHABET INC
CAP STK CL A
02079K305
28042
16000
SH
SOLE
16000
0
0
TWILIO INC
CL A
90138F102
27080
80000
SH
SOLE
80000
0
0
ATLAS AIR WORLDWIDE HLDGS INC
COM NEW
049164205
24543
450000
SH
SOLE
450000
0
0
AXON ENTERPRISE INC
COM
05464C101
24506
200000
SH
SOLE
200000
0
0
TRIPADVISOR INC
COM
896945201
23024
800000
SH
SOLE
800000
0
0
FIRST SOLAR INC
COM
336433107
22752
230000
SH
SOLE
230000
0
0
NOVANTA INC
COM
67000B104
22462
190000
SH
SOLE
190000
0
0
BOOKING HLDGS INC
COM
09857L108
22273
10000
SH
SOLE
10000
0
0
ANALOG DEVICES INC
COM
032654105
22160
150000
SH
SOLE
150000
0
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SP PLUS CORP
COM
78469C103
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700000
SH
SOLE
700000
0
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FACEBOOK INC
CL A
30303M102
19121
70000
SH
SOLE
70000
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TECK RESOURCES LTD
CL B
878742204
18150
1000000
SH
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1000000
0
0
DISNEY WALT CO
COM
254687106
18118
100000
SH
SOLE
100000
0
0
WAYFAIR INC
CL A
94419L101
18065
80000
SH
SOLE
80000
0
0
UBER TECHNOLOGIES INC
COM
90353T100
17850
350000
SH
SOLE
350000
0
0
BROOKS AUTOMATION INC NEW
COM
114340102
16963
250000
SH
SOLE
250000
0
0
TECHTARGET INC
COM
87874R100
16551
280000
SH
SOLE
280000
0
0
NVIDIA CORPORATION
COM
67066G104
15666
30000
SH
SOLE
30000
0
0
SOUTHWEST AIRLS CO
COM
844741108
14915
320000
SH
SOLE
320000
0
0
HEICO CORP NEW
CL A
422806208
14633
125000
SH
SOLE
125000
0
0
APPLE INC
COM
037833100
14596
110000
SH
SOLE
110000
0
0
JETBLUE AIRWAYS CORP
COM
477143101
14540
1000000
SH
SOLE
1000000
0
0
SERVICENOW INC
COM
81762P102
13761
25000
SH
SOLE
25000
0
0
RINGCENTRAL INC
CL A
76680R206
13264
35000
SH
SOLE
35000
0
0
AMERESCO INC
CL A
02361E108
13060
250000
SH
SOLE
250000
0
0
MICROCHIP TECHNOLOGY INC
COM
595017104
12430
90000
SH
SOLE
90000
0
0
RODGERS SILICON VY ACQUISITION CORP
UNIT 11/30/2025
774873202
12349
925000
SH
SOLE
925000
0
0
LAM RESEARCH CORP
COM
512807108
11807
25000
SH
SOLE
25000
0
0
MICROSOFT CORP
COM
594918104
11121
50000
SH
SOLE
50000
0
0
AMERICAN SUPERCONDUCTOR CORP
SHS NEW
030111207
11007
470000
SH
SOLE
470000
0
0
DELTA AIR LINES INC DEL
COM NEW
247361702
10857
270000
SH
SOLE
270000
0
0
GARMIN LTD
COM
00B3Z5T14
10769
90000
SH
SOLE
90000
0
0
ALASKA AIR GROUP INC
COM
011659109
10400
200000
SH
SOLE
200000
0
0
ZOOM VIDEO COMMUNICATIONS INC
CL A
98980L101
10120
30000
SH
SOLE
30000
0
0
API GROUP CORP
COM STK
00187Y100
9983
550000
SH
SOLE
550000
0
0
ASML HOLDING N V
COM
00B908F01
9754
20000
SH
SOLE
20000
0
0
DAVE & BUSTERS ENTMT INC
COM
238337109
9006
300000
SH
SOLE
300000
0
0
XPO LOGISTICS INC
COM
983793100
8940
75000
SH
SOLE
75000
0
0
FIVE9 INC
COM
338307101
7848
45000
SH
SOLE
45000
0
0
PATRICK INDS INC
COM
703343103
6835
100000
SH
SOLE
100000
0
0
SABRE CORP
COM
78573M104
6010
500000
SH
SOLE
500000
0
0
ANAPLAN INC
COM
03272L108
5748
80000
SH
SOLE
80000
0
0
CADENCE DESIGN SYSTEM INC
COM
127387108
5457
40000
SH
SOLE
40000
0
0
QUALCOMM INC
COM
747525103
4570
30000
SH
SOLE
30000
0
0
CROWDSTRIKE HLDS INC.
CL A
22788C105
4236
20000
SH
SOLE
20000
0
0
VERRA MOBILITY CORP
COM
92511U102
1342
100000
SH
SOLE
100000
0
0