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) 369

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 7.62%
Conglomerates
Consumer Cyclical 10.56%
Consumer/Non-Cyclical 1.84%
Energy
Financial
Healthcare 10.68%
Services 22.17%
Technology 29.74%
Transportation 5.62%
Utilities

4 New Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GOOGLE INC CL A 16,369 16,369 New 30,000
HEICO CORP NEW COM 14,435 14,435 New 250,001
COGNEX CORP COM 9,578 9,578 New 200,000
GENTEX CORP COM 6,528 6,528 New 400,000


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