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) 355

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

Sector Weighting

Basic Materials 4.55%
Capital Goods 2.45%
Conglomerates
Consumer Cyclical 8.93%
Consumer/Non-Cyclical 2.07%
Energy
Financial
Healthcare 9.58%
Services 19.35%
Technology 25.79%
Transportation 17.39%
Utilities

38 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
AIR METHODS CORP COM PAR $.06 -5,266 Sold Out 0
ARCHER DANIELS MIDLAND CO COM -9,292 Sold Out 0
GOOGLE INC CL A -19,514 Sold Out 0
HEARTLAND EXPRESS INC COM -2,352 Sold Out 0
ILLUMINA INC COM -3,743 Sold Out 0
PACIFIC ETHANOL INC COM PAR $.001 -4,136 Sold Out 0
UNIVERSAL DISPLAY CORP COM -9,356 Sold Out 0
WASTE CONNECTIONS INC COM -9,592 Sold Out 0
AIXTRON SE SPONSORED ADR 2,956 -2,771 (48.39) 400,000
STAG INDL INC COM 3,531 New 150,000
TECHTARGET INC COM 4,247 3,861 1,000 357,500
AMERICAN AIRLS GROUP INC COM 5,266 5,266 New 100,000
MINERALS TECHNOLOGIES INC COM 5,652 New 80,000
PURE TECHNOLOGIES LTD COM 6,216 New 959,000
UNITED CONTL HLDGS INC COM 6,775 -6,775 (50) 100,000
SALESFORCE COM INC COM 7,321 -3,328 (31.25) 110,000
DELUXE CORP COM 7,362 New 110,000
MOTORCAR PTS AMER INC COM 7,829 -559 (6.67) 280,000
WESTERN DIGITAL CORP COM 8,346 4,637 125 90,000
TRANSDIGM GROUP INC COM 8,715 2,179 33.33 40,000


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