0000898432-12-001189.txt : 20121114 0000898432-12-001189.hdr.sgml : 20121114 20121114100324 ACCESSION NUMBER: 0000898432-12-001189 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120930 FILED AS OF DATE: 20121114 DATE AS OF CHANGE: 20121114 EFFECTIVENESS DATE: 20121114 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: 121201445 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 a13fhr.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: September 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 November 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: 33 Data Records Form 13F Information Table Value Total: $195,360 (thousands) Telemark Fund, LP 9/30/2012

Title of Value SH/ Investment Other Class CUSIP (x$1,000) Amount PRN Discretion Managers Sole Shares None AMAZON COM ORD Com 023135106 20,346 80,000 SH Sole 80,000 SPDR GOLD TRUST GOLD SHARES NPV Gold Shrs 78463V107 15,470 90,000 SH Sole 90,000 ARM HOLDINGS ORD Com 042068106 13,990 500,000 SH Sole 500,000 AGNICO EAGLE MINES Com 8474108 12,970 250,000 SH Sole 250,000 GOLDCORP Com 380956409 11,463 250,000 SH Sole 250,000 ROYAL GOLD ORD Com 780287108 9,983 100,000 SH Sole 100,000 BERKSHIRE HATHAWAY INC Class B New 84670702 8,820 100,000 SH Sole 100,000 GREEN PLAINS RENEWABLE ENERGY Com 393222104 8,013 1,367,386 SH Sole 1,367,386 HMS HOLDINGS Com 40425J101 7,680 230,000 SH Sole 230,000 D R HORTON Com 23331A109 7,219 350,000 SH Sole 350,000 NUANCE COMMUNICATIONS Com 67020Y100 6,223 250,000 SH Sole 250,000 KENNEDY WILSON HOLDINGS - INC Com 489398107 5,937 425,000 SH Sole 425,000 LENNAR CORP Class A 526057104 5,216 150,000 SH Sole 150,000 DELUXE CORP Com 248019101 4,584 150,000 SH Sole 150,000 ELDORADO GOLD CORP Com 284902103 4,572 300,000 SH Sole 300,000 STAG INDUSTRIAL INC Com 85254J102 4,472 275,000 SH Sole 275,000 WAL MART STORE INC Com 931142103 4,428 60,000 SH Sole 60,000 CREDIT ACCEPTANCE Com 225310101 4,276 50,000 SH Sole 50,000 CORE MARK HLDG CO INC Com 218681104 3,849 80,000 SH Sole 80,000 WALT DISNEY Com 254687106 3,660 70,000 SH Sole 70,000 GENTHERM INC Com 37253A103 3,608 290,000 SH Sole 290,000 QUANEX BUILDING PRODUCTS CORP Com 747619104 3,580 190,000 SH Sole 190,000 WASTE CONNECTION INC Com 941053100 3,328 110,000 SH Sole 110,000 CYPRESS SEMICONDUCTOR Com 232806109 3,212 300,000 SH Sole 300,000 CLEAN HARBORS INC Com 184496107 2,931 60,000 SH Sole 60,000 DUNKIN' BRANDS GROUP INC Com 265504100 2,920 100,000 SH Sole 100,000 CEPHEID Com 15670R107 2,760 80,000 SH Sole 80,000 WEYERHAEUSER CO Com 962166104 2,614 100,000 SH Sole 100,000 U S PHYSICAL THERAPY INC Com 90337L108 2,210 80,000 SH Sole 80,000 STANDARD PACIFIC CORP Com 85375C101 2,704 400,000 SH Sole 400,000 HOME DEPOT INC Com 437076102 1,207 20,000 SH Sole 20,000 LOUISIANA PACIFIC Com 546347105 875 70,000 SH Sole 70,000 RAYONIER INC Com 754907103 245 5,000 SH Sole 5,000