TELEMARK ASSET MANAGEMENT, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 38
New Positions 1
Increased Positions 12
Decreased Positions 19
Positions with Activity 31
Sold Out Positions 8
Total Mkt Value (in $ millions) 362

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

Sector Weighting

Basic Materials 4.19%
Capital Goods 2.41%
Conglomerates
Consumer Cyclical 8.66%
Consumer/Non-Cyclical 2.05%
Energy
Financial
Healthcare 9.3%
Services 19.46%
Technology 26.67%
Transportation 17.38%
Utilities

19 DECREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMAZON COM INC COM 23,139 -3,857 (14.29) 60,000
NOVARTIS A G SPONSORED ADR 17,012 -1,001 (5.56) 170,000
APPLE INC COM 16,782 -1,291 (7.14) 130,000
GENTHERM INC COM 13,552 -2,804 (17.14) 290,000
SOUTHWEST AIRLS CO COM 13,266 -4,422 (25) 300,000
DELTA AIR LINES INC DEL COM NEW 11,348 -6,809 (37.5) 250,000
GREEN PLAINS INC COM 9,188 -4,906 (34.81) 391,140
SALESFORCE COM INC COM 7,531 -3,423 (31.25) 110,000
MOTORCAR PTS AMER INC COM 7,451 -532 (6.67) 280,000
UNITED CONTL HLDGS INC COM 6,681 -6,681 (50) 100,000
AIXTRON SE SPONSORED ADR 3,204 -3,004 (48.39) 400,000
AIR METHODS CORP COM PAR $.06 -5,835 Sold Out 0
ARCHER DANIELS MIDLAND CO COM -9,570 Sold Out 0
GOOGLE INC CL A -20,126 Sold Out 0
HEARTLAND EXPRESS INC COM -2,534 Sold Out 0
ILLUMINA INC COM -3,881 Sold Out 0
PACIFIC ETHANOL INC COM PAR $.001 -3,760 Sold Out 0
UNIVERSAL DISPLAY CORP COM -7,440 Sold Out 0
WASTE CONNECTIONS INC COM -9,396 Sold Out 0