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TELEMARK ASSET MANAGEMENT, LLC Information

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

Report Date: 03/31/2013

Position Statistics:

Total Positions 55
New Positions 15
Increased Positions 21
Decreased Positions 25
Positions with Activity 46
Sold Out Positions 11
Total Mkt Value
(in $ millions)		 288

Sector Weighting

Basic Materials 15.66%
Capital Goods 3.04%
Conglomerates
Consumer Cyclical 10.89%
Consumer/Non-Cyclical 1.35%
Energy 1.12%
Financial 8.92%
Healthcare 0%
Services 17.06%
Technology 33.42%
Transportation 8.54%
Utilities

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

55 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
WORKDAY INC CL A 1,224 New 20,000
SAFEGUARD SCIENTIFICS INC COM NEW 803 803 New 50,000
HEADWATERS INC COM 718 718 New 70,000
DIALIGHT PLC SHS 102 102 New 5,880
ADOBE SYS INC COM -2,168 Sold Out 0
DUNKIN BRANDS GROUP INC COM -2,149 Sold Out 0
HOLLYFRONTIER CORP COM -4,426 Sold Out 0
INFORMATICA CORP COM -3,625 Sold Out 0
NUANCE COMMUNICATIONS INC COM -7,616 Sold Out 0
QUANEX BUILDING PRODUCTS CORP COM -2,878 Sold Out 0
RITCHIE BROS AUCTIONEERS COM -6,720 Sold Out 0
SOUTHWEST AIRLS CO COM -693 Sold Out 0
STANLEY BLACK & DECKER INC COM -3,239 Sold Out 0
SUNTRUST BKS INC COM -4,763 Sold Out 0
U S PHYSICAL THERAPY INC COM -2,823 Sold Out 0

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