0000898432-12-000624.txt : 20120511 0000898432-12-000624.hdr.sgml : 20120511 20120511094456 ACCESSION NUMBER: 0000898432-12-000624 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120331 FILED AS OF DATE: 20120511 DATE AS OF CHANGE: 20120511 EFFECTIVENESS DATE: 20120511 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: 12832419 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: March 31, 2012 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 May 11, 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: 50 Data Records Form 13F Information Table Value Total: $256,477 (thousands) Telemark Fund, LP 3/31/2012

SHRS Title of Value or PRN SH/ PUT/ Investment Other Voting Authority Class CUSIP (x$1,000) Amount PRN CALL Discretion Managers Sole Shares None SPDR GOLD TRUST GOLD SHARES NPV Gold Shs 78463V107 17,833 110,000 SH Sole 110,000 GREEN PLAINS RENEWABLE ENERGY Com 393222104 15,646 1,450,000 SH Sole 1,450,000 AMAZON COM Com 023135106 15,188 75,000 SH Sole 75,000 CLEAN HARBORS Com 184496107 13,466 200,000 SH Sole 200,000 GOLDCORP Com 380956409 12,166 270,000 SH Sole 270,000 GOLAR LNG Shs G9456A100 10,654 280,000 SH Sole 280,000 VERIZON COMMUNICATIONS INC COM Com 92343V104 8,602 225,000 SH Sole 225,000 AMERIGON Com 03070L300 8,333 515,000 SH Sole 515,000 ROYAL GOLD Com 780287108 8,153 125,000 SH Sole 125,000 INFORMATICA Com 45666Q102 7,935 150,000 SH Sole 150,000 CEPHEID Com 15670R107 7,111 170,000 SH Sole 170,000 MARVELL TECHNOLOGY GROUP LTD ORD Ord G5876H105 7,079 450,000 SH Sole 450,000 CREDIT ACCEPTANCE ORD Com 225310101 6,566 65,000 SH Sole 65,000 KANSAS CITY SOUTHERN ORD Com 485170302 6,452 90,000 SH Sole 90,000 OLD DOMINION FREIGHT LINE ORD Com 679580100 6,197 130,000 SH Sole 130,000 APPLE Com 037833100 5,996 10,000 SH Sole 10,000 MARKET VECTORS ETF MARKET Gold GOLD MINERS ET Miner ETF 57060U100 5,945 120,000 SH Sole 120,000 KENMARE RESOURCES PLC Com G52332106 5,622 7,000,000 SH Sole 7,000,000 WASTE CONNECTION Com 941053100 5,530 170,000 SH Sole 170,000 JB HUNT TRANSPORT SERVICES Com 445658107 5,437 100,000 SH Sole 100,000 D R HORTON INC Com 23331A109 5,310 350,000 SH Sole 350,000 SIMPSON MANUF Com 829073105 4,838 150,000 SH Sole 150,000 ELDORADO GOLD Com 284902103 4,809 350,000 SH Sole 350,000 HMS HOLDINGS Com 40425J101 4,682 150,000 SH Sole 150,000 LANDSTAR SYSTEM Com 515098101 4,618 80,000 SH Sole 80,000 BARRICK GOLD Com 067901108 4,348 100,000 SH Sole 100,000 NEWMONT MINING Com 651639106 3,589 70,000 SH Sole 70,000 HOME DEPOT INC COM Com 437076102 3,522 70,000 SH Sole 70,000 WELLS FARGO & CO Com 949746101 3,414 100,000 SH Sole 100,000 GOLAR LNG PARTN GOLR LNG Com Y2745C102 3,341 90,000 SH Sole 90,000 ASSISTED LIVING CONCEPTS CL A CL A New 04544X300 3,322 200,000 SH Sole 200,000 PIER 1 IMPORTS Com 720279108 2,727 150,000 SH Sole 150,000 USG ORD Com 903293405 2,580 150,000 SH Sole 150,000 MARTIN MARIETTA MATERIALS Com 573284106 2,569 30,000 SH Sole 30,000 TOLL BROTHERS Com 889478103 2,399 100,000 SH Sole 100,000 GARMIN LTD SHS H2906T109 2,349 50,000 SH Sole 50,000 LECROY Com 52324W109 2,078 200,000 SH Sole 200,000 KENNEDY WILSON HOLDINGS - INC Com 489398107 2,025 150,000 SH Sole 150,000 PACIFIC ETHANOL INC Com New 69423U206 1,980 1,800,000 SH Sole 1,800,000 BROADSOFT INC COM Com 11133B409 1,913 50,000 SH Sole 50,000 OWENS CORNIING Com 690742101 1,802 50,000 SH Sole 50,000 LOWES COS INC COM Com 548661107 1,569 50,000 SH Sole 50,000 SALESFORCE.COM INC Com 79466L302 1,545 10,000 SH Sole 10,000 QUANEX BUILDING PRODUCTS Com 747619104 1,410 80,000 SH Sole 80,000 VITRAN CORP INC COM Com 92850E107 958 120,000 SH Sole 120,000 Pulte Group Inc Com 745867101 885 100,000 SH Sole 100,000 MASCO CORP Com 574599106 669 50,000 SH Sole 50,000 AIXTRON AG Sponsored ADR 009606104 520 30,000 SH Sole 30,000 TENNANT CO Com 880345103 440 10,000 SH Sole 10,000 GREAT LAKES DREDGE & DOCK CORP COM Com 390607109 361 50,000 SH Sole 50,000