0000898432-12-000156.txt : 20120210 0000898432-12-000156.hdr.sgml : 20120210 20120210101434 ACCESSION NUMBER: 0000898432-12-000156 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20111231 FILED AS OF DATE: 20120210 DATE AS OF CHANGE: 20120210 EFFECTIVENESS DATE: 20120210 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: 12590015 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 a13f-hr.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, 2011 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 February 10, 2012 ---------------------- --------------------- ----------------- [Signature] [City, State] [Date] Brian C. Miley, Chief Financial Officer Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holding of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 28 Data Records Form 13F Information Table Value Total: $179,674 (thousands) Telemark Fund, LP 12/31/2011

SHRS Security Description Value or PRN SH/ PUT/ Investment Other Voting Authority Title of Class CUSIP (x$1,000) Amount PRN CALL Discretion Managers Sole Shares None APPLE Com 037833100 12,150 30,000 SH Sole 30,000 BARRICK GOLD Com 067901108 5,430 120,000 SH Sole 120,000 ASSISTED LIVING CONCEPTS CL A CL A New 04544X300 1,705 114,500 SH Sole 114,500 AMAZON COM Com 023135106 8,655 50,000 SH Sole 50,000 AMERIGON Com 03070L300 6,417 450,000 SH Sole 450,000 FRANCO NEVADA Com 351858105 6,840 180,000 SH Sole 180,000 CREDIT ACCEPTANCE Com 225310101 3,703 45,000 SH Sole 45,000 CLEAN HARBORS Com 184496107 12,746 200,000 SH Sole 200,000 CEPHEID Com 15670R107 5,850 170,000 SH Sole 170,000 ELDORADO GOLD Com 284902103 3,428 250,000 SH Sole 250,000 FTI CONSULTING Com 302941109 2,121 50,000 SH Sole 50,000 MARKET VECTORS ETF TR Gold Miner ETF 57060U100 7,715 150,000 SH Sole 150,000 GOLDCORP Com 380956409 11,948 270,000 SH Sole 270,000 SPDR GOLD TRUST GOLD SHARES NPV GOLD SHS 78463V107 15,199 100,000 SH Sole 100,000 GOLAR LNG SHS G9456A100 13,335 300,000 SH Sole 300,000 GARMIN LTD SHS H2906T109 1,194 30,000 SH Sole 30,000 HMS HOLDINGS Com 40425J101 4,797 150,000 SH Sole 150,000 JB HUNT TRANSPORT SERVICES Com 445658107 4,507 100,000 SH Sole 100,000 KANSAS CITY SOUTHERN Com 485170302 6,801 100,000 SH Sole 100,000 LANDSTAR SYSTEM Com 515098101 3,354 70,000 SH Sole 70,000 NEWMONT MINING Com 651639106 6,001 100,000 SH Sole 100,000 OLD DOMINION FREIGHT LINE Com 679580100 4,053 100,000 SH Sole 100,000 DOUGLAS DYNAMICS Com 25960R105 2,924 200,000 SH Sole 200,000 ROYAL GOLD Com 780287108 6,743 100,000 SH Sole 100,000 SIMPSON MANUF Com 829073105 3,366 100,000 SH Sole 100,000 TASER INTERNATIONAL Com 87651B104 1,024 200,000 SH Sole 200,000 VERIZON COMMUNICATIONS Com 92343V104 12,036 300,000 SH Sole 300,000 WASTE CONNECTION Com 941053100 5,634 170,000 SH Sole 170,000