TELEMARK ASSET MANAGEMENT, LLC Information

ONE INTERNATIONAL PLACE, SUITE 2401, BOSTON, Massachusetts, 02110, (617) 526-8910

Report Date: 03/31/2015

Position Statistics

Total Positions 34
New Positions 4
Increased Positions 11
Decreased Positions 14
Positions with Activity 25
Sold Out Positions 7
Total Mkt Value (in $ millions) 379

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.53%
Capital Goods 7.07%
Conglomerates
Consumer Cyclical 9.99%
Consumer/Non-Cyclical 1.86%
Energy
Financial
Healthcare 10.51%
Services 24.09%
Technology 29.76%
Transportation 5.62%
Utilities

14 DECREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ARM HLDGS PLC SPONSORED ADR 19,593 -1,400 (6.67) 420,000
GENTHERM INC COM 12,226 -2,547 (17.24) 240,000
KNIGHT TRANSN INC COM 12,051 -2,678 (18.18) 450,000
MOTORCAR PTS AMER INC COM 7,738 -287 (3.57) 270,000
AMERICAN TOWER CORP NEW COM 5,876 -5,683 (49.17) 61,000
PURE TECHNOLOGIES LTD COM 5,141 -110 (2.09) 939,000
SOUTHWEST AIRLS CO COM 3,552 -7,104 (66.67) 100,000
AIXTRON SE SPONSORED ADR -2,188 Sold Out 0
AMERICAN AIRLS GROUP INC COM -4,073 Sold Out 0
DELTA AIR LINES INC DEL COM NEW -11,045 Sold Out 0
GREEN PLAINS INC COM -9,356 Sold Out 0
OLD DOMINION FGHT LINES INC COM -11,997 Sold Out 0
SALESFORCE COM INC COM -8,127 Sold Out 0
WESTERN DIGITAL CORP COM -7,088 Sold Out 0