-----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, Bh3YFbEFcHERg/iAJCCQ36yUVf0HnNn4OjvWGg86C2H+9pD5mXiQGEJ61YARlgp/ lzoThkJaKoOa8QOMmd1MLg== 0000898432-08-000033.txt : 20080123 0000898432-08-000033.hdr.sgml : 20080123 20080123154538 ACCESSION NUMBER: 0000898432-08-000033 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20071231 FILED AS OF DATE: 20080123 DATE AS OF CHANGE: 20080123 EFFECTIVENESS DATE: 20080123 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: 08544576 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 telemarkform13f.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: December 31, 2007 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-__________ 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 January 22, 2008 [Signature] [City, State] [Date] Brian C. Miley, Chief Financial Officer
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: 32 Data Records Form 13F Information Table Value Total: $101,246,033 13 F December 31, 2007
PUT/ VOTING AUTHORITY NAME OF ISSUER TITLE OF CUSIP VALUE SHARES/ SH/PRN CALL INVESTMENT OTHER CLASS PRN AMT DESCRETION MANAGERS SOLE SHARED NONE WTS LIGHTING SCIENCE GROUP OTC EQ 8904242 24,870 117,188 SH N/A SOLE N/A 117188 0 0 METALICO INC RSTD OTC EQ 9035035 772,147 71,429 SH N/A SOLE N/A 71429 0 0 WTS US GOLD CORP 2/22/2011 OTC EQ 9P05661 82,500 75,000 SH N/A SOLE N/A 75000 0 0 WTS SERNGETI RESOURCES INC OTC EQ 9P06252 246 15,000 SH N/A SOLE N/A 15000 0 0 BARRICK GOLD CORP COMMON 67901108 5,887,000 140,000 SH N/A SOLE N/A 140000 0 0 AGNICO EAGLE MINES LTD COMMON 8474108 6,009,300 110,000 SH N/A SOLE N/A 110000 0 0 AMERIGON INC OTC EQ 03070L300 3,382,400 160,000 SH N/A SOLE N/A 160000 0 0 BERKSHIRE HATHAWAY INC COMMON 84670207 6,156,800 1,300 SH N/A SOLE N/A 1300 0 0 CHICAGO BRIDGE & IRON CO N COMMON 167250109 2,417,600 40,000 SH N/A SOLE N/A 40000 0 0 CHESAPEAKE ENERGY CORP COMMON 165167107 3,920,000 100,000 SH N/A SOLE N/A 100000 0 0 CLEAN HARBORS INC OTC EQ 184496107 5,170,000 100,000 SH N/A SOLE N/A 100000 0 0 CANADIAN NATURAL RESOURCES COMMON 136385101 2,925,600 40,000 SH N/A SOLE N/A 40000 0 0 CASELLA WASTE SYSTEMS INC OTC EQ 147448104 2,608,000 200,000 SH N/A SOLE N/A 200000 0 0 ENCANA CORP COMMON 292505104 4,757,200 70,000 SH N/A SOLE N/A 70000 0 0 FLUOR CORP NEW COMMON 343412102 4,371,600 30,000 SH N/A SOLE N/A 30000 0 0 GREAT BASIN GOLD LTD COMMON 390124105 1,064,532 400,200 SH N/A SOLE N/A 400200 0 0 GOLDCORP INC NEW COMMON 380956409 3,393,000 100,000 SH N/A SOLE N/A 100000 0 0 STREETTRACKS GOLD TRUST COMMON 863307104 7,421,400 90,000 SH N/A SOLE N/A 90000 0 0 ITRON INC OTC EQ 465741106 2,917,488 30,400 SH N/A SOLE N/A 30400 0 0 JOY GLOBAL INC OTC EQ 481165108 2,632,800 40,000 SH N/A SOLE N/A 40000 0 0 KINROSS GOLD CORP COMMON 496902404 7,360,000 400,000 SH N/A SOLE N/A 400000 0 0 LANDEC CORP OTC EQ 514766104 469,000 35,000 SH N/A SOLE N/A 35000 0 0 MEDIVATION INC OTC EQ 58501N101 864,000 60,000 SH N/A SOLE N/A 60000 0 0 MONSANTO CO COMMON 61166W101 6,701,400 60,000 SH N/A SOLE N/A 60000 0 0 PETROLEO BRASILEIRO SA COMMON 71654V408 5,762,000 50,000 SH N/A SOLE N/A 50000 0 0 RUBICON TECHNOLOGY INC OTC EQ 78112T107 498,750 21,000 SH N/A SOLE N/A 21000 0 0 COMPANHIA VALE DO RIO DOCE COMMON 204412209 326,700 10,000 SH N/A SOLE N/A 10000 0 0 SCHNITZER STEEL INDUSTRIES OTC EQ 806882106 2,419,550 35,000 SH N/A SOLE N/A 35000 0 0 STRATEGIC DIAGNOSTICS INC OTC EQ 862700101 538,000 100,000 SH N/A SOLE N/A 100000 0 0 SUNCOR ENERGY INC COMMON 867229106 3,261,900 30,000 SH N/A SOLE N/A 30000 0 0 TELVENT GIT SA OTC EQ E90215109 710,250 25,000 SH N/A SOLE N/A 25000 0 0 XTO ENERGY INC COMMON 98385X106 6,420,000 125,000 SH N/A SOLE N/A 125000 0 0 101,246,033
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