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) 360

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

Sector Weighting

Basic Materials 4.15%
Capital Goods 2.41%
Conglomerates
Consumer Cyclical 8.64%
Consumer/Non-Cyclical 2.03%
Energy
Financial
Healthcare 9.43%
Services 19.86%
Technology 26.57%
Transportation 17.23%
Utilities

38 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SALESFORCE COM INC COM 7,632 -3,469 (31.25) 110,000
MOTORCAR PTS AMER INC COM 7,350 -525 (6.67) 280,000
DELUXE CORP COM 7,321 New 110,000
UNITED CONTL HLDGS INC COM 6,518 -6,518 (50) 100,000
PURE TECHNOLOGIES LTD COM 6,152 New 959,000
MINERALS TECHNOLOGIES INC COM 5,858 New 80,000
AMERICAN AIRLS GROUP INC COM 4,790 4,790 New 100,000
TECHTARGET INC COM 4,340 3,946 1,000 357,500
STAG INDL INC COM 3,743 New 150,000
AIXTRON SE SPONSORED ADR 3,180 -2,981 (48.39) 400,000
AIR METHODS CORP COM PAR $.06 -5,935 Sold Out 0
ARCHER DANIELS MIDLAND CO COM -9,576 Sold Out 0
GOOGLE INC CL A -19,692 Sold Out 0
HEARTLAND EXPRESS INC COM -2,517 Sold Out 0
ILLUMINA INC COM -3,909 Sold Out 0
PACIFIC ETHANOL INC COM PAR $.001 -3,672 Sold Out 0
UNIVERSAL DISPLAY CORP COM -6,878 Sold Out 0
WASTE CONNECTIONS INC COM -9,394 Sold Out 0