0001567619-22-019412.txt : 20221110 0001567619-22-019412.hdr.sgml : 20221110 20221110075603 ACCESSION NUMBER: 0001567619-22-019412 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221110 DATE AS OF CHANGE: 20221110 EFFECTIVENESS DATE: 20221110 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: 221375005 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 09-30-2022 09-30-2022 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 11-10-2022 0 39 637031 false INFORMATION TABLE 2 form13fInfoTable.xml ALTUS POWER INC COM CL A 02217A102 20369 1850000 SH SOLE 1850000 0 0 AMAZON.COM INC COM 023135106 22600 200000 SH SOLE 200000 0 0 AMERESCO INC CL A 02361E108 8642 130000 SH SOLE 130000 0 0 API GROUP CORP COM STK 00187Y100 3981 300000 SH SOLE 300000 0 0 ASPEN AEROGELS INC COM 04523Y105 18440 2000000 SH SOLE 2000000 0 0 ASPEN TECHNOLOGY INC COM 29109X106 4764 20000 SH SOLE 20000 0 0 AXON ENTERPRISE INC COM 05464C101 11575 100000 SH SOLE 100000 0 0 AZENTA INC COM 114340102 8572 200000 SH SOLE 200000 0 0 BOWLERO CORP CL A COM 10258P102 36930 3000000 SH SOLE 3000000 0 0 CAMECO CORP COM 13321L108 7953 300000 SH SOLE 300000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 6636 40000 SH SOLE 40000 0 0 CLEAN HARBORS INC COM 184496107 12648 115000 SH SOLE 115000 0 0 CODEXIS INC COM 192005106 16389 2704500 SH SOLE 2704500 0 0 ENOVIX CORP COM 293594107 16502 900000 SH SOLE 900000 0 0 ENPHASE ENERGY INC COM 29355A107 30522 110000 SH SOLE 110000 0 0 FRANCO-NEVADA CORP COM 351858105 27480 230000 SH SOLE 230000 0 0 GARMIN LTD Equity 00B3Z5T14 3212 40000 SH SOLE 40000 0 0 GENTHERM INC COM 37253A103 5968 120000 SH SOLE 120000 0 0 HEI CORP NEW COM 422806109 21597 150000 SH SOLE 150000 0 0 HEI/A CORP NEW CL A 422806208 14328 125000 SH SOLE 125000 0 0 HESS CORP COM 42809H107 38147 350000 SH SOLE 350000 0 0 INNOSPEC INC COM 45768S105 17991 210000 SH SOLE 210000 0 0 IRON SPARK I INC CLASS A COM 46301G103 4965 500000 SH SOLE 500000 0 0 LANTHEUS HOLDINGS INC COM 516544103 21099 300000 SH SOLE 300000 0 0 LITHIUM AMERICAS CORP COM NEW 53680Q207 6558 250000 SH SOLE 250000 0 0 MODERNA INC COM 60770K107 29563 250000 SH SOLE 250000 0 0 NOVANTA INC COM 67000B104 17336 149900 SH SOLE 149900 0 0 OYSTER POINT PHARMA INC COM 69242L106 4367 777026 SH SOLE 777026 0 0 RANGE RESOURCES CORP COM 75281A109 15156 600000 SH SOLE 600000 0 0 SM ENERGY CO COM 78454L100 16925 450000 SH SOLE 450000 0 0 SNOWFLAKE INC CL A 833445109 11897 70000 SH SOLE 70000 0 0 SP PLUS CORP COM 78469C103 31351 1001000 SH SOLE 1001000 0 0 STEM INC COM 85859N102 4669 350000 SH SOLE 350000 0 0 TARGA RESOURCES CORP COM 87612G101 15085 250000 SH SOLE 250000 0 0 TECHTARGET INC COM 87874R100 13024 220000 SH SOLE 220000 0 0 VALMONT INDUSTRIES INC COM 920253101 38950 145000 SH SOLE 145000 0 0 VERRA MOBILITY CORP CL A COM STK 92511U102 15946 1037500 SH SOLE 1037500 0 0 WASTE CONNECTIONS INC COM 94106B101 31080 230000 SH SOLE 230000 0 0 WHITECAP RESOURCES INC Equity 96467A200 3816 600000 SH SOLE 600000 0 0