Telemark Asset Management

Telemark Asset Management as of Dec. 31, 2013

Portfolio Holdings for Telemark Asset Management

Telemark Asset Management holds 56 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon.com Equity (AMZN) 10.9 $44M 110k 398.79
Arm Holdings Plc-spons Equity 5.4 $22M 400k 54.73
Goldman Sachs Group Equity (GS) 3.5 $14M 80k 177.26
Stratasys- Equity (SSYS) 3.3 $14M 100k 134.70
Delta Air Lines Equity (DAL) 3.1 $12M 450k 27.47
Kla-tencor Corporation Equity (KLAC) 3.0 $12M 190k 64.46
Green Plains Renewable Energ Equity (GPRE) 2.9 $12M 600k 19.38
Aixtron Ag- Equity 2.9 $12M 800k 14.52
Spdr Gold Trust Gold Shares - Equity (GLD) 2.9 $12M 100k 116.12
Freeport-mcmoran Copper Equity (FCX) 2.8 $11M 300k 37.74
Cree Equity 2.6 $11M 170k 62.52
Bank Of America -corp Equity (BAC) 2.5 $10M 650k 15.57
Mazda Motor Corp Equity 2.5 $10M 2.0M 5.16
Salix Pharmaceuticals Equity 2.2 $9.0M 100k 89.94
Salesforce.com Equity (CRM) 2.2 $8.8M 160k 55.19
Taser International Equity 2.2 $8.7M 550k 15.88
Archer Daniels Midland Equity (ADM) 2.1 $8.7M 200k 43.40
Royal Gold Equity (RGLD) 2.1 $8.3M 180k 46.07
General Motors Ord Equity (GM) 2.0 $8.2M 200k 40.87
Fei Company Equity 2.0 $8.0M 90k 89.36
Acuity Brands Equity (AYI) 1.9 $7.7M 70k 109.31
Lorillard Equity 1.9 $7.6M 150k 50.68
Core Mark Hldg Equity 1.9 $7.6M 100k 75.93
Coherent Equity 1.8 $7.4M 100k 74.39
Lions Gate Entertainment Corp Equity 1.6 $6.3M 200k 31.66
Franco Nevada Corp Equity (FNV) 1.5 $6.1M 150k 40.74
Agnico-eagle Mines - Equity (AEM) 1.4 $5.8M 220k 26.38
Waste Connections Equity 1.4 $5.7M 130k 43.63
Costar Group Equity (CSGP) 1.4 $5.5M 30k 184.57
Asahi Kasei - Ord Equity (AHKSF) 1.4 $5.5M 700k 7.82
Deluxe Corp Equity (DLX) 1.3 $5.2M 100k 52.19
Kennedy Wilson Holdings Equity (KW) 1.3 $5.1M 230k 22.25
Ford Motor Equity (F) 1.1 $4.6M 300k 15.43
J Front Retailing Equity 1.1 $4.5M 600k 7.56
Goldcorp Equity 1.1 $4.3M 200k 21.67
Isetan Mitsukoshi Holdings - L Equity 1.1 $4.3M 300k 14.19
Workday Inc Com Usd0.001 Equity (WDAY) 1.0 $4.2M 50k 83.16
Tripadvisor - Equity (TRIP) 1.0 $4.1M 50k 82.84
Stag Industrial Equity (STAG) 1.0 $4.1M 200k 20.39
Silver Wheaton Corp Equity 1.0 $4.0M 200k 20.19
Takashimaya Equity 1.0 $4.0M 400k 9.94
Nomura Holdings Equity 1.0 $3.8M 500k 7.68
Pure Technologies Equity 0.9 $3.8M 600k 6.25
Toyota Motor Corp Adr-each Rep 2 Ord Npv Lvliii Equity (TM) 0.9 $3.7M 30k 121.93
Air Methods Corp Equity 0.9 $3.5M 60k 58.27
Ritchie Bros Auctioneers Equity 0.9 $3.4M 150k 22.93
Range Resources Corp Equity (RRC) 0.8 $3.4M 40k 84.30
Gentherm Equity (THRM) 0.7 $2.7M 100k 26.81
Pandora Media Equity 0.7 $2.7M 100k 26.60
Black Diamond Equity 0.6 $2.3M 170k 13.33
Mcewen Mining Equity 0.4 $1.8M 900k 1.96
Korn/ferry International Equity (KFY) 0.3 $1.3M 50k 26.12
Methode Electronics Equity (MEI) 0.3 $1.0M 30k 34.20
Numerex Corp -cl A Equity 0.2 $730k 56k 12.94
Kforce Equity (KFRC) 0.2 $696k 34k 20.47
Digi International Equity (DGII) 0.2 $640k 53k 12.13