TELEMARK ASSET MANAGEMENT, LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 68
New Positions 13
Increased Positions 24
Decreased Positions 27
Positions with Activity 51
Sold Out Positions 22
Total Mkt Value (in $ millions) 412

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

Sector Weighting

Basic Materials 15.9%
Capital Goods 0.94%
Conglomerates 3.53%
Consumer Cyclical 4.53%
Consumer/Non-Cyclical 3.99%
Energy 3.07%
Financial 6.87%
Healthcare 3.2%
Services 17.67%
Technology 32.7%
Transportation 7.61%
Utilities

68 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ARCAM AB SHS NEW 3,872 3,872 New 120,000
RITCHIE BROS AUCTIONEERS COM 3,708 New 150,000
STAG INDL INC COM 3,579 -1,193 (25) 150,000
MCEWEN MNG INC COM 2,790 New 900,000
WESTERN DIGITAL CORP COM 978 978 New 10,000
SEAGATE TECHNOLOGY PLC SHS 595 595 New 10,000
AIR METHODS CORP COM PAR $.06 -3,116 Sold Out 0
ASAHI KASEI CORP ORD -5,334 Sold Out 0
BLACK DIAMOND INC COM -1,809 Sold Out 0
COHERENT INC COM -6,408 Sold Out 0
DIGI INTL INC COM -458 Sold Out 0
FORD MTR CO DEL COM PAR $0.01 -5,241 Sold Out 0
FREEPORT-MCMORAN COPPER & GOLD COM -11,613 Sold Out 0
GENERAL MTRS CO COM -7,590 Sold Out 0
GOLDMAN SACHS GROUP INC COM -13,184 Sold Out 0
ISETAN MITSUKOSHI HOLDINGS LTD SHS -3,825 Sold Out 0
J FRONT RETAILING CO LTD SHS -4,164 Sold Out 0
KFORCE INC COM -740 Sold Out 0
KORN FERRY INTL COM NEW -1,486 Sold Out 0
LIONS GATE ENTMNT CORP COM NEW -5,716 Sold Out 0


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