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Form 13F-HR Telemark Asset Managemen For: Jun 30

August 11, 2022 9:45 AM EDT

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The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

Report for the Calendar Year or Quarter Ended: 06-30-2022
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 4620
BOSTON , MA02110
Form 13F 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 , MA 08-09-2022
[Signature] [City, State] [Date]
Report Type (Check only one.):
X 13F HOLDINGS REPORT. (Check here if all holdings 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: 39
Form 13F Information Table Value Total: 591,174
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]
No. Form 13F File Number Name

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
FRANCO NEV CORP COM 351858105 36,842 280,000 SH SOLE 280,000 0 0
VALMONT INDS INC COM 920253101 33,695 150,000 SH SOLE 150,000 0 0
BOWLERO CORP CL A COM 10258P102 31,770 3,000,000 SH SOLE 3,000,000 0 0
SP PLUS CORP COM 78469C103 30,751 1,001,000 SH SOLE 1,001,000 0 0
MODERNA INC COM 60770K107 27,142 190,000 SH SOLE 190,000 0 0
HESS CORP COM 42809H107 26,485 250,000 SH SOLE 250,000 0 0
CODEXIS INC COM 192005106 26,197 2,504,500 SH SOLE 2,504,500 0 0
WASTE CONNECTIONS INC COM 94106B101 24,792 200,000 SH SOLE 200,000 0 0
AMAZON COM INC COM 023135106 21,242 200,000 SH SOLE 200,000 0 0
INNOSPEC INC COM 45768S105 21,074 220,000 SH SOLE 220,000 0 0
ASPEN AEROGELS INC COM 04523Y105 19,760 2,000,000 SH SOLE 2,000,000 0 0
HEICO CORP NEW COM 422806109 19,668 150,000 SH SOLE 150,000 0 0
NOVANTA INC COM 67000B104 18,178 149,900 SH SOLE 149,900 0 0
VERRA MOBILITY CORP CL A COM STK 92511U102 17,085 1,087,500 SH SOLE 1,087,500 0 0
TECHTARGET INC COM 87874R100 16,101 245,000 SH SOLE 245,000 0 0
ENPHASE ENERGY INC COM 29355A107 15,619 80,000 SH SOLE 80,000 0 0
SM ENERGY CO COM 78454L100 15,386 450,000 SH SOLE 450,000 0 0
AZENTA INC COM 114340102 14,420 200,000 SH SOLE 200,000 0 0
SNOWFLAKE INC CL A 833445109 13,906 100,000 SH SOLE 100,000 0 0
LANTHEUS HLDGS INC COM 516544103 13,206 200,000 SH SOLE 200,000 0 0
HEICO CORP NEW CL A 422806208 13,173 125,000 SH SOLE 125,000 0 0
MONGODB INC CL A 60937P106 12,975 50,000 SH SOLE 50,000 0 0
TARGA RES CORP COM 87612G101 11,934 200,000 SH SOLE 200,000 0 0
CLEAN HARBORS INC COM 184496107 10,959 125,000 SH SOLE 125,000 0 0
ALTUS POWER INC COM CL A 02217A102 10,727 1,700,000 SH SOLE 1,700,000 0 0
GENTHERM INC COM 37253A103 10,610 170,000 SH SOLE 170,000 0 0
RANGE RES CORP COM 75281A109 9,900 400,000 SH SOLE 400,000 0 0
GARMIN LTD COM 00B3Z5T14 9,825 100,000 SH SOLE 100,000 0 0
ENOVIX CORPORATION COM 293594107 8,019 900,000 SH SOLE 900,000 0 0
API GROUP CORP COM STK 00187Y100 7,485 500,000 SH SOLE 500,000 0 0
ATLAS AIR WORLDWIDE HLDGS IN COM NEW 049164205 7,405 120,000 SH SOLE 120,000 0 0
AXON ENTERPRISE INC COM 05464C101 6,522 70,000 SH SOLE 70,000 0 0
CABOT CORP COM 127055101 6,379 100,000 SH SOLE 100,000 0 0
AMERESCO INC CL A 02361E108 5,923 130,000 SH SOLE 130,000 0 0
IRON SPARK I INC CLASS A COM 46301G103 4,940 500,000 SH SOLE 500,000 0 0
WHITECAP RESOURCES INC COM 96467A200 4,166 600,000 SH SOLE 600,000 0 0
OYSTER PT PHARMA INC COM 69242L106 3,365 777,026 SH SOLE 777,026 0 0
KNOWBE4 INC CL A 49926T104 2,655 170,000 SH SOLE 170,000 0 0
TERADYNE INC COM 880770102 896 10,000 SH SOLE 10,000 0 0


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