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) 371

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

Sector Weighting

Basic Materials 1.64%
Capital Goods 7.73%
Conglomerates
Consumer Cyclical 10.44%
Consumer/Non-Cyclical 1.96%
Energy
Financial
Healthcare 10.1%
Services 21.79%
Technology 30.49%
Transportation 6.07%
Utilities

11 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMAZON COM INC COM 42,763 17,105 66.67 100,000
APPLE INC COM 26,508 9,278 53.85 200,000
LIFEPOINT HEALTH INC COM 19,799 2,285 13.04 260,000
ACUITY BRANDS INC COM 18,168 1,817 11.11 100,000
GOOGLE INC CL A 16,636 16,636 New 30,000
HEICO CORP NEW COM 15,055 15,055 New 250,001
TRANSDIGM GROUP INC COM 13,627 4,542 50 60,000
COGNEX CORP COM 9,702 9,702 New 200,000
GENTEX CORP COM 6,960 6,960 New 400,000
MINERALS TECHNOLOGIES INC COM 6,084 676 12.50 90,000
STAG INDL INC COM 3,599 327 10 165,000


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