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) 369

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

Sector Weighting

Basic Materials 4.87%
Capital Goods 2.41%
Conglomerates
Consumer Cyclical 9.27%
Consumer/Non-Cyclical 2.01%
Energy
Financial
Healthcare 9.65%
Services 19.16%
Technology 25.81%
Transportation 16.53%
Utilities

12 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TABLEAU SOFTWARE INC CL A 32,768 7,168 28 320,000
ARM HLDGS PLC SPONSORED ADR 24,125 5,361 28.57 450,000
LIFEPOINT HOSPITALS INC COM 17,919 4,675 35.29 230,000
KNIGHT TRANSN INC COM 17,298 3,145 22.22 550,000
COSTAR GROUP INC COM 15,959 3,990 33.33 80,000
AMERICAN TOWER CORP NEW COM 11,438 4,766 71.43 120,000
SNAP ON INC COM 10,775 1,539 16.67 70,000
KENNEDY-WILSON HLDGS INC COM 9,034 3,613 66.67 350,000
WESTERN DIGITAL CORP COM 8,978 4,988 125 90,000
TRANSDIGM GROUP INC COM 8,921 2,230 33.33 40,000
AMERICAN AIRLS GROUP INC COM 5,271 5,271 New 100,000
TECHTARGET INC COM 4,058 3,689 1,000 357,500


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