0001140361-17-041944.txt : 20171113 0001140361-17-041944.hdr.sgml : 20171113 20171113091531 ACCESSION NUMBER: 0001140361-17-041944 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171113 DATE AS OF CHANGE: 20171113 EFFECTIVENESS DATE: 20171113 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: 171193539 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 09-30-2017 09-30-2017 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 11-13-2017 0 43 486405 false INFORMATION TABLE 2 form13fInfoTable.xml AMAZON COM INC COM 023135106 57681 60000 SH SOLE 60000 0 0 AAR CORP COM 000361105 4911 130000 SH SOLE 120000 0 0 ALPHABET INC CAP STK CL A 02079K305 16553 17000 SH SOLE 130000 0 0 AMERICAN AIRLINES GROUP INC COM 02376R102 3324 70000 SH SOLE 17000 0 0 AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 2470 544044 SH SOLE 70000 0 0 AMERICAN TOWER CORP NEW COM 03027X100 11618 85000 SH SOLE 544044 0 0 APPIAN CORP CL A 03782L101 5692 200000 SH SOLE 85000 0 0 APPLE INC COM 037833100 11559 75000 SH SOLE 200000 0 0 ASPEN AEROGELS INC COM 04523Y105 3073 706500 SH SOLE 75000 0 0 AXON ENTERPRISE INC COM 05464C101 10202 450000 SH SOLE 706500 0 0 CIMAREX ENERGY CO COM 171798101 5684 50000 SH SOLE 450000 0 0 CODEXIS INC COM 192005106 13633 2050000 SH SOLE 50000 0 0 COGNEX CORP COM 192422103 7720 70000 SH SOLE 2050000 0 0 COHERENT INC COM 192479103 28220 120000 SH SOLE 70000 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 6999 70000 SH SOLE 70000 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 4822 100000 SH SOLE 100000 0 0 EOG RES INC COM 26875P101 26120 270000 SH SOLE 270000 0 0 FACEBOOK INC CL A 30303M102 22213 130000 SH SOLE 130000 0 0 HEICO CORP NEW CL A 422806208 6096 80000 SH SOLE 80000 0 0 HUBSPOT INC COM 443573100 10086 120000 SH SOLE 120000 0 0 INGEVITY CORP COM 45688C107 4998 80000 SH SOLE 80000 0 0 IQE PLC SHS 0961992GB 2255 1350000 SH SOLE 1350000 0 0 MICROSOFT CORP COM 594918104 7449 100000 SH SOLE 100000 0 0 NEW RELIC INC COM 64829B100 14940 300000 SH SOLE 300000 0 0 NOVANTA INC COM 67000B104 12775 293000 SH SOLE 293000 0 0 OKTA INC CL A 679295105 11284 400000 SH SOLE 400000 0 0 PANDORA MEDIA INC COM 698354107 15400 2000000 SH SOLE 2000000 0 0 PIONEER NAT RES CO COM 723787107 8852 60000 SH SOLE 60000 0 0 PURE TECHNOLOGIES LTD COM 745915108 4013 968400 SH SOLE 968400 0 0 RED HAT INC COM 756577102 11086 100000 SH SOLE 100000 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 4322 30000 SH SOLE 30000 0 0 SCHNITZER STL INDS CL A 806882106 5630 200000 SH SOLE 200000 0 0 SHOPIFY INC CL A 82509L107 15144 130000 SH SOLE 130000 0 0 SOUTHERN COPPER CORP COM 84265V105 11928 300000 SH SOLE 300000 0 0 SOUTHWEST AIRLS CO COM 844741108 5598 100000 SH SOLE 100000 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 4015 100000 SH SOLE 100000 0 0 TERADYNE INC COM 880770102 9323 250000 SH SOLE 250000 0 0 TRECORA RES COM 894648104 1995 150000 SH SOLE 150000 0 0 TRIMBLE INC COM 896239100 21588 550000 SH SOLE 550000 0 0 TRUECAR INC COM 89785L107 5684 360000 SH SOLE 360000 0 0 WAYFAIR INC CL A 94419L101 26960 400000 SH SOLE 400000 0 0 WIX COM LTD SHS M98068105 3593 50000 SH SOLE 50000 0 0 ZYNGA INC CL A 98986T108 18900 5000000 SH SOLE 5000000 0 0