Telemark Asset Management

Telemark Asset Management as of June 30, 2013

Portfolio Holdings for Telemark Asset Management

Telemark Asset Management holds 39 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon.com Equity 8.4 $22M 80k 277.69
Arm Holdings Plc-spons Equity 7.6 $20M 550k 36.23
Cree Equity 5.6 $15M 230k 63.83
Aixtron Ag- Equity 5.1 $13M 800k 16.78
Kla-tencor Corporation Equity (KLAC) 4.7 $12M 220k 55.73
Toyota Motor Corp Adr-each Rep 2 Ord Npv Lvliii Equity (TM) 4.1 $11M 90k 120.66
Green Plains Renewable Energ Equity (GPRE) 4.1 $11M 800k 13.32
General Motors Ord Equity (GM) 3.8 $10M 300k 33.31
Delta Air Lines Equity (DAL) 3.6 $9.4M 500k 18.71
Home Depot Equity (HD) 3.2 $8.5M 110k 77.47
Bank Of America -corp Equity 2.9 $7.7M 600k 12.86
Mazda Motor Corp Equity 2.9 $7.7M 2.0M 3.94
U S Awys Group Equity 2.7 $7.0M 425k 16.42
Costar Group Equity (CSGP) 2.5 $6.5M 50k 129.08
Core Mark Hldg Equity 2.4 $6.4M 100k 63.50
Ford Motor Equity (F) 2.4 $6.2M 400k 15.47
Acuity Brands Equity (AYI) 2.3 $6.0M 80k 75.53
Waste Connections Equity 2.2 $5.8M 140k 41.14
Conn's Equity (CONN) 2.2 $5.7M 110k 51.76
Lions Gate Entertainment Corp Equity 2.1 $5.5M 200k 27.47
United Continental Holdings Inc Com Usd0.01 Equity (UAL) 2.1 $5.5M 175k 31.29
Kennedy Wilson Holdings - Equity (KW) 2.1 $5.4M 325k 16.64
Fei Company Equity 1.9 $5.1M 70k 73.01
Stag Industrial Equity (STAG) 1.9 $5.0M 250k 19.95
American International Group Equity 1.7 $4.5M 100k 44.70
Salesforce.com Equity (CRM) 1.6 $4.2M 110k 38.18
Takashimaya Equity 1.5 $4.1M 400k 10.13
Isetan Mitsukoshi Holdings L Equity 1.5 $4.0M 300k 13.28
Honda Motor Co Adr-each Cnv Into 1 Ord Equity (HMC) 1.4 $3.7M 100k 37.25
Nomura Holdings Equity 1.4 $3.7M 500k 7.37
Methode Electronics Equity (MEI) 1.3 $3.4M 200k 17.01
Asahi Kasei - Ord Equity (AHKSF) 1.3 $3.3M 500k 6.62
J Front Retailing Equity 1.2 $3.2M 400k 7.98
Gentherm - Equity (THRM) 1.1 $2.8M 150k 18.57
Keycorp Equity (KEY) 1.0 $2.8M 250k 11.04
Yamaha Motor Equity (YAMHF) 1.0 $2.6M 200k 12.96
Deluxe Corp Equity (DLX) 0.8 $2.1M 60k 34.65
Td Ameritrade Holding Corp Equity 0.5 $1.2M 50k 24.30
Black Diamond Equity 0.1 $282k 30k 9.40