TELEMARK ASSET MANAGEMENT, LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 52
New Positions 10
Increased Positions 16
Decreased Positions 18
Positions with Activity 34
Sold Out Positions 15
Total Mkt Value (in $ millions) 394

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

Sector Weighting

Basic Materials 7.99%
Capital Goods 1.48%
Conglomerates
Consumer Cyclical 8.02%
Consumer/Non-Cyclical 4.34%
Energy 0%
Financial 0%
Healthcare 7.32%
Services 18.08%
Technology 27.02%
Transportation 20.43%
Utilities

16 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AMAZON COM INC COM 23,350 10,007 75 70,000
TABLEAU SOFTWARE INC CL A 20,965 20,965 New 250,000
NOVARTIS A G SPONSORED ADR 17,201 7,645 80 180,000
CORE MARK HOLDING CO INC COM 14,905 2,981 25 250,000
KNIGHT TRANSN INC COM 14,760 3,280 28.57 450,000
OLD DOMINION FGHT LINES INC COM 13,411 13,411 New 170,000
LIFEPOINT HOSPITALS INC COM 11,660 11,660 New 170,000
MOTORCAR PTS AMER INC COM 10,179 10,179 New 300,000
SNAP ON INC COM 8,165 6,124 300 60,000
AMERICAN TOWER CORP NEW COM 7,329 7,329 New 70,000
PURE TECHNOLOGIES LTD COM 6,787 1,752 34.81 959,000
UNIVERSAL DISPLAY CORP COM 5,582 5,582 New 200,000
PACIFIC ETHANOL INC COM PAR $.001 5,348 5,348 New 400,000
AIR METHODS CORP COM PAR $.06 4,993 4,993 New 112,000
HEARTLAND EXPRESS INC COM 2,626 2,626 New 100,000
TECHTARGET INC COM 336 336 New 32,500


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