0000898432-13-000811.txt : 20130510 0000898432-13-000811.hdr.sgml : 20130510 20130510115922 ACCESSION NUMBER: 0000898432-13-000811 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20130331 FILED AS OF DATE: 20130510 DATE AS OF CHANGE: 20130510 EFFECTIVENESS DATE: 20130510 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: 13831947 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, 2013 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 10, 2013 ---------------------- --------------------- ------------ [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: 44 Data Records Form 13F Information Table Value Total: $284,105 (thousands)

Telemark Fund, LP 3/31/2013 Asset CUSIP Market Quantity SH/PRN Investment Other Sole Shares None Type Value Discretion Managers (000's) ARM HOLDINGS PLC-SPONS ADR Equity 42068106 25,422 600,000 SH Sole 600,000 AMAZON.COM INC Equity 23135106 21,319 80,000 SH Sole 80,000 SPDR GOLD TRUST GOLD SHARES NPV Equity 78463V107 17,301 112,000 SH Sole 112,000 CREE INC Equity 225447101 14,772 270,000 SH Sole 270,000 GREEN PLAINS RENEWABLE ENERG Equity 393222104 12,584 1,100,000 SH Sole 1,100,000 KLA-TENCOR CORPORATION Equity 482480100 11,603 220,000 SH Sole 220,000 AGNICO EAGLE MINES COM NPV ISIN Equity 008474108 11,081 270,000 SH Sole 270,000 #CA0084741085 SEDOL #2009823 TOYOTA MOTOR CORP ADR-EACH REP 2 Equity 892331307 9,238 90,000 SH Sole 90,000 ORD NPV LVLIII(SPON) AIXTRON AG-SPONSORED ADR Equity 9606104 8,796 600,000 SH Sole 600,000 ROYAL GOLD INC Equity 780287108 8,524 120,000 SH Sole 120,000 US AIRWAYS GROUP INC Equity 90341W108 8,485 500,000 SH Sole 500,000 DELTA AIR LINES INC Equity 247361702 8,255 500,000 SH Sole 500,000 HONDA MOTOR CO ADR-EACH CNV INTO Equity 438128308 7,652 200,000 SH Sole 200,000 1 ORD NPV ACUITY BRANDS INC Equity 00508Y102 7,629 110,000 SH Sole 110,000 BANK OF AMERICA -CORP Equity '060505104 7,308 600,000 SH Sole 600,000 MAZDA MOTOR CORP Equity J41551102 7,008 2,350,000 SH Sole 2,350,000 SILVER WHEATON CORP Equity 828336107 6,897 220,000 SH Sole 220,000 COSTAR GROUP INC Equity 22160N109 6,568 60,000 SH Sole 60,000 UNITED CONTINENTAL HOLDINGS INC Equity 910047109 6,402 200,000 SH Sole 200,000 COM USD0.01 GOLDCORP Equity 380956409 6,121 182,000 SH Sole 182,000 KENNEDY WILSON HOLDINGS - INC Equity 489398107 5,351 345,000 SH Sole 345,000 STAG INDUSTRIAL INC Equity 85254J102 5,318 250,000 SH Sole 250,000 LOUISIANA-PACIFIC CORP Equity 546347105 5,184 240,000 SH Sole 240,000 CORE MARK HLDG CO INC Equity 218681104 5,131 100,000 SH Sole 100,000 WASTE CONNECTIONS INC Equity 941053100 5,037 140,000 SH Sole 140,000 ARUBA NETWORKS INC Equity 43176106 4,948 200,000 SH Sole 200,000 DELUXE CORP Equity 248019101 4,554 110,000 SH Sole 110,000 USG CORP Equity 903293405 3,966 150,000 SH Sole 150,000 PHILLIPS 66 Equity 718546104 3,499 50,000 SH Sole 50,000 GENTHERM - INC Equity 37253A103 3,276 200,000 SH Sole 200,000 FEI COMPANY Equity 30241L109 3,228 50,000 SH Sole 50,000 CEPHEID INC Equity 15670R107 3,070 80,000 SH Sole 80,000 SALESFORCE.COM INC Equity 79466L302 2,682 15,000 SH Sole 15,000 Weyerhaeuser Co Equity 962166104 2,510 80,000 SH Sole 80,000 ATMEL CORP Equity 49513104 2,088 300,000 SH Sole 300,000 KEYCORP Equity 493267108 1,992 200,000 SH Sole 200,000 ELDORADO GOLD - CORP Equity 284902103 1,906 200,000 SH Sole 200,000 Plum Creek Timber Co Inc Equity 729251108 1,566 30,000 SH Sole 30,000 JIVE SOFTWARE INC COM USD0.0001 Equity 47760A108 1,520 100,000 SH Sole 100,000 METHODE ELECTRONICS INC Equity 591520200 1,417 110,000 SH Sole 110,000 WORKDAY INC-CLASS A Equity 98138H101 1,233 20,000 SH Sole 20,000 SAFEGUARD SCIENTIFICS INC Equity 786449207 790 50,000 SH Sole 50,000 HEADWATERS INC Equity 42210P102 763 70,000 SH Sole 70,000 DIALIGHT PLC Equity G28533100 116 5,880 SH Sole 5,880