-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, LMGoqOPwIlWLclwi2qdCX5a55BdB2OB7jIxzqamUOXF/je7PYfbkh2S6tc3Zc8hc 9AUW7vXtoPTtX5DvnkKang== 0000898432-08-000467.txt : 20080509 0000898432-08-000467.hdr.sgml : 20080509 20080509141633 ACCESSION NUMBER: 0000898432-08-000467 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20080331 FILED AS OF DATE: 20080509 DATE AS OF CHANGE: 20080509 EFFECTIVENESS DATE: 20080509 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: 08817660 BUSINESS ADDRESS: STREET 1: ONE INTERNATIONAL PLACE, SUITE 2401 CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 617-526-8910 MAIL ADDRESS: STREET 1: ONE INTERNATIONAL PLACE, SUITE 2401 CITY: BOSTON STATE: MA ZIP: 02110 13F-HR 1 form13f.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2008 Check here if Amendment [ ]; Amendment Number: This amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Telemark Asset Management, LLC Address: One International Place, Suite 2401 Boston, Massachusetts 02110 13 File Number: 028-12649 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct, and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager:
Name: Brian C. Miley Title: Chief Financial Officer Phone: (617) 526-8910 Signature, Place and Date of Signing /s/ Brian C. Miley Boston, Massachusetts April 23, 2008 [Signature] --------------------------------------- --------------------- -------------- Brian C. Miley, Chief Financial Officer [City, State] [Date]
Report Type (Check only one.): [X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 33 Data Records Form 13F Information Table Value Total: $111,595,963
13 F March 31, 2008 VOTING AUTHORITY PUT/ NAME OF ISSUER TITLE OF CUSIP VALUE SHARES/PRN SH/PRN CALL INVESTMENT OTHER SOLE SHARED NONE CLASS AMT DESCRETION MANAGERS BARRICK GOLD CORP COM 067901108 6,083,000 140,000 SH N/A SOLE N/A 140,000 0 0 ARCHER-DANIELS-MIDLAND CO COM 039483102 411,600 10,000 SH N/A SOLE N/A 10,000 0 0 AGNICO EAGLE MINES LTD COM 008474108 7,109,550 105,000 SH N/A SOLE N/A 105,000 0 0 ANDERSONS INC COM 034164103 892,200 20,000 SH N/A SOLE N/A 20,000 0 0 AMERIGON INC COM 03070L300 3,552,000 240,000 SH N/A SOLE N/A 240,000 0 0 BURLINGTON NORTHERN SANTA FE CORP COM 12189T104 2,766,600 30,000 SH N/A SOLE N/A 30,000 0 0 PEABODY ENERGY CORPORATION COM 704549104 510,000 10,000 SH N/A SOLE N/A 10,000 0 0 CHESAPEAKE ENERGY CORP COM 165167107 2,769,000 60,000 SH N/A SOLE N/A 60,000 0 0 CLEAN HARBORS INC COM 184496107 9,750,000 150,000 SH N/A SOLE N/A 150,000 0 0 CANADIAN NATURAL RESOURCES LTD COM 136385101 1,023,900 15,000 SH N/A SOLE N/A 15,000 0 0 CEPHEID COM 15670R107 975,600 40,000 SH N/A SOLE N/A 40,000 0 0 CSX CORP COM 126408103 2,523,150 45,000 SH N/A SOLE N/A 45,000 0 0 ENCANA CORP COM 292505104 6,060,000 80,000 SH N/A SOLE N/A 80,000 0 0 FTI CONSULTING COM 302941109 1,420,800 20,000 SH N/A SOLE N/A 20,000 0 0 FLOWSERVE CORP COM 34354P105 4,175,200 40,000 SH N/A SOLE N/A 40,000 0 0 GREAT BASIN GOLD LTD COM 390124105 1,830,732 500,200 SH N/A SOLE N/A 500,200 0 0 GOLDCORP INC NEW COM 380956409 6,587,500 170,000 SH N/A SOLE N/A 170,000 0 0 STREETTRACKS GOLD TRUST ETF GOLD SHS 863307104 8,136,900 90,000 SH N/A SOLE N/A 90,000 0 0 ITRON INC COM 465741106 1,804,600 20,000 SH N/A SOLE N/A 20,000 0 0 JAGUAR MINING INC. COM 47009M103 209,600 20,000 SH N/A SOLE N/A 20,000 0 0 JOY GLOBAL INC. COM 481165108 4,887,000 75,000 SH N/A SOLE N/A 75,000 0 0 KINROSS GOLD CORP NEW COM NO PAR 496902404 6,588,780 298,000 SH N/A SOLE N/A 298,000 0 0 KANSAS CITY SOUTHERN NEW COM NEW 485170302 401,100 10,000 SH N/A SOLE N/A 10,000 0 0 MONSANTO CO NEW COM 61166W101 7,805,000 70,000 SH N/A SOLE N/A 70,000 0 0 PETROLEO BRASILEIRO SA SPONSORED PETROBRAS ADR 71654V408 7,147,700 70,000 SH N/A SOLE N/A 70,000 0 0 RUBICON TECHNOLOGY, INC. COM 78112T107 61,351 2,117 SH N/A SOLE N/A 2,117 0 0 QUANTA SERVICES INC. COM 74762E102 695,100 30,000 SH N/A SOLE N/A 30,000 0 0 STRATEGIC DIAGNOSTICS INC. COM 862700101 335,700 90,000 SH N/A SOLE N/A 90,000 0 0 SUNCOR ENERGY INC. COM 867229106 1,734,300 18,000 SH N/A SOLE N/A 18,000 0 0 TELVENT GIT SA SHS E90215109 1,182,500 50,000 SH N/A SOLE N/A 50,000 0 0 UNION PACIFIC CORP COM 907818108 626,900 5,000 SH N/A SOLE N/A 5,000 0 0 UNITED STATES STL CORP NEW COM 912909108 3,806,100 30,000 SH N/A SOLE N/A 30,000 0 0 XTO ENERGY INC. COM 98385X106 7,732,500 125,000 SH N/A SOLE N/A 125,000 0 0 111,595,963 ===========
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