0000898432-12-000911.txt : 20120813 0000898432-12-000911.hdr.sgml : 20120813 20120813112841 ACCESSION NUMBER: 0000898432-12-000911 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120630 FILED AS OF DATE: 20120813 DATE AS OF CHANGE: 20120813 EFFECTIVENESS DATE: 20120813 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: 121026528 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: June 30, 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 August 13, 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: 36 Data Records Form 13F Information Table Value Total: $199,124 (thousands)

Telemark Fund, LP 6/30/2012 Value SH/ Investment Other Title of Class CUSIP (x$1,000) Amount PRN Discretion Managers Sole Shares None SPDR GOLD TRUST GOLD SHARES NPV Gold Shrs 78463V107 18,623 120,000 SH 120,000 AMAZON COM Com 023135106 14,843 65,000 SH 65,000 ROYAL GOLD Com 780287108 11,760 150,000 SH 150,000 GOLDCORP Com 380956409 10,522 280,000 SH 280,000 HMS HOLDINGS Com 40425J101 9,993 300,000 SH 300,000 NUANCE COMMUNICATIONS INC Com 67020Y100 9,528 400,000 SH 400,000 WAL MART STORES INC Com 931142103 9,064 130,000 SH 130,000 DUNKIN' BRANDS GROUP INC Com 265504100 8,825 257,000 SH 257,000 GREEN PLAINS RENEWABLE ENERGY Com 393222104 8,532 1,367,386 SH 1,367,386 JB HUNT TRANSPORT SERVICES Com 445658107 8,344 140,000 SH 140,000 CEPHEID Com 15670R107 6,698 150,000 SH 150,000 FACEBOOK INC Class A 30303M102 6,219 200,000 SH 200,000 BERKSHIRE HATHAWAY INC DEL CL B NEW Class B New 084670702 5,833 70,000 SH 70,000 CLEAN HARBORS Com 184496107 5,642 100,000 SH 100,000 BARRICK GOLD Com 067901108 5,635 150,000 SH 150,000 KENNEDY WILSON HOLDINGS, INC Com 489398107 4,903 350,000 SH 350,000 NEWMONT MINING Com 651639106 4,366 90,000 SH 90,000 AGNICO EAGLE MINES COM Com 008474108 4,046 100,000 SH 100,000 MARKET VECTORS ETF MARKET GOLD MINERS ET Gold Miner ETF 57060U100 4,029 90,000 SH 90,000 AMERIGON Com 03070L300 4,022 350,000 SH 350,000 ELDORADO GOLD Com 284902103 3,696 300,000 SH 300,000 WASTE CONNECTION Com 941053100 3,590 120,000 SH 120,000 DISNEY WALT CO Com Disney 254687106 3,395 70,000 SH 70,000 CREDIT ACCEPTANCE CORP Com 225310101 3,377 40,000 SH 40,000 OLD DOMINION FREIGHT LINE Com 679580100 3,247 75,000 SH 75,000 APPLE, INC Com 037833100 2,920 5,000 SH 5,000 AIXTRON AG Sponsored ADR 009606104 2,862 200,000 SH 200,000 CYPRESS SEMICONDUCTOR CORP Com 232806109 2,644 200,000 SH 200,000 NOVAGOLD RESOURCES INC Com New 66987E206 2,640 500,000 SH 500,000 STAG INDUSTRIAL INC Com 85254J102 2,187 150,000 SH 150,000 U S PHYSICAL THERAPY INC Com 90337L108 2,034 80,000 SH 80,000 CORE MARK HLDG CO INC Com 218681104 1,926 40,000 SH 40,000 SALESFORCE.COM INC Com 79466L302 1,510 10,920 SH 10,920 HERITAGE CRYSTAL CLEAN INC Com 42726M106 818 50,000 SH 50,000 VITRAN CORP Com 92850E107 620 100,000 SH 100,000 PACIFIC ETHANOL INC Com 69423U206 231 650,000 SH 650,000